Callisto Wealth Management Ltd

Callisto Wealth Management Ltd Callisto Wealth Management is a Chartered and Certified financial planning firm in St Helens. Give us a call and arrange a complimentary first meeting.

We help people who realise they need to get their finances in order. What could you do with your money? We are financial advisers who understand that your money is just a means to an end, and that by building a diverse, low cost portfolio following tried and tested principles, we can help you achieve financial freedom. Everything is built around you
We exist to help you achieve financial freedom,

so when you come to us, you can be sure we’ll always put you first. At the heart of this mission is our commitment to listening, understanding and explaining – and always taking things at your pace, not ours. Planning for the future
Some things can be put off until tomorrow, but planning for financial freedom shouldn’t be one of them. Only by thinking carefully about what you want from the future, and then putting a plan in place to achieve it, can you relax in the knowledge that your finances are working hard for a purpose. Our investment philosophy
Our investment philosophy lies at the heart of all our advice. Fundamentally, it is about steady growth over the long-term, not switching course in response to day-to-day events. We have researched our subject for many years and taken advice from the leading experts worldwide, and we can safely say that trying to second-guess the markets is not the way to go. Building an effective portfolio
When we put your portfolio together, we implement a systematic plan. Although the elements that make up your portfolio will depend on a variety of personal factors, the way we design it – and keep it on course – will always follow the fundamental principles that have worked for our many satisfied clients. Look to the future
Whatever you hope your future will bring – whether that means big travel plans, time with family and friends, indulging your passions or moving to a dream home – we can help you achieve it. Good investment isn’t about trying to beat the markets. It’s about building effective portfolios for long term growth, and that way, financial freedom really can be yours.

May is National Walking Month and we are making the most!From weight loss to boosting your mood and creativity, here are...
25/05/2023

May is National Walking Month and we are making the most!

From weight loss to boosting your mood and creativity, here are 6 reasons why it's good to get outside.

May is National Walking Month, so here are six healthy reasons why you should get involved.

According to Savills, 1 in every 40 homes is now valued at £1 million or more across Great Britain. Demand meant that ar...
23/05/2023

According to Savills, 1 in every 40 homes is now valued at £1 million or more across Great Britain. Demand meant that around 40,000 properties crossed the £1 million threshold in 2022.

Soaring property prices could mean you need to think about Inheritance Tax.

Soaring property prices mean more families may need to consider Inheritance Tax. Find out why and what steps you could take to reduce a potential bill so you can pass on more wealth to loved ones.

Did you know that it could prove very beneficial to you, to make the most of your 2023/24 tax allowances right now?We kn...
22/05/2023

Did you know that it could prove very beneficial to you, to make the most of your 2023/24 tax allowances right now?

We know that the tax year has only just began, however, using allowances could reduce your tax liability and improve your long-term financial security!

The new tax year has only just started but using your allowances now or setting out a plan for the next 12 months could help you make the most of them.

From ensuring your assets pass to the right people to nominating legal guardians for your children, a will can ensure yo...
18/05/2023

From ensuring your assets pass to the right people to nominating legal guardians for your children, a will can ensure your wishes are carried out when you are no longer around.

If you're one of the 51% of UK adults without a will, read about why making one should be a priority.

It's essential you have a will in place, though many in the UK don't have one. Here, you can discover why writing and updating a will should be a priority task.

Have you heard of Inheritance Tax (IHT)? If you're planning to leave your wealth to your loved ones, then it's vital tha...
16/05/2023

Have you heard of Inheritance Tax (IHT)? If you're planning to leave your wealth to your loved ones, then it's vital that you do know.

From gifting assets to placing assets in a trust, here are some steps you can take to reduce a potential IHT bill.

The value of your estate could mean it’s liable for Inheritance Tax when you pass away. Discover if your family could be left with a bill and how estate planning could mitigate it.

Did you know that researchers at Stanford University found that the act of walking can boost creative inspiration?If you...
15/05/2023

Did you know that researchers at Stanford University found that the act of walking can boost creative inspiration?

If you're suffering with a mental block when trying to complete a creative task, maybe go out for a nice walk outside? You might surprise yourself when you get back!

May is National Walking Month, so here are six healthy reasons why you should get involved.

We've all seen property prices soar from generation to generation.With 1 in 40 homes now passing the £1 million threshol...
11/05/2023

We've all seen property prices soar from generation to generation.

With 1 in 40 homes now passing the £1 million threshold, this could seriously affect your Inheritance Tax liability...

Soaring property prices mean more families may need to consider Inheritance Tax. Find out why and what steps you could take to reduce a potential bill so you can pass on more wealth to loved ones.

Although the new tax year has only just begun, it could benefit you to make the most of your allowances now, rather than...
09/05/2023

Although the new tax year has only just begun, it could benefit you to make the most of your allowances now, rather than waiting until March 2024!

Why is this?

The new tax year has only just started but using your allowances now or setting out a plan for the next 12 months could help you make the most of them.

A new survey has found that 51% of adults in the UK don't have a will, and that fewer than half of those with a will hav...
08/05/2023

A new survey has found that 51% of adults in the UK don't have a will, and that fewer than half of those with a will have updated it!

Is this you? Do you have a will and if so, when did you last review it?

Read on about why it’s so important to have an up-to-date will...

It's essential you have a will in place, though many in the UK don't have one. Here, you can discover why writing and updating a will should be a priority task.

Did you know that with a standard rate of 40%, inheritance tax could substantially reduce the value of what you leave be...
04/05/2023

Did you know that with a standard rate of 40%, inheritance tax could substantially reduce the value of what you leave behind for loved ones?

After a lifetime of hard work, you want to ensure that all of your estate is passed to those it is intended for. The last thing you want is to leave your grieving friends and family with a large tax bill...

The value of your estate could mean it’s liable for Inheritance Tax when you pass away. Discover if your family could be left with a bill and how estate planning could mitigate it.

As inflation persists, central banks were forced to announce further rises to interest rates in March.Coupled with the c...
02/05/2023

As inflation persists, central banks were forced to announce further rises to interest rates in March.

Coupled with the collapse of Silicon Valley Bank, it has been an uncertain few weeks in the world economy...

Let's look at what happened in March.

The collapse of a major US bank sparked fresh fears of another global banking crisis in March. Markets around the world have been volatile as concerns over persistent inflation remain – here are the key factors that affected the global economy in March 2023.

As an investor, it's so important to remember that volatility in the markets is normal.You should take a long-term view ...
01/05/2023

As an investor, it's so important to remember that volatility in the markets is normal.

You should take a long-term view of your portfolio’s performance and focus on your overall goals rather than short-term market movements.

Here are some of the factors that affected markets in March 2023.

The collapse of a major US bank sparked fresh fears of another global banking crisis in March. Markets around the world have been volatile as concerns over persistent inflation remain – here are the key factors that affected the global economy in March 2023.

Address

Rainford Hall, Crank Road, Crank
Saint Helens
WA117RP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

Telephone

+441744881421

Website

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