About us
We’re independent financial planners who have been helping people in St Helens and Liverpool live the lives they want since 1993. Could you be next?
About us
You first, your money second
As financial planners, you might be surprised to hear that our focus isn’t on money. Instead, it’s on what your money can do for you. We work hard to understand your hopes and dreams for the future so we can create a financial plan that will allow you to achieve them. Your wealth isn’t an end in itself – it’s simply the key to unlocking it.
We are
Retirement planning specialists
With nearly 30 years’ experience in the profession, we’re experts in helping people achieve their retirement dreams as simply as possible. Whatever your circumstances and whatever retirement looks like for you, we’ll help you organise your finances in a way that enables you to enjoy it.
What we do
Our services
Sponsorships
In the community
We always strive to give back where we can, particularly when it benefits our community. We’re proud sponsors of St Helens R.F.C Women’s team members, Amy Hardcastle and Paige Travis, for the 2022/23 season, as well as Sam Royle of the Men’s First Team. This is a brilliant opportunity for us to support our local team and its hard-working athletes.
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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