Financial planning
Your financial plan is essentially your roadmap to the future - to the retirement you’ve always dreamed about. Here’s how we bring it to life.
Built on understanding
Great financial planning isn’t just about pulling together a mixed bag of pensions, savings and investments. It’s about your goals for the future, and how your finances can support them.
Once we understand more about your aspirations for retirement and the kind of lifestyle you want to achieve, we can review where you are and make moves to ensure you get to where you need to be.
Smart technology
Technology is at the heart of our business and central to our financial planning approach. Why? Because it puts the control in your hands and ensures you stay fully in the know. Here are just some of the ways we use it to benefit you:
Lifetime cashflow software
Allows us to test scenarios based on your financial forecast and cover a range of ‘what if’ possibilities, so you can have peace of mind that your plan is robust and suited to many outcomes.
Timeline
Income planning software is invaluable for clients who are withdrawing an income from their pensions and investments. It allows you to input your portfolio value and required withdrawals and uses actual stock market returns to visualise the outcomes of various withdrawal strategies.
The Callisto app
Is our bespoke portal to your entire financial life. It gives you a complete view of your finances all in one place, along with all the associated paperwork. It’s totally secure and accessible from any device, meaning you can stay updated your way.
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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