Callisto Wealth Management Ltd - Saint Helens

Michelle M.

Our initial contact with Callisto was made following recommendation from a friend. Andrew provided advice in relation to financial planning following my husband's retirement. Andrew is easy to talk to, he listened to our plans for the future and explained our options clearly. Ashley provides an amazing, efficient administration service. She is thorough and easy to contact when you have a question. Cannot fault the advice and service provided by Callisto and have gone on to recommend to friends seeking financial advice.

mike A.

Not unlike many people the finances of myself and my wife were somewhat disjointed and indeed inefficient. We took some time to locate a registered financial advisor in the St Helens area and chose to contact Andrew at Callisto Wealth Management.
Following a period of getting to know ourselves, Andrew clearly explained our investment options putting us at ease with what can be complex and sometimes scary financial decisions.
With the help of Andrew we now have an investment portfolio which meets our needs.
Importantly this portfolio is regularly reviewed to ensure it continues to perform as expected.
If like us you need some help to develop an effective investment portfolio I can without reservation recommend Callisto Wealth Management.

Martine W.

Callisto have been managing my mum's investments since my father passed away some 15 years ago. Andrew Platt has been a wise financial advisor and I know that my mum's affairs are in good hands. Andrew has a genuine ability to listen and to explain complicated matters in a way I can grasp. Even though I no longer live in the North West, I've recently asked him to deal with some of my own financial planning, which we were able to do over the phone and skype. I'd not hesitate to recommend Callisto to friends and family.

Richard P.

Having entrusted my pension arrangements to Andrew and the team a couple of years ago I can say without hesitation that it was a wise decision.
Process was thorough and transparent with all due diligence observed allowing time for reflection/ consideration.
Regular updates and a mobile app that allows instant access to track investment performance complements the ‘personal touch’ ethos of Callisto.

I would ( and indeed have) recommended friends and acquaintances to speak with Callisto when contemplating any financial options.
Five stars from me.

John B.

Dissatisfaction with low returns for cash savers and soon to mature cash ISAs led us to seek financial advice. Callisto Wealth Management was one of the IFAs my wife and I shortlisted. We wanted a reasonable but secure return on our savings. Andrew at Callisto had a very structured approach, explained how the mechanisms he recommends work and how risk is assessed and mitigated. He took time to understand our reservations about moving from saving to investing and patiently discussed and addressed our concerns. We have been clients for some time now and are very happy with our decision to engage Callisto. We have a far more structured approach to managing and reviewing our finances and confidence in Callisto.

Owen

I was looking for a financial adviser and found Callisto online. They listened to my needs and came up with a financial plan that works for me. I have regular reviews and am impressed with the service. I also like to use the Callisto app - as I can see my investment on my phone

Tony M.

I was referred to Andrew @ Callisto from a friend who is with this company, And so glad i was as this is a very friendly and helpful company from the moment i entered i was greeted with a warm welcome and the help and information has been fantastic, many thanks to Andrew and his team for helping me out,
Also received a very nice Welcome gift from them sucha nice touch Cheers

Ian J.

An excellent service. Great support and help with my pension transfer following a recommendation from a work colleague