Clients first, always
Everyone is interested in money. It can however, bring happiness, and cause us to worry at the same time. We think it’s what money can do for you that should be the real focus of your – and our – attention. Because only when we understand your hopes and dreams for the future can we put the financial plan in place to achieve them. That’s what interests us and keeps us doing what we do.
Of course, it’s our job to understand the pros and cons of all kinds of investments and financial products, but it’s always the bigger picture that counts. Your wealth isn’t an end in itself. It’s simply the key to unlocking your financial freedom.
At Callisto we understand that without our clients we have nothing. That’s why we always put our clients’ best interests first and act as a fiduciary.
Proud of what we do
Callisto is based in a beautiful parkland setting close to Rainford in England’s north west. We are proud to serve clients from across our region and further afield, helping them to establish their values, vision and goals, get their financial houses in order and establishing a solid foundation for achieving future plans.
At the heart of Callisto is our founder, Andrew Platt. Andrew is passionate about Financial Life Planning – helping our clients to uncover their goals and encouraging them to live life to the full. Once this is established we back this up with the latest technology to produce a financial plan and give them access to their financial life whenever and wherever they need it.
Andrew has studied the dynamics of investing for many years – and having learned from the industry’s leading names, Andrew’s insights shape our fundamental beliefs.