Callisto Wealth Management Ltd
Rainford Hall,
Crank Rd,
Saint Helens,
WA11 7RP

Giles Wadsworth

Giles Wadsworth Testimonial

I had been looking around for a new financial adviser since my old one retired. Callisto helped me by putting together a package which fitted exactly what I wanted, and also listened to what I wanted first and then went on with the compliance, risk assessments and so on.

Working with Callisto is really good because I get all the information I need in a form that is useful, and none of the stuff that I don’t need, so that means that I don’t have to put piles and piles of paperwork in drawers that I will never look at again.

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
Request A Callback

Other Interesting Articles

The most comprehensive investment library anywhere

What are life and financial transitions?

Read Article

How do I get started?

Read Article

Which is best – financial advice or financial life planning

Read Article

Life Planning

Learn how we help you to identify, create and maintain the lifestyle you want.

Learn More

Financial Planning

Discover how we use the technology that is transforming our profession.

Learn More

Investment Planning

All investment portfolios are not the same. Learn what makes ours different.

Learn More