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Our Bath financial advisers
About our Bath Office
Our financial advisers in Bath have been helping clients throughout the Somerset region for over 20 years. We prioritise our clients and are dedicated to helping you achieve your goals, whether that’s building a comfortable retirement, reducing the tax you pay, or passing on your wealth.
We offer wealth management services that help you make informed decisions and adapt your plans as life changes. Our Bath financial advisers are ready to listen and guide you through the complexities of the investment landscape to build a financial plan that is right for you.
"We believe in putting our clients first. Whatever your goals are, we’re here to help you achieve them."
Alistair Williamson, Chartered Financial Planner and Partner, based in Bath
"We believe that every client deserves a tailored approach. The Bath financial planning team is here to listen, support, and guide you in navigating your financial journey, no matter what your goals may be."
Justin Kai, Financial Planner and Partner, based in Bath
"In Bath, we believe that effective wealth management begins with listening. Our team is here to assist you in navigating investment challenges and to support you in achieving your financial objectives."
Andrew Goodey, Chartered Financial Planner and Partner, based in Bath
What to expect from our wealth management service provided by our Bath office
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively. You can find out more about our services below.
A chartered firm at the forefront of our profession
Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.
Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.
A highly qualified team
We are specialists in wealth management and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country.
We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan.
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.
We harness the latest technology
We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.
Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions, such as expected investment growth, to help establish if you have enough money to achieve all your goals.
A wide range of award-winning investment solutions
We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns.
We’ll work around you
We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices
How to find the Bath office
Queen Square House,
Queen Square Place,
Bath,
BA1 2LL
Queen Square Place,
Bath,
BA1 2LL
Parking
If you are arriving by car, there is a car park opposite the office called Charlotte Street Car Park. Please ensure that you pay on arrival.
- Charlotte Street Car Park: Charlotte St, Bath BA1 2NE
Train
If you are arriving by train, Bath Spa train station is a 14 minute walk from the office. Please refer to the map for directions.
Taxi
Taxis are available at the taxi rank outside Bath Spa station. We have also provided numbers for local taxis below:
- VEEZU 01225 464646
- Taxis of Bath 01225 317898
Alternatively, you can use these apps: Uber, Bolt and SWOOP.
Once you have arrived
Once you have arrived, please press the button labelled ‘Beckford Saltus’ on the front door buzzer and one of our lovely Bath team members will let you in.
Our office is located on the ground floor next to the main door.
Accessibility
There is an access door at the back of the office that is step-free, once inside there is a lift that can access the ground floor where the office is located.
Please contact us in advance if you require step-free access.
Our wealth management services in Bath
About Saltus?
Find out more about our award-winning wealth management services…
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
£8.2bn+
assets under advice
20
years working with clients
350+
employees
97%
client retention rate
Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.
Whiteley
Solent Business Park, 4500 Parkway, Whiteley, PO15 7AZ
Bath
Queen Square House, Queen Square Place, Bath, BA1 2LL
Bournemouth
Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED
Bristol
Spaces Castle Park, Programme Building, The Pithay, Bristol, BS1 2NB
Farnham
Gostrey House, Union Road, Farnham, Surrey, GU9 7PT
Leigh-on-Sea
1279 London Road, Leigh-on-Sea, SS9 2AD
London
3 -5 Rathbone Place, London, W1T 1HJ
Penarth
The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD
St Albans
2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA
Wells
Melbourne House, Wells, BA5 2PJ