Beckford James LLP Financial Service in Bath

Reviews

1. Ed Owen ★☆☆☆☆

   Sadly I have had to raise a formal complaint. Due to Saltus raising their fees to uncompetitive levels, after being with them many years (from when they were Brunel), my wife and I made the decision to move elsewhere. I fully expected service to drop, but the process has been a disaster with our fund manager being no longer able to see our accounts or help (ridiculous) and the transfer team being useless, unresponsive and clearly couldn't give a damn. We started the process in August and today the transfer is not complete, and we have been paying "financial advice fees" every month. We will be requesting those to be returned or will take legal action. My final funds left my account a few days ago but have not yet been sent to AJBell. Pathetic.

   almost 9 months ago
2. Hannah Hewetson ★★★★★

   Saltus have been very helpful in managing my pension pot. Ivan is very clear with his advice and explains everything in a simple and easy to understand way. My pot has grown considerably with them and I am very pleased with their services.

   1 year ago
3. Graham Yeadon ★★★★★

   Ivan at Saltus helped me set up a pension when I became self-employed several years ago. The process was painless and I've been very happy with the results ever since. All communications have been professional and even enjoyable. Ivan has also helped me set up a private ISA, which has been better in every way than constantly shopping around for high-street deals. Highly recommended.

   1 year ago

1. Paul Hodgson ★★★★★

   Ivan Lintner provided an introduction, in person, to the services that Saltus could provide. With a lot of bad press about Pensions and scams around, it was necessary for me to have the personal confidence to make the changes necessary to my pension plans. Ivan guided me through this, and with the follow-up support with annual reviews and the online portal, I am pleased I chose the path I did.

   1 year ago
2. Mark Staples ★★★★★

   Ivan at Saltus has been looking after my pension for years now. I have only good things to say about the service I receive. Always good communication, easy access to the performance of my investments and Ivan, especially, fills me with confidence that my money is in the right place. Thoroughly recommend.

   almost 2 years ago

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