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

Our Fees

How we are paid

One of our fundamental principles is ‘Clients First, Always’. This means always being open and transparent with every client, including about the way we are paid for the work we do.

Put simply, we do not take commission for any of the products or investments we recommend. We work only for our clients and, as such, when we begin working with you we quote a fixed project fee based on your specific situation.

Our hourly fees are £200 for financial planning services, and £35 for general administrative tasks.

Why not pop in for a coffee and a chat about your plans and your investments. We’ll review your portfolio with you and give you a second opinion. If we think it is well-suited to your long-term goals, we’ll happily tell you so. But if we think it isn’t working as well as it should, we’ll explain why. Give us an hour and we’ll show you how to get the best out of your life and your money.

Please feel free to get in touch - enquiries@callistowealth.co.uk or phone 01744 881 421 We would love to hear from you
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