Review your current arrangements
Tell us what you are reviewing, what has changed, or which decision needs attention.
Financial advice · Neston
Personalised financial advice that starts with you.
With over 50 years of experience, we take pride in delivering a personalised, caring, and professional financial service. Supporting clients across Wirral, Cheshire, Merseyside, and throughout the UK, we have built a reputation as a trusted company for investments, pensions, retirement planning, and long-term financial security.
Start with the facts of your situation.
Investment management and investment advice
Pension advice and retirement planning
Succession planning for future assets
Clients across Wirral, Cheshire and Merseyside
01 Our approach
Advice with context
Start with where you are now.
MoneyScience provides investment management, pension advice, retirement planning and succession planning. We start by understanding your current position, what you want to achieve and the decisions you are considering.
How we workUnderstand the options available
We set out the relevant risks, considerations and available services in clear terms.
Review arrangements as life changes
Where ongoing advice is appropriate, we review arrangements as your circumstances and priorities change.
02 What we can help with
Investment, pension and succession planning advice.
Investment management, pension advice and succession planning for clients in Wirral, Cheshire and Merseyside.
01
Investment management
Review the investments you already hold, or discuss how a portfolio may relate to your objectives, time horizon and tolerance for risk.
02
Pensions & retirement
If retirement is approaching or you have several pension arrangements, we can explain the choices available and the advice services that may be relevant.
03
Succession planning
Discuss the financial questions around family, future assets and the arrangements you want to put in place.
03 Your first conversation
Start with a conversation about your situation.
An initial, no-obligation consultation lets us hear about your current situation, ask how we work and understand what options and steps are available for you.
- 01Contact our admin team to arrange a suitable time.
- 02Talk through your circumstances and the decision you want to consider.
- 03We explain the relevant services, including fees and next steps, before you decide whether to proceed.
05 Local financial advice
Neston office · regional service
At MoneyScience, we bring a deep understanding of the ever-evolving financial landscape, offering a complete range of services spanning investment management, pension advice & succession planning.
Our office is at Highfield House on Liverpool Road in Neston. Clients come to us to discuss investment management, pension advice, retirement planning and succession planning. Initial consultations are available by phone or at our office.
01Pension advice, retirement planning and investment reviews.
02Financial planning around your existing arrangements and future goals.
03Investment, pension and succession-planning questions discussed in person or by phone.
06 Find us in Neston
Wirral office
Visit our Neston office.
Highfield House, 223 Liverpool Road, Near Neston, South Wirral, Cheshire, CH64 7TW. Please arrange a consultation before visiting.
04 Our people
The people who support our clients.
Clear communication and diligent administration support every client relationship.
Advisers & specialist support
CG
Claire GeorgeAdviser · CII Diploma in Regulated Financial Planning
CF
Carl FisherAdviser · CII Diploma in Regulated Financial Planning
Client administration
AM
Amanda MillerOffice Manager
JJ
James JaggardDigital Operations & Media Manager
SW
Sue WilliamsAdmin Team
HF
Heather FlannaganAdmin Team
EW
Elspeth WhiteAdmin Team
DW
Dawn Wallace-PiercyAdmin Team
07 Client feedback
Client feedback
What our clients say.
These comments were supplied by clients and reviewed before publication. We do not use anonymous, invented or unverified testimonials.
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06 Practical details
Before you arrange a consultation.
You do not need to have every document ready. The first conversation is a chance to explain what you want to understand.
How do I arrange a complimentary initial consultation?
Call our Neston team on 0151 336 8282 or email admin@moneyscience.co.uk. Let us know what you would like to discuss, and we will arrange a suitable time to explain our services and next steps.
Can I speak to a pension adviser before I retire?
If you are approaching retirement, have several pension arrangements, or want to understand the choices available to you, an initial consultation is a place to discuss your current position and the advice services that may be relevant.
Can you help me review my investments?
We can discuss how your existing investments relate to your goals, time horizon and approach to risk. Investment values can fall as well as rise, and you may get back less than you invest.
Do you work with clients in Wirral, Cheshire and Merseyside?
Yes. MoneyScience is based at Highfield House in Neston and works with clients across Wirral, Cheshire and Merseyside. Initial consultations are available by phone or at our Neston office.
Arrange a complimentary consultation
Arrange an initial consultation.
Contact our Neston team to arrange an initial consultation at Highfield House or by phone. We work with clients across Wirral, Cheshire and Merseyside.
MoneyScience
0151 336 8282Highfield House223 Liverpool Road
Near Neston, South Wirral · CH64 7TWadmin@moneyscience.co.uk