At retirement?
If you’re about to transition into retirement, you might be feeling a mix of emotions. Excitement for a new stage in life, uncertain about what that looks like in reality. We’re here to help.
Helping you
Become financially well-organised
We know that heading into retirement can feel a little daunting. You might have concerns about having enough money to last the rest of your life or wondering if you’ll need to change your lifestyle. We can help answer some of these questions and give you some much-needed peace of mind.
We’ll work with you to discover what your ideal retirement looks like: the things you want to be doing, the memories you want to make. We’ll then build a robust financial plan to help make those dreams a reality. All you have to do is look forward to it, knowing your future is in safe hands.
Determine your goals
We’ll explore what’s most important to you in your retirement – your hopes, dreams and aspirations.
Ensure you have enough
We’ll create a plan to ensure you’ll have enough to achieve your retirement goals.
The value of an investment can go down as well as up, when investing your capital is at risk.
Support through the transition
We’ll be there to guide you into this new stage, ensuring you have financial peace of mind for the future.
Faqs
You might be asking…
What should I do with all my pensions?
If you’ve built up several pension pots over the years, you might be unsure of where they are and what they’re worth. We can help you to review your pensions to give you a better view of where you stand financially. This could involve consolidating them in one place.
Is my plan for retirement sustainable?
Using market-leading technology, we’ll determine whether your portfolio can sustain you through your retirement, highlighting any potential shortfalls and illustrating the action you’ll need to take.
Can I afford to maintain my current lifestyle?
Many people worry that they won’t be able to live how they want to in retirement. With a tailored plan, your finances can be set up to support your preferred lifestyle.
What happens next?
We want to give you the tools to enjoy your retirement without financial worry, and a big part of that is making sure we check in with you regularly. We’ll review your plan annually to ensure you stay on track.
Client Stories
What our clients say
During market difficulties, we have received continual information both verbally and via posts on the very useful Callisto app, both of which have given reassurance that our portfolio will weather the storm.
Mike & Marilyn A
I am really happy with how Andrew and his team keep us updated with newsletters, emails etc. They are always available to answer any questions or queries we have.
Phil D
I find investing quite hard to understand, but Andrew took the time needed to fully explain how he does things and the results have been good.
Lynn P
From our initial discussions I felt very confident that Andrew had a good understanding of my circumstances, and he took the time to explain things using terminology that (even!) I could understand.
Paul B
Andrew and the team have been very helpful to me. I would recommend them; nothing is too much trouble, and they are very knowledgeable.
Eileen L
After choosing to work with Callisto, one of the things that impressed me most was that Andrew was very open about the fee structure and every charge was detailed for me.
Robert H
One of my best decisions was to entrust my pension to Callisto’s management. Andrew and the team are efficient, focused and really good people.
Graham G
Communication throughout has been excellent. Andrew takes the time to ensure everything is understood, in very easy terms.
Jeff B
During market difficulties, we have received continual information both verbally and via posts on the very useful Callisto app, both of which have given reassurance that our portfolio will weather the storm.
Mike & Marilyn A
I am really happy with how Andrew and his team keep us updated with newsletters, emails etc. They are always available to answer any questions or queries we have.
Phil D
I find investing quite hard to understand, but Andrew took the time needed to fully explain how he does things and the results have been good.
Lynn P
From our initial discussions I felt very confident that Andrew had a good understanding of my circumstances, and he took the time to explain things using terminology that (even!) I could understand.
Paul B
Andrew and the team have been very helpful to me. I would recommend them; nothing is too much trouble, and they are very knowledgeable.
Eileen L
After choosing to work with Callisto, one of the things that impressed me most was that Andrew was very open about the fee structure and every charge was detailed for me.
Robert H
One of my best decisions was to entrust my pension to Callisto’s management. Andrew and the team are efficient, focused and really good people.
Graham G
Communication throughout has been excellent. Andrew takes the time to ensure everything is understood, in very easy terms.
Jeff B
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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