Callisto have returned to having face to face meetings, but online consultations are still available if you would prefer. Please contact us by email or phone to arrange a meeting. Contact us today to find out about our proven system for building you a secure financial future that lets you achieve the lifestyle you've dreamed of in retirement. We partner with you for the long-term - so you can always maintain the lifestyle you want.
We use the latest technology to stress-test your investment plans - so you know they are safe and secure. It's on what your money can do for you. We work hard to understand your hopes and dreams for the future so that we can put a financial plan in place that will allow you to achieve them. Your wealth isn't an end in itself - it's simply the key to unlocking your financial freedom.
We've been helping local people just like you for many years. We are here to help you get your finances in order and establish a solid foundation for your future. Everything begins with a conversation.
We use the latest technology to stress-test your investment plans - so you know they are safe and secure. It's on what your money can do for you. We work hard to understand your hopes and dreams for the future so that we can put a financial plan in place that will allow you to achieve them. Your wealth isn't an end in itself - it's simply the key to unlocking your financial freedom.
We've been helping local people just like you for many years. We are here to help you get your finances in order and establish a solid foundation for your future. Everything begins with a conversation.
Services
Isn't it time you got everything in place to ensure you can make the most of your future?.
Andrew came with a strong recommendation from my father who had used his services for some years.
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.
I was looking for a local financial adviser that could help me and my husband make sense of our finances during a difficult time for the family.
Andrew came with a strong recommendation from my father who had used his services for some years.
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.
I was looking for a local financial adviser that could help me and my husband make sense of our finances during a difficult time for the family.
It can make my job challenging, but it's a fact of life.
After all, as a financial adviser and wealth manager, it would be useful to know what's going to happen.
But I'm here to help you get in great financial shape whatever your future holds.
I was always fascinated by how he earned people's trust and helped them plan for a comfortable future.
It seemed a worthwhile thing to do and I hoped that one day I could follow in his footsteps.
After wondering how I could get a start in the profession, I finally got the chance I wanted - in the same office as my dad.
After all, as a financial adviser and wealth manager, it would be useful to know what's going to happen.
But I'm here to help you get in great financial shape whatever your future holds.
I was always fascinated by how he earned people's trust and helped them plan for a comfortable future.
It seemed a worthwhile thing to do and I hoped that one day I could follow in his footsteps.
After wondering how I could get a start in the profession, I finally got the chance I wanted - in the same office as my dad.
We've been helping people from Liverpool and St Helens to enjoy retirement comfortably and securely since 1993.
The better prepared and clear you are about how your retirement will be, the better you can plan for it.
Retirement planning is helping you realise your goal to retire with financial freedom and security, through a financially comfortable, enjoyable and stress-free lifestyle.
Some are dreaming of relocating now the children have moved out and there's no need to be based close to work.
The better prepared and clear you are about how your retirement will be, the better you can plan for it.
Retirement planning is helping you realise your goal to retire with financial freedom and security, through a financially comfortable, enjoyable and stress-free lifestyle.
Some are dreaming of relocating now the children have moved out and there's no need to be based close to work.
Since 1993 we've come to understand exactly how we can help you realise your dreams by combining the latest financial planning technology with a highly personalised approach.
We start by understanding the lifestyle you want in retirement and then we model and mould your investments, pensions and savings so you can achieve this without financial concerns.
Most of us have collected something of a ragtag mix of investments and pensions over the years.
Some investments were 'fallen into' as part of a company or personal pension scheme and some made as an opportunity that looked attractive at the time.
We start by understanding the lifestyle you want in retirement and then we model and mould your investments, pensions and savings so you can achieve this without financial concerns.
Most of us have collected something of a ragtag mix of investments and pensions over the years.
Some investments were 'fallen into' as part of a company or personal pension scheme and some made as an opportunity that looked attractive at the time.
As you start to think about planning for retirement, what is it that you essentially want to achieve?.
To ensure you have sufficient money to live your life to the full, meet any situations that may arise and be confident that you won't outlive your pension pot?.
We work closely with you to carefully understand your life plan for retirement, your existing finances and to maintain a robust but flexible investment plan that ensures you can meet your goals.
Every investment plan is different - it is tailored to your needs, aspirations and finances.
To ensure you have sufficient money to live your life to the full, meet any situations that may arise and be confident that you won't outlive your pension pot?.
We work closely with you to carefully understand your life plan for retirement, your existing finances and to maintain a robust but flexible investment plan that ensures you can meet your goals.
Every investment plan is different - it is tailored to your needs, aspirations and finances.
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