Investment planning
Our low-cost, evidence-based portfolios are built on decades of research. Here’s why we think they’re the icing on the cake when it comes to our service.
Tailored to you
Your investment strategy should be unique and tailored to your goals and aspirations. We invest your money specifically aiming to give you financial freedom – freedom to live the life you want, freedom from worry, and freedom from undue risk.
We’ve partnered with Betafolio to develop a diverse range of investment portfolios, including Environmental, Societal & Governance (ESG) , so there truly is something to suit everyone’s needs.
Evidence-based investing
Years of independent academic research and our own practical retirement planning experience show that trying to beat the market fails far more often than it succeeds. It’s also wholly unsuited to giving you financial freedom – it only offers risk and insecurity.
That’s why we focus on a solely evidence-based approach, backed by decades of independent research and scientific evidence. Not only does this help ensure lower costs, but it promises a greater chance of success in the long run.
The value of an investment can go down as well as up, when investing your capital is at risk.
Our investment principles
We create all of our portfolios in line with some transparent principles. We believe that by adhering to these, we can help to reduce investment risk and increase security.
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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