Callisto Wealth Management Ltd

Reviews, get directions and contact details for Callisto Wealth Management Ltd

Address: Rainford Hall, Crank Rd, Crank, Rainford, Saint Helens WA11 7RP, UK

Phone: 01744 881421

Website

State: Merseyside

City: Rainford, Saint Helens

Zip Code: WA11 7RP

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

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.

      
      
      
 9 years ago (24-10-2017)

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.

 9 years ago (26-10-2017)

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.

 9 years ago (29-10-2017)

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Reviews, get directions and contact details for Callisto Wealth Management Ltd

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