Saltus Snaps Up Poole-Based Skybound Financial Planning
- Simon Bourke
- Jun 1
- 2 min read
1st June 2026
Deal Summary
Saltus has acquired Skybound Financial Planning, a Chartered Financial Planning business based in Poole, Dorset. The acquisition includes Skybound's financial planning operations, which serve private clients with a focus on long-term, independent advice. Financial terms of the transaction have not been disclosed.
About Saltus
Saltus is a UK financial planning and investment management group founded in 2004. It provides independent financial planning alongside discretionary investment management and currently advises on more than £11.2 billion of client assets, with over 500 employees.
Preservation Capital Partners became Saltus’s majority shareholder in 2022, providing capital to support further investment in technology, acquisitions and the Saltus Partnership Programme.
About Skybound Financial Planning
Skybound Financial Planning is a Chartered Financial Planning business based in Poole, Dorset. The firm provides personalised financial planning advice to private clients, with services spanning investment management, inheritance tax planning and later life advice.
What Happens Next?
Saltus has retained 52 Parkstone Road as its Poole office. David Wheildon has joined Saltus as a Chartered Financial Planner and partner.
Saltus's Other Recent Acquisitions
NLP Financial Management – November 2025
Saltus acquired NLP Financial Management from Stonewood Group. NLP was an advice-led firm serving mass-affluent and high-net-worth clients across London and the South East, with services including retirement planning, tax-efficient investment and wealth structuring.
Delta Financial Management – May 2025
Saltus acquired Hertfordshire-based Delta Financial Management, adding more than £400 million of client assets and over 500 clients. Delta specialised in advising business owners, airline professionals and clients working in media and entertainment.
Lowes Financial Management – February 2025
Saltus acquired Newcastle-based Lowes Financial Management, a wealth firm with a history spanning more than 50 years and approximately £1 billion of assets under advice. The transaction took Saltus’s total assets under advice to more than £7.5 billion at the time.
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