Callisto Wealth Management Ltd

About Callisto Wealth Management Ltd

---

Callisto Wealth Management is a Chartered and Certified financial planning firm based near St Helens. We help clients who have come to realise that they need to get their financial house in order. Many of our clients have collected investment products down the years and understand they need to make sense of everything, have it all evaluated and plan for the future with confidence.

Firstly we take the time too listen and fully understand what our clients want to achieve. Then we assess what products they already have and get them financially well organised.

We use the latest financial planning software to put together a financial plan and lifetime cash flow. We assess our clients' risk profile and recommend a portfolio backed by decades of solid evidence.

We aim to get our clients' financial house in order within a two year time frame of meeting them. Once this is achieved we tend to meet annually for a review of their current position and to plan ahead.

We have a programme of financial planning newsletters and all our clients have online access to their portfolios and have the Callisto app available to them so they can see how their investments are performing any time they want to.