Deciding on your next chapter
A plan for life as it happens
Work with a financial planner to determine how you want your life to look now and in the future. There will be sacrifices to make, but that’s all part of this journey and your unique plan.
Consider your retirement
It’s still years or even decades away, but retirement requires years of planning and saving. By having a date in mind, we’ll create a plan to get there, taking into consideration life changes or curveballs.
Planning for your children’s future
It’s not just your future to think about; with university fees and helping them onto the property ladder, their milestones matter too. We’ll help you work out how much you can afford to contribute.
Helping you feel secure
As part of our all-encompassing service, we will also suggest ways to protect you and your family better, which might include critical illness, income protection, and life insurance.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Reassurance beyond numbers
You’ve reached a pivotal moment in life, rich with opportunity. Make the right choices now, and you can build a future that reflects what matters most to you.
Finances may feel more comfortable than they once did, but that brings new questions. How do you balance securing your retirement with living well today? How do you help your children without compromising your own plans? Getting that balance right is key.
- Upholding our core value of “thriving together”, we will explain every stage of the financial planning process, keeping you informed and able to make decisions with confidence.
- As a firm built to last, you can begin your financial journey knowing our support is here for the long term, guiding you all the way to retirement and beyond.
- Our advice is built around your life, not a standard template we use with each client. We’re led by your goals and values.
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.