Independent Financial Advisors for Lancaster

Achieve financial success with tailored expertise and solutions.

About David Kneale: the Leading Financial Advisor in Lancaster

Based in the centre of the historic city of Lancaster, David Kneale Financial Management Ltd has provided independent financial advice to its clients across North England for over 30 years.

As Lancaster's most sought-after financial advisors, we offer impartial advice from the entire financial market. Whereas many financial advisors are constricted by in–house products or specific providers, we have access to the whole financial market of products for investments, pensions and all financial planning. This principle is fundamental as it gives our clients the confidence to know their hard-earned savings are invested in the best, most cost-effective manner possible.

Meet The Team

How can we help you?

Our Services

The pensions industry is a complex and quickly changing environment requiring specialist and up-to-date advice. Our team of professional financial advisers in Lancaster and across the North West have particular expertise in all aspects of planning for retirement. We offer our clients a full range of financial planning options, have specialist knowledge in pensions and investment advice, and are one of the only independent defined benefit pension transfer advisers in the Northwest.

Over your lifetime of work, you may have pensions from various providers. With our years of experience as financial advisers in Lancashire, we often encounter this inconvenience. To help make financial planning more straightforward, we will help you consolidate these pension pots into a single place to ensure consistency in your income during retirement. Whilst this is our most prevalent service, we will also provide a range of services to help you get the most from your financial planning at any stage.

Browse our collection of services below, or feel free to contact our team directly to see how we will help you today.

Pension Management Services & Advice

We have been providing specialist pension advice and retirement planning for over 30 years

Annuity Management Services & Advice

Annuities can offer a guaranteed income for retirees in a number of different ways

Final Salary Defined Pension Management

We are one of the few independent companies in the North West still offering bespoke and in-house Defined benefit pension transfer advice. Learn more about what this includes and if we can help you manage yours.

Pension Transfer Management Services & Advice

Our team are highly experienced in transferring pensions between multiple schemes.

Pension Consolidation

Navigating the path towards a financially secure retirement is a journey; every step matters. At David Kneale Financial Management, we help you simplify that journey by simplifying your pensions. Our Pension Consolidation services illuminate your path, making retirement planning easier and more efficient.

Occupational/Workplace Pension Services & Advice

Occupational or workplace pensions are provided by your employer.

Private Pension Management Services & Advice

A Private or Personal Pension is a great way of saving money for later in life.

Investment Management Services & Advice

Our investment approach has been established over our 30 year history

ISA Management Services & Advice

An Individual Savings Account or ISA is a tax efficient way of saving money available to UK savers.

General Investment Account (GIA) Services & Advice

General Investment Account's
(GIA)

Inheritance Planning

Inheritance planning is a crucial part of anyone's long term financial or retirement plan.

Investment Bond Management Services & Advice

Investment Bonds are a type of
life insurance policy

David Kneale: A Registered Independent Financial Advisor

As experienced individual financial advisors, we understand seeking the assistance of a registered financial advisor when dealing with pensions and investment is of paramount importance for our clients. As registered financial advisors regulated by the Financial Conduct Authority (FCA), we ensure we adhere to strict professional standards and possess the qualifications, knowledge, and expertise to provide reliable guidance.

By engaging a registered financial advisor for their financial planning, clients can be confident that they receive unbiased advice tailored to their unique financial circumstances and goals. This level of expertise is vital when navigating the complex landscape of pensions and investments. Making well-informed decisions in these areas will significantly impact your future financial security.

Arrange Your Free Expert Consultation

An initial consultation is available and accessible to all new or potential clients, where we will discuss the services you may require from us. These services include the recommendation, implementation and, most importantly, ongoing review of the best financial/investment plan to suit your individual requirements.

01524 39888

mail@dkfm.co.uk

Get In Touch

David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ

01524 39888 mail@dkfm.co.uk

Accreditations