Jon Macintosh, Saltus Founder, On Winning Best Wealth Manager 2026

Jon Macintosh, Saltus Founder, discusses with Holly Mead being voted "Best Wealth Manager" in the Good Money Guide Awards. He reflects on their 20 years in the financial services industry, emphasising the shift from investment management to financial planning. They discuss the impact of AI, the importance of client relationships, and the challenges of market volatility. Jon also highlights the significance of early financial planning, the risks associated with private assets, and the evolving regulatory landscape. Plus highlights the value of financial advice and the need for a proactive approach to managing finances.Chapters00:00 Celebrating 20 Years in Business01:21 The Shift to Financial Planning02:26 AI's Role in Financial Services04:41 Navigating Market Volatility05:54 Understanding Fees and Value07:51 The Importance of Early Financial Planning09:50 Selling Peace of Mind10:59 Learning from Investment Mistakes12:45 The Risks of Private Assets14:46 Money as a Means to an End16:55 The Impact of Changing Regulations19:15 The Future of Financial Planning