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Salisbury House Wealth - Financial Planner in Wigston, England

4.9(135 reviews)See reviews ↓·Leicester

About the company

Salisbury House Wealth was founded in 1986 as a small practice of financial planners. It has since expanded to include an office in St Ives, alongside a specialist mortgage and protection advice team. The firm follows a six-step process when building a financial plan. Tim Holmes is Managing Director, Colin Reid is Financial Planning Director, and Anja Turvey is Operations Director.

Oliver Faulkner is Partner & Chartered Financial Planner. Charlie Hack, Dominic Holmes, Natasha Food and Max Faulkner are Financial Planners, with Max Faulkner also a Chartered Financial Planner. Oscar Holmes is a Mortgage & Protection Adviser. Salisbury House Wealth offers financial planning services.

What customers say

Based on genuine customer reviews

People approaching later life, first-time investors and households with pensions and mortgages form the bulk of the clientele described in feedback. Tim, Oscar, Max, Dominic, Ollie, Adam, Grace and Sarah are named for their expertise and approachability, with particular appreciation for the way complex arrangements are explained plainly to clients in their eighties. Clear communication recurs: queries are answered swiftly, updates arrive without prompting, and yearly visits keep investors informed about how their money is performing. Reviewers repeatedly mention smooth handling of a first mortgage and a five-year remortgage, with consistent updates that calmed nerves along the way.

Longevity of relationships is striking, with some clients of nearly thirty years noting steady support and the confidence it brings, while newcomers value a simplified, personal style that made their first steps into investment feel secure and manageable. Professionalism and patience feature throughout, as does the readiness of the whole office to assist whenever questions arise. Satisfactory growth across pensions and broader financial affairs is credited to the guidance received, and the friendliness of every staff member spoken to is a further theme running through the accounts of ongoing advice.

Reviews

Reviews are taken from publicly available sources.

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Tom Goodwin13 July 2026

I've been a client of Tim and his team for nearly 30 years, and their service has been exceptional throughout. Their attention to detail, professionalism, and consistent support have given me complete confidence over the years. I know I'm always receiving expert advice and outstanding service. I highly recommend Tim and his team to anyone looking for trusted, long-term financial guidance.

MG
Mark Gilbert17 June 2026

Tim & Dominic & Salisbury House team do a great job in advising on our pension & investments. We have seen great growth in all aspects of our financial affairs since we have been with them.

JP
Jane Payne17 June 2026

A very professional friendly team who are available at any time to answer queries regarding the service that they provide. All staff are very knowledgeable and a pleasure to speak to. We have used their services for the past 9 years and never had any issues they give an excellent service.

AG
Angela Gilbert17 June 2026

Salisbury House is a great place for financial advice and looking after your pensions and investments. We have always been looked after well by Tim and Dominic.

SJ
Sarah Jinks15 June 2026

Tim is absolutely fantastic in terms of his knowledge, advice and personality. The advisors within the office are also extremely knowledgeable and friendly - nothing is ever too much trouble. Without Tim I'm not sure how id have coped with our financial commitments and arrangements over the 5 years we have been with him.  Thank You.

AC
Alison Cook10 June 2026

I have been with Salisbury House for many, many years and have always found their services caring and exemplary. I have an annual review for an update on my accounts and forward planning and always feel that my finances and interests are always taken into full consideration. I fully recommend their services.

SM
saema Malik10 June 2026

I have used Salisbury House for the last 12 years, they were recommended to me by family and I have used them ever since. Over the years they have helped facilitate the purchase of 2 properties, as well as remortgaging and finding the best interest rates every time my fixed rates end. This time round I was helped by the lovely Adam. He made the whole thing seamlessly easy, and his communication was impeccable. I also had the pleasure of speaking to Sarah who showed real commitment to my situation in the very early days when I was looking for that perfect house and nothing was really happening. She stuck with me till the end! Thank you so much to both of these guys, I will be back to seek your help and guidance again no doubt. Hopefully not too soon though! I have always recommended them to friends, and will continue to do so!

Financial advisers in Leicester compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Leicester are compared.

RankProviderRatingReviewsOpen Sat.
1Rowley Turton (IFA) Ltd.★ 5,0103No
2GP3 Financial Advisers★ 5,031No
3Accomplished Financial Solutions★ 5,018Yes
4Ingenious Financial Solutions★ 5,012No
5Salisbury House Wealth - Financial Planner in Wigston, England (this page)★ 4,9135No
Contact
+441162882202s-h-w.com304 Leicester Rd, Leicester, Wigston LE18 1JX
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed