Journey
Your financial journey starts with a single step in the right direction, and often that starts with a clear conversation with a financial planner. Since 1986, we’ve helped individuals and families across all stages of life turn their wishes into goals, and goals into reality.
01
01
Let’s talk
Your journey starts with an informal, yet important chat with a member of the team. During this no obligation conversation, we begin to understand where you are in life, where you’d like to be, and answer any questions you have about the service we offer.
Most importantly, it’s where you decide if we’re right for you. It’s going to be a long-term relationship, so you must make the right decision.
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02
Share your story
This is where we take things up a notch and begin to shape your financial future. We start by collecting all relevant personal and financial information and establishing any perceived risks.
It’s all about understanding you at this stage. We can’t create a plan without seeing the full picture and having all the information we need. Your goals, both now and in the future, form the foundation of the plan we build.
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03
Join the dots
Planning for the future requires looking at your current position and how you arrived there. By taking this step back and reviewing your past, we will make recommendations based on the type of product that will best suit your needs.
Once we’ve completed this stage, we shift our focus forward again and start to connect the dots.
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04
Make a plan
With the preparation work done, we can now sit down and prepare your personalised plan and compile our recommendations.
Nothing is set in stone at this stage, so we will outline potential strategies which will get you where you want to be. We find it helps our clients to see various scenarios based on different outcomes, because life rarely follows a single, straight path.
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05
Put the plan in place
“Thriving together” is one of our four core values as a firm, and it comes to life when we present your plan.
We collaborate with you to review our recommendations and agree on the strategy that best supports your goals. From there, we implement the plan, guiding you every step of the way as you work towards the future you want to achieve.
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06
Keep on track
Right at the start of your journey, we promised a long-term relationship, and we stick to our promises.
We’ll meet to review your plan, amending it if necessary based on any changes in your life or the wider financial landscape. Of course, we’ll also be available throughout the year to answer any questions you have.
Nurturing relationships
We’re grounded in trust, transparency, and collaboration, building relationships that deliver long-term success.
Navigating futures
We guide you through complex financial landscapes with clarity and expertise, ensuring you feel informed at every step.
Client-centred excellence
Your requirements are at the forefront, shaping your future with personalised advice and outstanding service.
Thriving
together
Each step is an enjoyable journey for everyone, reminding ourselves that true impact is measured by the value we bring.
The spotlight is on our clients
of clients were satisfied that we understood their objectives
would recommend us to their friends, family, or colleagues
believe working with us has helped or will help them achieve their financial goals
Even more happy clients
Posted on GoogleTrustindex verifies that the original source of the review is Google. Having used Salisbury House twice, consecutively for our 1st mortgage and 5 year remortgage, Sarah and her team have delivered an exceptional service. The process was smooth, with great communication and updates to keep us informed and reassure any anxieties. Thank you so much 🙏🏻Posted on GoogleTrustindex verifies that the original source of the review is Google. Friendly and trustworthy. Have found Oli and the team a huge support and very reassuring.Posted on GoogleTrustindex verifies that the original source of the review is Google. Excellent service as always. I have been using Salisbury House Wealth for almost 20 years and simply cant fault them. 5 stars, would definitely recommend!Posted on GoogleTrustindex verifies that the original source of the review is Google. Excellent... efficient and friendlyPosted on GoogleTrustindex verifies that the original source of the review is Google. I was 100% satisfied with the service provided by Michelle White at Salisbury House. Her attention to detail throughout our mortgage process was outstanding! With us being first time buyers, we were completely overwhelmed with the amount of paperwork and the online portal that our solicitor sent us. If it wasn’t for Michelle, we wouldn’t have understood how to complete parts of the application nor the process , as we were not instructed by our solicitor. Michelle went through the whole process step by step explaining everything along the way, which made a huge difference to our experience.Posted on GoogleTrustindex verifies that the original source of the review is Google. I cannot recommend Salisbury House Wealth enough. They are super efficient, knowledgeable and deliver the best value for money. We have been with them for the last few years and every time we have used their services, we have found them very professional, efficient and effective. They go over and above and deliver excellent results. We highly recommend their services to anyone who is looking to secure and build their financial future.Posted on GoogleTrustindex verifies that the original source of the review is Google. Always first class support and advice from the team at Salisbury House. Really appreciate their help with a number of financial decisions to be made.Posted on GoogleTrustindex verifies that the original source of the review is Google. I applied for the Client Support Manager role and went through every stage of the process an interview with the recruiter, an interview with the hiring manager, an online test, and a final face-to-face interview. After completing everything, I heard nothing for four weeks. My recruiter then received a short email saying, “Thank you for your interest, but the role has now been filled.” I followed up with Anja and Colin for feedback but never received a reply. It’s very disappointing after investing so much time and effort. It’s unacceptable and disappointing that a company would treat individuals like this after such a long and thorough recruitment process. The lack of communication and professionalism speaks for itself.