Callisto Wealth Management Ltd
Rainford Hall
Crank Road
St Helens
WA11 7RP

A Time for Reflection and Planning

December and January are a time for reflection and planning; a time to look back at the recent past and consider the near future. It’s also a time for the media’s perennial favourites: the review of the past year and outlook for the next. As entertaining as these may be, this type of commentary is of little practical use in the real world. Our advice is to take it with a pinch of salt.

Sometimes it’s nice to look back—to reflect on what you achieved and to use recent experiences to inform future decisions. But as soothing as it might be to stand on the stern of a ship and gaze at its wake, it does nothing to help you reach your destination.

This is why we take care to review your investment portfolio and the philosophy that drives it, but never rest in our pursuit of ways to make improvements. We regularly review your goals with you and, where necessary, make adjustments to your financial plan to increase your chances of meeting them. Our Investment Committee’s role is to ensure that we offer you the best investment solutions available on the market today.

That process ran throughout 2015 and will continue throughout 2016, and, in our view, is more valuable than the end-of-year press fodder that will be forgotten before long.

Why not pop in for a coffee and a chat about your plans and your investments. We’ll review your portfolio with you and give you a second opinion. If we think it is well-suited to your long-term goals, we’ll happily tell you so. But if we think it isn’t working as well as it should, we’ll explain why. Give us an hour and we’ll show you how to get the best out of your life and your money.

Please feel free to get in touch - or phone 01744 881 421 We would love to hear from you
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