Why us?
It’s important to make sure you work with a financial planning firm that’s a good fit for you and your needs. Here are some reasons why we might be the right match.
We’re highly qualified
As holders of both the Chartered and Certified Financial Planner accreditations, plus with nearly 30 years’ experience in the financial services profession, we’re well equipped to deal with even the most complex of needs. Our qualifications are a symbol of our professionalism and commitment to the highest level of service.
We use technology
We put transformational technology at the heart of our service to make the client experience as smooth as possible. From cashflow and income planning software to our very own Callisto app, we help ensure you have a clear view of all your financial information at the touch of a button. And with easy communication available on any device, it’s never been easier to stay in control.
We favour a direct approach
No one likes jargon or flowery language, particularly when it comes to something as important as your money. We explain things in plain English and ensure you have a full understanding of where you are, where you want to be and how we’re going to get there – even if it means having some tough conversations.
We’re local
We’ve been part of the St Helens and wider Liverpool community for many years. It’s our home – and we don’t plan on going anywhere! We encourage all of our clients to pop in for a chat, a hot drink and a biscuit at our beautiful farmland office. You can find directions on how to reach us here.
We’re independent
We’re proud to be independent financial planners. That means we’re not tied to any products or providers, and instead can search the whole of the market for the solutions that are most suited to your needs. We don’t even take commission, so you can be confident we’re acting with your best interests at heart.
Don't just take our word for it
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:
Production
