Saltus

Fareham, United Kingdom Founded: 2004 • Age: 22 yrs Acquired By Preservation Capital Partners
Wealth management services are provided to UK clients.
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About Saltus

Saltus is a company based in Fareham (United Kingdom) founded in 2004 was acquired by Preservation Capital Partners in August 2022.. Saltus offers products and services including Financial Planning, Investment Management, Tax Reduction Strategies, and Pensions and Retirement Planning. Saltus operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.

  • Headquarter Fareham, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Saltus Financial Planning Limited
  • Date of Incorporation 28 Mar, 2015
  • Jurisdiction FAREHAM, ENGLAND
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Saltus

Saltus offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Reduction Strategies, and Pensions and Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Services for pensions, tax planning, and wealth consolidation.

Multi-asset class investing with risk-adjusted returns.

Advice on minimizing tax burdens for clients.

Guidance on retirement savings and income strategies.

People of Saltus
Headcount 50-200
Employee Profiles 41
Employee Profiles
People
Louise Anne Wilkinson
Client Services Support
People
Jordan Gillies
Partner
People
Joshua Biele
Partner
People
Charlie Ambler
Co-chief Investment Officer

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Funding Insights of Saltus

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Jan, 2021 Amount Post-IPO - Grab Valuation

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Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Saltus

Saltus has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Preservation Capital Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
A private equity firm focused on financial services sector.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Saltus

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Saltus

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Saltus Comparisons

Employees
+
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Competitors of Saltus

Saltus operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple sectors are invested in by abrdn's private equity fund.
domain founded_year HQ Location
Wealth management services are provided by Mattioli Woods.
domain founded_year HQ Location
Wealth management firm
domain founded_year HQ Location
Delivers wealth management services, including portfolio advisory and financial planning.
domain founded_year HQ Location
Wealth management services are provided to clients by Sandaire.
domain founded_year HQ Location
Wealth management and investment services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Saltus

Frequently Asked Questions about Saltus

When was Saltus founded?

Saltus was founded in 2004.

Where is Saltus located?

Saltus is headquartered in Fareham, United Kingdom. It is registered at Fareham, Hampshire, United Kingdom.

What does Saltus do?

Saltus was established in 2004 as a provider of wealth management services. Operations are based in Fareham, United Kingdom, focusing on financial planning and investment advice for high-net-worth individuals and businesses. Core services include portfolio management, retirement planning, and inheritance tax strategies. The company is led by Managing Director Alex Spreckley, with activities centered in the financial services sector across the UK.

Who are the top competitors of Saltus?

Saltus's top competitors include abrdn, Sandaire and Mattioli Woods.

What products or services does Saltus offer?

Saltus offers Financial Planning, Investment Management, Tax Reduction Strategies, and Pensions and Retirement Planning.

Who are Saltus's investors?

Saltus has 1 investor. Key investors include Preservation Capital Partners.

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