Why us?

It’s important to make sure you work with a financial planning firm that’s a good fit for you and your needs. Here are some reasons why we might be the right match.

We’re highly qualified

As holders of both the Chartered and Certified Financial Planner accreditations, plus with nearly 30 years’ experience in the financial services profession, we’re well equipped to deal with even the most complex of needs. Our qualifications are a symbol of our professionalism and commitment to the highest level of service.

 

We use technology

We put transformational technology at the heart of our service to make the client experience as smooth as possible. From cashflow and income planning software to our very own Callisto app, we help ensure you have a clear view of all your financial information at the touch of a button. And with easy communication available on any device, it’s never been easier to stay in control.

We favour a direct approach

No one likes jargon or flowery language, particularly when it comes to something as important as your money. We explain things in plain English and ensure you have a full understanding of where you are, where you want to be and how we’re going to get there – even if it means having some tough conversations.

We’re local

We’ve been part of the St Helens and wider Liverpool community for many years. It’s our home – and we don’t plan on going anywhere! We encourage all of our clients to pop in for a chat, a hot drink and a biscuit at our beautiful farmland office. You can find directions on how to reach us here.

We’re independent

We’re proud to be independent financial planners. That means we’re not tied to any products or providers, and instead can search the whole of the market for the solutions that are most suited to your needs. We don’t even take commission, so you can be confident we’re acting with your best interests at heart.

Don't just take our word for it

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