Your existing investments
Review the arrangements you already have and the information you want to understand.
All financial advice services
Investment management · Neston
Investment management for clients in Wirral, Cheshire and Merseyside.
If you have built up investments over time, it can be useful to review what you hold, why you hold it and how it fits with your current plans. An initial consultation lets you explain your position and the questions you want to address.
Arrange a complimentary consultation01 Local context
Review your portfolio against your current plans.
MoneyScience is based at Highfield House in Neston and works with clients across Wirral, Cheshire and Merseyside. Consultations are available at the office or by phone.
Portfolio review
01Existing arrangements
02Time horizon
03Approach to risk
02 What to consider
The points worth discussing.
Every client’s circumstances are different. The initial conversation is intended to help clarify your situation, your general objectives and whether our services can help you achieve your goals.
Your plans and time horizon
Consider how your investments relate to your plans and the timeframe involved.
Your approach to risk
Discuss the level of investment risk you are prepared to accept before making any decision.
First conversation
03 How it works
Discuss the questions behind your portfolio.
- 01Explain what you would like to review and the questions you need answered.
- 02Discuss your circumstances, objectives, time horizon and approach to investment risk.
- 03Understand the relevant advice services, charges and next steps before deciding whether to proceed.
Speak with our Neston team about an initial investment-management consultation.
Request a consultationImportant investment information
The value of investments can fall as well as rise, and you may get back less than you invest. The suitability of any investment depends on your individual circumstances.