Callisto Wealth Management Ltd - Saint Helens

Address: Office 5, Callisto Wealth Management Ltd, The Stables, Business Park, Pasture Ln, Rainford, Saint Helens WA11 8PU, United Kingdom.
Phone: 1744881421.

Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Callisto Wealth Management Ltd

☎️1744881421

⏰ Open Hours of Callisto Wealth Management Ltd

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: Closed
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed description of Callisto Wealth Management Ltd, crafted with a formal, helpful tone and incorporating the provided information, formatted for clarity and impact:

Callisto Wealth Management Ltd: A Trusted Financial Planning Partner

For individuals and families seeking comprehensive and personalized financial guidance, Callisto Wealth Management Ltd presents itself as a reliable and client-focused service provider. Located in Rainford, Saint Helens, United Kingdom, Callisto operates from its office at Office 5, Callisto Wealth Management Ltd, The Stables, Business Park, Pasture Ln, Rainford, Saint Helens WA11 8PU. Interested parties can readily contact the firm through their dedicated phone line: Phone: 1744881421. While they maintain a professional online presence, a website is currently unavailable. However, the accessibility of their physical location and commitment to service are key strengths.

Specializations and Core Services

Callisto Wealth Management Ltd specializes in financial planning. This encompasses a broad range of services tailored to meet individual client needs. The company focuses on assisting clients through various life stages, particularly during significant transitions such as retirement. Their approach centers on understanding a client’s current financial situation, their long-term goals, and ultimately, developing a strategy to achieve those goals securely and efficiently. They appear to prioritize a consultative approach, ensuring clients feel heard and their specific circumstances are fully considered.

Key Features and Accessibility

Callisto Wealth Management Ltd is committed to inclusivity and ease of access. The office is equipped with a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom, demonstrating a dedication to serving a diverse clientele. This commitment to accessibility speaks volumes about their values and their desire to remove barriers to receiving quality financial advice.

Client Feedback and Reputation

The company currently boasts 11 reviews on Google My Business, reflecting a consistently high level of client satisfaction. The average opinion is 5/5, highlighting a strong level of trust and confidence in their services. Feedback suggests a seamless experience, from initial contact to ongoing administration. Specifically, clients frequently praise the clarity of advice provided and the efficiency of the administrative support, with particular commendation directed towards Ashley for her thoroughness and responsiveness.

Recommended Contact Information & Further Information

Address: Office 5, Callisto Wealth Management Ltd, The Stables, Business Park, Pasture Ln, Rainford, Saint Helens WA11 8PU, United Kingdom
Phone: 1744881421
Specialties: Financial Planner
Accessibility: Wheelchair Accessible Entrance, Parking, and Restroom

Based on the available information, Callisto Wealth Management Ltd presents itself as a professional, accessible, and client-centered firm dedicated to providing sound financial planning advice. Their commitment to accessibility, coupled with overwhelmingly positive client feedback, makes them a potentially valuable resource for those seeking expert guidance and peace of mind regarding their financial future.

👍 Reviews of Callisto Wealth Management Ltd

Callisto Wealth Management Ltd - Saint Helens

Michelle M.

5/5

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.

5/5

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.

5/5

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.

5/5

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.

5/5

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.

Graham G.

5/5

Successful investing takes time, discipline and patience, I have a shortage of these qualities but thankfully Callisto Wealth Management does not. One of my best decisions was to entrust my pension to their management. Andrew and the team are efficient, focussed and really good people.

Owen

5/5

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.

5/5

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