Callisto Wealth Management Ltd

Independent Financial Adviser  Callisto Wealth Management Ltd, Rainford, Merseyside, WA11 8LZ
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FCA authorised
Last authorised 21st September 2020
We show you how to identify, achieve and maintain your future lifestyle without fear of running out of money.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Andrew Platt
Chartered Financial Planner
About us

Callisto Wealth Management is a Chartered and Certified financial planning firm in St Helens. We help people who realise they need to get their finances in order. They have collected investment products down the years and understand they need to make sense of everything, have it all evaluated and plan for the future with confidence.

We help our clients to uncover what they want out of life, put a sensible long-term financial plan in place, and support this with an investment portfolio that is backed by solid evidence. Callisto has a proven track record of effective problem solving and attention to detail and our goal is to meet and exceed the expectations of every client.

Give us a call and arrange a complimentary first meeting.

Our services

When we meet a new client, they tell us about their life goals and, importantly, we listen.

By listening and understanding them as individuals, we can find out where their finances are now – and where they need to be, so that we can plan to fulfil their hopes and dreams.

Key to our approach is our six-step process. First, we establish their vision and goals, and analyse any existing arrangements. We then set out to plan for personal and financial transitions and put a financial plan in place, backed by investment portfolios with decades of solid scientific evidence.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Callisto Wealth Management Ltd, Rainford Hall, Crank Rd, Crank, Crank Road, St Helens, Merseyside, WA11 7RP

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