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


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Freedom to enjoy your future

It’s too precious to leave to chance

Financial freedom is personal. It means something different to everyone. For some, financial freedom will remain a dream. Without putting a plan in place, all those future hopes and aspirations – such as travelling the world or enjoying your hobbies or moving to the sun – could remain out of reach.

At Callisto Wealth Management, we believe financial freedom is too precious to leave to chance. As experienced financial advisers we know that with right strategy, you can achieve it.

Our financial planning and wealth management approaches are tried, trusted and proven – and we think it’s about time your wealth was working harder for you.

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A smarter way to plan your financial future

Our process is designed around you

A proven, tried and trusted approach

At Callisto Wealth Management, when we meet with new clients it is important for our financial advisers to find out about their life goals and plans. By understanding them as individuals we can grasp their needs and figure out where their finances are – and where they need to be.

The best way to get the most from your money is by thinking of your goals – then putting a plan in place to achieve them. At Callisto Wealth, our financial advisers have many years’ experience helping people to plan to enjoy their wealth.

The key to our approach is our six-step process which involves establishing your vision and goals. We will then analyse existing arrangements and formulate a sensible long-term plan. Our financial planning methods are backed by a systematic investment approach that does not involve speculation or trying to second-guess the markets. We follow fundamental investment principles that are proven to work, time after time.

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Don't just take our word for it

Our clients say the nicest things

Helping people find financial freedom is our passion. It’s something we could happily talk about all day. However, it’s what our clients think about us that really counts, and we’re very proud of the feedback they give us.

Everyone’s journey is different, but we hope that all our clients experience a similar sense of peace of mind when we put our approach into practice. Certainly, their generous words indicate that we’re doing something right.

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