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

Meet The Team

Meet Our Team

Lisa Marsh
Consultant / Practice Manager

Providing HR, Operations & Compliance support to the business with a focus on building on the existing client experience and internal processes that support this. With over 30 years in the Financial services industry with a depth of experience which supports the existing proposition and will assist with the development of the business in the future.
Interests outside of the business include keeping fit, a qualified Zumba fitness instructor & running three successful Slimming World groups helping members achieve their weight loss and fitness goals. I chair the local primary school PTA, am married with one Son, this all leads to a busy but fun & challenging life!

Dan Martin

I am a Salford university graduate with a BA in popular music and recording. I have 12 years experience in office administration and I have been working at Callisto for 6 years now. I have passed the FA1 exam in Life & Protection administration and I am currently studying the FA2 Pensions Administration exam. I have also sang and played guitar in a number of bands, performing both covers and original music. The highlight of my musical ventures was a full UK tour with Manchester based rock band Hell to Pay and the opportunity to support my own guitar hero – Paul Gilbert (Mr Big). I am currently working with a wedding and corporate events group across the Northwest while working towards life office qualifications. In my spare time I support Saints RLFC and Liverpool FC and try to keep myself fit.

Fiona Burgess

I graduated from the University of Central Lancashire after studying Theatre and Performance. I also work part time in a pub on weekends and evenings. I am a mum to 2 young children which keep me very busy. In my spare time I like to read, socialize and go to on caravan holidays in Wales with my children and husband. I am currently studying the FA2 pensions administration exam at the moment.

Meet Our Partner

Tim Hale
Investment Consultant

Tim graduated from the University of Oxford and holds an MBA from Cranfield School of Management.  After a few years with Standard Chartered in Hong Kong working in Corporate Banking, he moved into the investment world, spending almost a decade at Chase Asset Management (now part of JP Morgan Asset Management) in a number of roles in London, Hong Kong and New York.

Driven by his experience of the difficulties that many investors faced trying to invest sensibly, he set up Albion Strategic Consulting in 2001, which has forged a niche working with a small group of high quality financial planning firms in the UK helping them to establish and manage a robust, risk-focused and low cost, passive approach to investing for their wealthy clients.

Tim’s book, Smarter Investing: Simpler Decisions for Better Results was first published in 2006 by FT Prentice Hall, and the third edition was published in early October this year.

He lives in Devon with his wife and two young daughters and enjoys the moors, the beaches, and cycling in the South West. He can sometimes be spotted on his paddle board in the Exe estuary heading for a sun-downer at one of the waterside hostelries.

Smarter Investing: Simpler Decisions for Better Results.

‘Tim Hale has written a book of investment wisdom and common sense for the ages. Investors who follow his simple advice will be richly rewarded’.

John C. Bogle, Founder, The Vanguard Group

‘Delightfully clear thinking and direct advice on how investors can get better results with simpler decisions’.

Charles D. Ellis, Author of ‘Winning the Loser’s Game’, Founder of Greenwich

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