Saltus
Alex Pugh FPFS is a Chartered Financial Planner with extensive experience in the financial services industry, currently working at Saltus since May 2022. Previously, Alex held positions at Higgins Fairbairn Advisory LLP and Rouse Ltd, progressing from Paraplanner to Financial Planner roles. Professional expertise includes working with high-net-worth clients and proficiency in financial planning tools such as Voyant and FE Analytics. Alex's educational background includes a Bachelor of Science in Mathematics and Finance from the University of Leeds, various certifications from the Chartered Insurance Institute, and ongoing studies with CFA UK. Prior roles at J.P. Morgan and other financial firms involved transaction processing and relationship management, emphasizing strong analytical and operational skills.
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Saltus
Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, through risk based, multi-asset class investing. We achieve this through the experience of our investment management team and by using a very diverse range of investment funds and classes.