Enjoying the freedom of retirement
Mark D
How has Callisto helped you?
Well, I was looking for an investment for my pensions. Andrew introduced me to Callisto, and the best way it’s helped me is that I’m living on the proceeds from my pension now. I’ve got enough to live on the proceeds from my pension.
What’s it like working with Callisto?
I don’t know! Because I just get on with my life – Callisto does the work in the background.
Describe the service that Callisto offers
The service that Callisto offers is a drawdown pension that I was not allowed to do with my company pensions. My company pensions were defined benefits: 20/60 of your final salary, 40/60 of your final salary etc, with a 50% payable on death to your wife (and when she died, nothing for the children). Callisto gives me the financial freedom to leave it for my wife and kids.
What are the key strengths of working with Callisto?
The key strength of working with Callisto is, as I mentioned before, financial freedom. I’m not tied in. I can take the amount of money I need to live on, and the money I leave in there is making a reasonable interest rate.
What does financial freedom mean to you?
Financial freedom means to me: getting up in the morning, not having to go to work. I can go play golf or go on my mountain bike. Go around the country to Nation Trust places. Go on holiday; my son lives in Australia, so I go and see him once or twice a year, all paid for by my private pension.
Would you recommend Callisto?
I would and I do. I’m currently speaking to my brother about moving his money to Callisto!
“My son lives in Australia, so I go and see him once or twice a year – all paid for by my private pension.”
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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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