Saltus

Saltus acquires Tavistock's advice businesses for £38m

Saltus has paid up to £37.75m to acquire Tavistock’s financial advice businesses, Tavistock Partners Limited and Tavistock Partners (UK) Limited, including the Abacus and Duchy brands.
Saltus buys £300m AUM Financial Planning firm
HNW clients underestimate retirement funding
Research reveals generations split on ESG investing
Clients keeping family in dark on wealth transfer
Saltus appoints Planning head in push for Chartered status
Saltus acquires £160m AUM Hertfordshire wealth manager
9 in 10 older HNW clients concerned over inflation
HNW savers underestimate pension funding by £300,000
Saltus acquires London Chartered Financial Planning firm
Planner questions Consumer Duty enforcement
Private Equity firm PCP takes majority stake in Saltus
73% of HNW clients paying ‘right’ amount of tax
Most HNW clients to tap housing wealth for retirement
28% of HNW clients may cut pension saving
Poor ESG returns putting off HNW investors
Saltus appoints new chief operating officer
HNW clients paying £10k a year to family members
HNW clients expect Labour to win election
Planners disappointed at ‘smoke and mirrors’ Budget

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