In retirement?
Your retirement years are yours to be enjoyed however you wish. By working together, we can help ensure you can do more of the things you love, without financial worry.
Helping you
Enjoy financial freedom
Nobody’s retirement should be defined by money worries. Despite this, it’s common for clients to come to us with concerns; many wonder if they have enough money to last, or whether they’ll be able to afford the cost of care in later life. We’re here to help remove the burden and provide you with peace of mind.
We’ll work together to explore your priorities and needs in retirement, building a picture of what your ideal one looks like. We’ll then build a financial plan to account for that – giving you the freedom to enjoy your retirement on your terms.
Determine your goals
Whether it’s travel, hobbies, treating your loved ones or funding care, we’ll establish what’s important.
Ensure you have enough
We’ll create a plan to ensure you’ll have enough to sustain your retirement goals.
Enjoy this time
Most of all, we’ll encourage you to make the most of this time and spend more moments doing the things you love.
faqs
You might be asking...
Will I have enough money to last?
Many people worry that their money won’t last the entirety of their retirement. Using cashflow planning tools, we can effectively forecast how much you’ll need for the rest of your life, so you can enjoy it without the fear of running out.
Should I be saving or spending?
After working hard and saving for this stage, it can feel scary to change your approach. We aim to give you the peace of mind to enjoy your retirement and do the things you love, confident in knowing that your finances can support it.
What if something happens to me?
It’s important to have all bases covered. That’s why we’ll work with you to ensure you have things like life assurance, wills and a Lasting Power of Attorney in place, where appropriate.
Can I pass on some of my wealth?
If you’d like to transfer some of your money to other generations, we can help ensure a smooth, tax-efficient process that benefits the people who matter the most.
The Financial Conduct Authority does not regulate Taxation advice and will writing
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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