Callisto Wealth Management Ltd
Rainford Hall
Crank Road
Rainford
St Helens
WA11 7RP

Our process

1
1. Engagement

How our services may work for you

Getting to know you

Discover what brought you to this point

2
2. Discovery

Goals and visions

Client Agreements

Risk Profiling

Strategy Report

3
3. Analysis

Lifetime cash flow

Implementation Report

4
4. Implementation

Account opening

Investment Policy Statement

Lifetime cash flow 'what if' scenarioes

5
5. 35 Day Follow-up

Follow up meeting to check progress

6
6. Forward Planning

Sustainable planning