Making a big life change
A retirement you can enjoy
Retirement brings one of life’s biggest transitions as you shift from structured days to having the freedom to choose how you spend your time. It’s only natural to want confidence that you’ll enjoy this next chapter without financial worry.
Looking at the bigger picture
Our advice is designed to support families. Even though they’ve likely fled the nest, we look at where your children are in their lives and whether you wish to help them now or in the future. Family is at the heart of a financial plan.
Your needs, understood
For business owners, retirement can mean both leaving a business and starting a new chapter. Your retirement may involve complexities unique to business ownership. We have the expertise to help you confidently plan and move forward.
Helping you feel secure
Before you make any major life changes, you also need to plan for the unexpected. That way, if life throws you a curveball, you can be safe knowing your finances are covered by the most appropriate insurance and protection policies.
Reassurance beyond numbers
Making “big changes” may sound unsettling, but it doesn’t need to be. It’s about focusing on what really matters, and in your case, it’s the important financial decisions that shape your future.
Think ahead, plan for life’s uncertainties, and take steps that help you approach retirement with confidence. Together, we’ll create a plan that gives you security and choice, so you can face the future with greater peace of mind.
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.
- 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.