Find your financial freedom

Independent financial planners helping the people of St Helens and Liverpool live the life they want in retirement.

About us

We help people achieve their retirement dreams

All of us wish for a fulfilling and comfortable life in retirement – but will your finances be able to support it? We’re retirement specialists committed to helping people solve their financial concerns, so they can do more of the things they love.

 

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

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.


Eileen L

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.


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

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.


Eileen L

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.


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