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

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What do you do?

Our purpose is to help you achieve your financial dreams in as simple a way as possible. We work with you to create an individual financial plan that matches your life plan and your personal goals. It will be designed around what’s most important to you, so that you can live the life you want.

We know that financial planning can seem complicated and sometimes confusing so we remove the complexity for you. With a Callisto Financial Plan in place you have the reassurance that gives you the chance to dream – to look forward into your future and see what’s truly possible. Your money will be under control so you’ll have the confidence to spend on those things that are important to you, but which you might otherwise put off.

We’ll help you remove any anxiety about money so that you feel less worried and may even allow yourself to have more fun.

Our approach at Callisto is to build long lasting, strong relationships with our clients so that you can feel confident we’re always there for you. Once your plan is in place we will actively manage it for you and keep you updated regularly. That way you’ll be financially organised, know where you’re heading and be reassured that you’re on track. You’ll budget better, save tax and could even increase your income.

We’ll remove your financial hassles so that you have more time for what’s important to you now and in the future. We’ll provide you with the proof you need so that you have a clear vision of when you can choose whether to continue working or not.

Are you the right firm for me?

There are many aspects to consider when deciding on an advisory firm. But the first question should be whether they will act as a ‘fiduciary’. A fiduciary, like a lawyer or doctor, will always act in your best interest.

If you believe that financial planning is more about life than it is about money then Callisto is right for you. If you’re looking for an adviser that is genuinely interested in helping you achieve your financial dreams and building a long-term relationship with you to make sure your plans stay on target, that’s exactly what we do.

If it’s important to you to work with the same adviser for the duration of your financial life plan, and you would feel more comfortable working with someone who truly understands your personal values, goals and key relationships, then Callisto are the firm for you.

Feedback from our customers shows that whilst they value our experience and in-depth knowledge, it’s the personal, bespoke service which is of most importance to them.

We work with people at or near to making retirement decisions, who like to delegate their portfolios so that they can go live their lives – and we are really good at retirement planning for them. To us, it’s not your personal circumstances that matter most; it is the fit between our values and yours, because that is what shapes your relationship with us.

If you have a clear understanding of what you want to achieve in life and are looking to delegate the more complex parts of your financial planning then we can definitely help you. It may be that it’s really important to you to get this right but you never seem to find the time, or that don’t feel you have the knowledge or inclination to deal with it yourself. Callisto can take care of all of that for you.

Can I trust you and your firm?

We act as a fiduciary for our clients. What does that mean? It means that we promise to act in your best interests at all times and to establish and maintain a relationship of trust and confidence. We don’t take this responsibility lightly. It’s important to us that you have complete confidence that we are the people you want to trust with your financial future. We are advising on other people’s money – and we take that responsibility seriously. We’ll check with you at every stage that you are happy to continue and will never ask you to make a decision before you are completely ready.

Our level of professional competence is another reason you can trust us. Here at Callisto, we are committed to the code of ethics required by the Institute of Financial Planning (IFP) and Personal Finance Society (PFS); just because these are the industry standard recommendations but because Callisto has been created based on the personal values and ethics of its Director, Andrew Platt. This is not company based on sales targets and aggressive business growth plans. Rather it is based on a desire to provide an exceptional personal service to clients and to genuinely help you to improve your life by helping you achieve your financial dreams.

Callisto Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority number 607698

What qualifies you to provide advice?

Qualifications are undoubtedly an important part of being an adviser. Part of Andrew Platt’s personal code of ethics is a strong commitment to ongoing professional development. Andrew believes this adds value to his clients by allowing you to be certain that you are always receiving the most comprehensive and up-to-date advice available.

Andrew is one of the most highly qualified advisers in the UK, being one of only 3% of advisers to be both an Accredited Certified Financial Planner and a Chartered Financial Planner.

Andrew’s qualifications cover comprehensive financial planning, as well as in depth knowledge of investment and retirement planning, taxation and trusts and protection for families.

How do you deliver your promises?

When Callisto was first created we made a decision at the outset to limit the number of clients we work with. That way we can be certain we have enough time to develop a personal relationship with each of our clients, so that you receive a truly bespoke service. This is what differentiates us from other financial planners.

Callisto is a company built upon traditional values. This means that we have chosen to be completely independent rather than having preferred affiliations with specific companies. That way you can be absolutely certain that any products we recommend to help you achieve your plan will be the most suitable for you and that you will never be recommended a product because of a favoured relationship with a particular provider.

At Callisto we always put your interests first. That means we will be completely honest with you about charges at every step. The most important thing to us in creating your plan is to design it around your values, goals and key relationships.  At our first meeting the thing we’re most interested in finding out is what’s most important to you. This is then the cornerstone on which all our recommendations are based.

What keeps you in this business?

What motivates us at Callisto is empowering clients like you to make smart choices with your money, to fulfil your financial aspirations and experience genuine security in your life as a result. We like to see that we’re making a difference – by helping people to understand that money in itself is not that important. What’s important is the extent that it allows you to enjoy the things that matter to you most.

The founder of Callisto, Andrew Platt says “Money is important to me, not in itself, but because it gives me choices. It enables me to accomplish what’s important to me and having a plan means that I can do the things I want to do, when I want to do them, giving a sense of freedom that few things can. I want to build a business that helps people achieve their goals, I want to give my children the best start in life and have a certain quality of life that gives me peace of mind.”

What’s the process if I become a client?

We have designed a simple step-by-step process for you so that there are no unexpected surprises along the way

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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