Callisto have returned to having face to face meetings, but online consultations are still available if you would prefer. Please contact us by email or phone to arrange a meeting. Contact us today to find out about our proven system for building you a secure financial future that lets you achieve the lifestyle you've dreamed of in retirement.
We partner with you for the long-term - so you can always maintain the lifestyle you want. We use the latest technology to stress-test your investment plans - so you know they are safe and secure. It's on what your money can do for you. We work hard to understand your hopes and dreams for the future so that we can put a financial plan in place that will allow you to achieve them.
We partner with you for the long-term - so you can always maintain the lifestyle you want. We use the latest technology to stress-test your investment plans - so you know they are safe and secure. It's on what your money can do for you. We work hard to understand your hopes and dreams for the future so that we can put a financial plan in place that will allow you to achieve them.
Services
Isn't it time you got everything in place to ensure you can make the most of your future?. Andrew came with a strong recommendation from my father who had used his services for some years. 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!)
It can make my job challenging, but it's a fact of life. After all, as a financial adviser and wealth manager, it would be useful to know what's going to happen. But I'm here to help you get in great financial shape whatever your future holds. I was always fascinated by how he earned people's trust and helped them plan for a comfortable future.
We've been helping people from Liverpool and St Helens to enjoy retirement comfortably and securely since 1993. The better prepared and clear you are about how your retirement will be, the better you can plan for it. Retirement planning is helping you realise your goal to retire with financial freedom and security, through a financially comfortable, enjoyable and stress-free lifestyle.
Since 1993 we've come to understand exactly how we can help you realise your dreams by combining the latest financial planning technology with a highly personalised approach. We start by understanding the lifestyle you want in retirement and then we model and mould your investments, pensions and savings so you can achieve this without financial concerns.
As you start to think about planning for retirement, what is it that you essentially want to achieve?. To ensure you have sufficient money to live your life to the full, meet any situations that may arise and be confident that you won't outlive your pension pot?.
We work closely with you to carefully understand your life plan for retirement, your existing finances and to maintain a robust but flexible investment plan that ensures you can meet your goals.Every investment plan is different - it is tailored to your needs, aspirations and finances.
We work closely with you to carefully understand your life plan for retirement, your existing finances and to maintain a robust but flexible investment plan that ensures you can meet your goals.Every investment plan is different - it is tailored to your needs, aspirations and finances.
Reviews (8)
Graham Gordon
Oct 13, 2020
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Ian Johnson
Sep 24, 2020
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Owen
Jul 25, 2020
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Tony Bracken
Jun 16, 2020
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Richard Peters
Jun 13, 2020
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Having entrusted my pension arrangements to Andrew and the team a couple of years ago I can say without hesitation that it was a wise decision.
Process was thorough and transparent with all due diligence observed allowing time for reflection/ consideration.
Regular updates and a mobile app that allows instant access to track investment performance complements the ‘personal touch’ ethos of Callisto.
I would ( and indeed have) recommended friends and acquaintances to speak with Callisto when contemplating any financial options.
Five stars from me.
Process was thorough and transparent with all due diligence observed allowing time for reflection/ consideration.
Regular updates and a mobile app that allows instant access to track investment performance complements the ‘personal touch’ ethos of Callisto.
I would ( and indeed have) recommended friends and acquaintances to speak with Callisto when contemplating any financial options.
Five stars from me.
Mike Aspinall
Oct 05, 2017
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Not unlike many people the finances of myself and my wife were somewhat disjointed and indeed inefficient. We took some time to locate a registered financial advisor in the St Helens area and chose to contact Andrew at Callisto Wealth Management.
Following a period of getting to know ourselves, Andrew clearly explained our investment options putting us at ease with what can be complex and sometimes scary financial decisions.
With the help of Andrew we now have an investment portfolio which meets our needs.
Importantly this portfolio is regularly reviewed to ensure it continues to perform as
Following a period of getting to know ourselves, Andrew clearly explained our investment options putting us at ease with what can be complex and sometimes scary financial decisions.
With the help of Andrew we now have an investment portfolio which meets our needs.
Importantly this portfolio is regularly reviewed to ensure it continues to perform as
Martine Walsh
Sep 17, 2017
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Callisto have been managing my mum's investments since my father passed away some 15 years ago. Andrew Platt has been a wise financial advisor and I know that my mum's affairs are in good hands. Andrew has a genuine ability to listen and to explain complicated matters in a way I can grasp. Even though I no longer live in the North West, I've recently asked him to deal with some of my own financial planning, which we were able to do over the phone and skype. I'd not hesitate to recommend Callisto to friends and family.
John Boyd
Jun 29, 2017
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Dissatisfaction with low returns for cash savers and soon to mature cash ISAs led us to seek financial advice. Callisto Wealth Management was one of the IFAs my wife and I shortlisted. We wanted a reasonable but secure return on our savings. Andrew at Callisto had a very structured approach, explained how the mechanisms he recommends work and how risk is assessed and mitigated. He took time to understand our reservations about moving from saving to investing and patiently discussed and addressed our concerns. We have been clients for some time now and are very happy with our decision to engage
