Life planning
What does your ideal retirement look like? If you’re not sure, you’re not alone - it can be difficult to picture your future! We’re here to help you lay the foundations and start on your journey towards it.
It all starts with you
Life planning is the key to unlocking your dream retirement – the better prepared and clear you are about what it looks like, the better you can plan for it. So we focus on your goals: maybe you want to travel and live a life of adventure, or you have your heart set on a holiday home.
Don’t worry if you’re not sure yet. Right now, it’s all about broad brushstrokes, bold visions and big dreams: you can shade in the details and contingencies with our help later. Need a little inspiration in the meantime? Watch our video below.
Typical questions
We can help you answer…
What do I really want to do in retirement?
Can I afford to spend more time doing the things I love?
When can I realistically stop working?
How will I feel once I reach retirement?
Can I make sure I’m free of financial concerns?
Will my finances support my retirement plans?
Making it happen
This is where we come in. We specialise in helping you explore your options and plan effectively for the future you want. Get creative – visualise it, write about it, even storyboard it!
Once we have a clear view of what the retirement of your dreams looks like, we can start work to get your finances organised in a way that makes it achievable.
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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