Our accreditations
When choosing to work with a financial planner, you’ll want to know you’re in the safe hands of someone experienced and qualified. Our accreditations are our “badges of honour” and a symbol of being just that.
Our accreditations
Chartered Financial Planner
Andrew was one of the first financial advisers in the UK to achieve the status of Chartered Financial Planner, as awarded by the Chartered Insurance Institute (CII). In order to secure the Chartered accreditation, a planner must demonstrate the highest level of technical knowledge through their qualifications. They must also adhere to a strict code of ethical conduct.
Our accreditations
Certified Financial Planner™
Andrew is also one of only a few financial advisers in the UK (less than 2%) to achieve the status of Certified Financial Planner™, as awarded by the Chartered Institute for Securities & Investment (CISI). This is the only globally recognised symbol of excellence in financial planning and is awarded to those who have demonstrated both an exceptional level of skill and a commitment to acting in their clients’ best interests.
Our accreditations
Chartered Fellow
Andrew has also been awarded Chartered Fellow status by the Chartered Institute for Securities & Investment (CISI) – the highest accreditation available by this body. In achieving this, Andrew has cemented his position as a respected and highly qualified professional within the financial planning field, having met the CISI’s rigorous practice standards.
Why do qualifications matter?
Chartered and Certified designations are some of the highest in the financial planning profession. These qualifications show that your planner has trained to the highest level and that they keep up to date with any changes through continued professional development. It also demonstrates that your planner can help plan even the most complicated of affairs.
Contact Us
Let's talk
To find out more about how we could help with your finances, simply get in touch to arrange your free, no-obligation consultation.
Callisto Wealth Management Limited, The Stables, Pasture Lane, Business Park, Pasture Lane, Rainford St Helens, Merseyside WA11 8PU is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 607698. https://register.fca.org.uk/
The Financial Conduct Authority does not regulate taxation advice and will writing.
Registered office: The Stables, Pasture Lane Business Park, Pasture Lane, Rainford, St. Helens, Merseyside, England, WA11 8PU. Registered in England & Wales (07540572).
Regulations, levels and bases of taxation are subject to change and individual circumstances. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details:
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