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| File:Saltus logo png.png | |
Company type | Private |
|---|---|
| Industry | Wealth Management, Investment Management, Financial Planning |
| Founded | 2004 |
| Founder | Jon Macintosh, Simon Armstrong |
| Headquarters | |
Number of locations |
|
Key people |
|
| Services |
|
| AUM |  £8.8 billion (2025)[1] |
| Owners | Preservation Capital Partners |
| Website | saltus.com |
Introduction
editSaltus is a wealth management firm headquartered in the United Kingdom. It provides financial planning and investment management services to private clients and institutions. The firm also produces the Saltus Wealth Index,[2] a survey-based measure of sentiment among high net worth individuals in the UK.
As of 2025, Saltus manages approximately £8.8bn in assets under management.[3]
History
editSaltus was founded in 2004 by Jon Macintosh[4] and Simon Armstrong[5], initially serving a small number of private clients.
In 2005, Saltus launched Acencia Debt Strategies, a fund that operated until 2016.[6] In 2012, the firm expanded through a merger with Mercater.[7]
In 2016, Saltus merged with Andrews Hammond Brady.[8] This merger led to the establishment of Saltus Financial Planning as a separately incorporated entity.
In 2018, Saltus acquired Lorica, a Bournemouth-based wealth management firm.[9] The year after, the firm transitioned its custodian services from Jarvis Investment Management to Multrees.[10]
In 2021, Saltus acquired Consilia Wealth Management and Fish Financial.[11][12] The following year, the firm acquired NSL.[13] It also secured private equity backing from Preservation Capital Partners.[14]
In 2023, Saltus launched the Saltus Partnership Programme offering operational and administrative services to financial planning firms.[15][16] The following year, Saltus completed the acquisition of Abacus Associates and two other businesses providing support for self-employed advisers in Hereford, Truro, and Kegworth.[17][18] This acquisition introduced a self-employed adviser arm to the company.
In 2025, Saltus acquired Lowes, based in the North East of England[19] and Delta Financial to its group of firms.[20]
Operations
editSaltus provides investment management, financial planning, pension planning, and tax and estate planning services. Its Partnership Programme offers financing and operational support for advisory businesses.[21]
Saltus operates across the UK including Bristol, Bath, Whiteley, Bournemouth, Elstree and Borehamwood, Farnham, Leigh-on-Sea, London, Newcastle, St Albans, Penarth and Wells. The firm also works with self-employed financial advisers through the Abacus adviser network, introduced in 2025.[22]
Saltus Wealth Index
editLaunched in 2021, the Saltus Wealth Index is a biannual barometer of the financial confidence and concerns of high net worth individuals in the UK.[23] The Saltus Wealth Index Report is the accompanying study that presents and interprets the index results and research.[24]
It is currently in its eighth iteration.
Methodology
editThe Saltus Wealth Index was developed in consultation with Dr Mike Peacey[25], a Senior Lecturer at the University of Bristol, and research from Censuswide.
It is calculated using survey responses from over 2,000 individuals with at least £250,000 in investable assets and based on seven key indicators. It is expressed on a scale from 0 to 100, with higher scores indicating greater confidence.[26]
- ↑ Vallely, Lois (2025-05-23). "Saltus adds £400m assets with Hertfordshire-based purchase". Money Marketing. Retrieved 2025-09-09.
- ↑ Bratley, Meg (February 13, 2025). "Saltus Wealth Index falls to record low as confidence among high net worth individuals declines significantly". IFA Magazine. Retrieved September 11, 2025.
- ↑ Stonor, Joe (May 22, 2025). "Exclusive: Saltus Buys £400m Hertfordshire Financial Planner". New Model Adviser. Retrieved August 2, 2025.
{{cite web}}: CS1 maint: url-status (link) - ↑ Pratt, Kevin. "Quickfire Questions: Jon Macintosh, founder & managing partner, Saltus". Forbes Advisor UK. Retrieved 2025-09-11.
- ↑ "Simon Armstrong, Saltus Partners LLP: Profile and Biography". Forbes. Retrieved September 11, 2025.
{{cite web}}: CS1 maint: url-status (link) - ↑ "Saltus Investment Managers: Best Wealth Manager – Growth Portfolios - ETF Express". 2014-05-20. Retrieved 2026-02-02.
- ↑ Dunkley, Emma (December 6, 2012). "Saltus Regional Push Gathers Pace With Mercater Acquisition". Wealth Manager. Retrieved September 16, 2025.
{{cite web}}: CS1 maint: url-status (link) - ↑ "SALTUS FINANCIAL SERVICES LIMITED filing history - Find and update company information - GOV.UK". Gov UK. Retrieved 2025-09-11.
- ↑ Francis, Rhys (2018-11-09). "Lorica merger with Saltus Private Wealth Management". Lorica Workplace. Retrieved 2025-09-16.
- ↑ Thorpe, David. "Saltus completes platform migration". FT Adviser. Retrieved September 16, 2025.
- ↑ Rach, Sonia (April 6, 2022). "Saltus Buys Hertfordshire-based IFA as Part of M&A Growth Plans". FT Adviser. Retrieved 2025-09-16.
- ↑ Rach, Sonia (September 2, 2021). "Saltus expands financial planning arm with adviser purchase". FT Adviser. Retrieved September 16, 2025.
- ↑ Tomes, Rebecca (April 6, 2022). "Saltus Acquires NSL Wealth and Strengthens Growth Ambitions". IFA Magazine. Retrieved September 16, 2025.
{{cite web}}: CS1 maint: url-status (link) - ↑ Rach, Sonia. "Saltus secures 'significant' PE backing". FT Adviser. Retrieved 2025-09-16.
- ↑ Dunstan, Tom. "How Saltus will 'outsource' its growth expertise to advisers". FT Adviser. Retrieved 2025-09-16.
- ↑ Blackburn, Nicola (September 14, 2023). "Three Firms Sign up for Saltus 'Network Rival' Partnership Model". City Wire. Retrieved September 2, 2025.
- ↑ Browne, Tom (2024-10-01). "Tavistock sells two subsidiaries to Saltus in £37.75m deal". Money Marketing. Retrieved 2025-09-16.
- ↑ Khan, Alina. "Saltus snaps up Tavistock advice businesses in £37mn deal". FT Adviser. Retrieved 2025-09-16.
- ↑ Bucak, Selina (February 14, 2025). "Exclusive: PE-backed Saltus Buys £1bn Lowes as Managing Director Departs". City Wire. Retrieved September 2, 2025.
- ↑ Khan, Alina. "Saltus Snaps up Hertfordshire-based Firm". FT Adviser. Retrieved September 5, 2025.
- ↑ Rach, Sonia (September 12, 2023). "Saltus Launches Partnership Programme for Financial Planning Firms". FT Adviser. Retrieved September 13, 2025.
- ↑ "Deals Of The Day: The Latest In Wealth Management M&A – Saltus, Tavistock". Wealth Briefing. Retrieved 2025-09-16.
- ↑ "HNW Individuals' Confidence In UK Economy Hits Record Low". Wealth Briefing. Retrieved 2025-09-16.
- ↑ Khan, Alina (May 14, 2025). "Third of HNWs fallen victim to scams in past 6 months". FT Adviser. Retrieved September 12, 2025.
- ↑ "Dr Mike Peacey - Our People". University of Bristol. Retrieved 2025-09-16.
- ↑ Bratley, Meg (February 13, 2025). "Saltus Wealth Index Falls to Record Low as Confidence Among High Net Worth Individuals Declines". IFA Magazine. Retrieved September 5, 2025.