Who we work with
We’re specialists in working with people who are on their retirement journey. Whether it’s still some way off or it’s well within reach, we help people plan for and achieve the retirement they want.
We work best with clients who…
Clients who are serious about planning their retirement
Want clarity, simplicity and structure in their finances
Are serious about making smart decisions with their money
Are willing to delegate tasks and take responsibility for tasks they need to complete
Embrace the truth, take action and act on sound advice
Clients who are thinking about retirement and have assets above £150,000 and those near retirement and have reached investable assets of over £250,000
Are you...
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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