Saltus - Bath

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.

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.

Bill Whittaker

Alistair has been my financial adviser for 10 years and during that time he has been tremendous in helping me plan for retirement. When I retired 3 years ago his advice on investment and tax planning ensured it very smoothly. Our regularly reviews ensure I have no worries in retirement

Stephen Pennells

My wife and I have had our investments managed by Ivan Lintner for about a decade now. The investments he managed for us with Beckford Saltus (and previously Beckford James) have performed brilliantly. But more than that, Ivan has constantly been a sage voice in all financial matters for our family going well above and beyond. He is clearly an excellent financial planner but as important to me is that his advice is always in our best interests.

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.

Sat Lakhe

I have been dealing with Ivan for a number of years now and more recently with Saltus. Ivan is highly knowledgeable on professional services and investments. He is keen to help and explains things clearly. Always a pleasure to deal with and very friendly.

Marc Iracashp

Ivan has proven to be an outstanding professional in the field of pension planning. His deep expertise and unwavering commitment to helping clients secure their financial futures are truly remarkable. Ivan's approach to pension planning is characterized by thoroughness, transparency, and a genuine dedication to his clients' well-being.

One of Ivan's most impressive qualities is his ability to demystify the complexities of pension planning. He provides clear, straightforward explanations and personalized guidance, making it easy for clients to understand their options and make informed decisions. This educational approach empowers clients to take control of their retirement planning with confidence.

Ivan's meticulous attention to detail ensures that every aspect of a client's pension plan is carefully considered and optimized. He takes the time to understand each client's unique financial situation, goals, and concerns, tailoring his advice and strategies to meet their specific needs. This personalized approach ensures that clients receive the most effective and relevant pension planning solutions.

Moreover, Ivan's proactive management style sets him apart. He regularly reviews and updates pension plans to reflect changes in the market and regulatory environment, ensuring that his clients' investments remain well-positioned for growth and security. His commitment to staying current with industry trends and best practices is evident in the quality of his work.

Ivan's genuine care for his clients is also noteworthy. He builds strong, long-term relationships based on trust and mutual respect, making clients feel valued and supported throughout their pension planning journey. His dedication to providing exceptional service and achieving the best possible outcomes for his clients is truly commendable.

Ivan's expertise in pension planning is unparalleled. His dedication to client education, personalized service, and proactive management makes him a trusted advisor in the field. Ivan's work ensures that his clients can look forward to a secure and comfortable retirement, knowing their pension plans are in the best possible hands.

Vicki Glaister

We have worked with Alistair Williamson for many years and he really "gets" us and what we want to do with our money, not just to grow our pot but also to suit our lifestyle aspirations. The modelling for retirement has been invaluable. He is extremely easy to work with and avoids complex financial jargon which is helpful in understanding our options. We really trust his judgement.