Investments | Savings | Planning
call 01524 39888 email mail@dkfm.co.uk

Protecting Your Future with Integrity and Professionalism

Welcome

Based in the centre of the historic city of Lancaster, David Kneale Financial Management Ltd has been in the business of providing quality financial advice for almost 25 years.

As Independent Financial Advisers, we are able to offer impartial advice from the whole financial market. We are not tied to in - house products. We believe this principle is very important as it gives our clients the confidence to know their hard earned savings are invested in the best, most cost effective manner possible.

Our charges are transparent and explained clearly at the outset, with an initial consultation available free to all new or potential clients.

Our services include the recommendation, implementation and most importantly ongoing review of the best financial/investment arrangements to suit individual requirements.

At David Kneale Financial Management Limited we have a particular expertise in all aspects of planning for retirement. The pensions industry is a complex environment that we believe requires specialist and up to date advice. This expertise extends to advising the legal profession on pension matters in divorce cases.

If you are confused or simply haven't the time nor inclination to review your existing financial arrangements, why not make an appointment to come along and have a chat.

It will cost you nothing.

Our Clients

Over the past almost 30 years, our client list has grown to include private individuals, partnerships, trusts and limited companies. Geographically, we are mainly focussed around North Lancashire and South Cumbria although we do have a small number of clients further a field.

Typically, our clients are financially established with a broad spectrum of financial needs and aspirations. We place great importance on getting to know our clients and developing a strong and lasting relationship with them.

Our aim is to provide the best possible advice to deliver consistent and sustainable returns that reflect an identified and agreed risk profile.

We aim to deliver a personal service second to none.

About Us

Gary Lane - Principle

Gary joined David Kneale in 1991, he became a junior partner in 1993 before ultimately taking over the running of the business in 2010. Gary has various pensions and investment qualifications and has a wide experience of dealing both with individuals and businesses. Earlier this year, Gary became one of only 185 independent financial advisors in the country, and the only one in North Lancashire and Cumbria who can act as a Single Joint Expert in pension work relating to a divorce. Gary regularly meets with other professionals to assist both his clients and offer other services to his clients. He has also been featured in Which Magazine in respect of retirement advice. Gary has two children and spends his spare time walking, running or cycling on the Lakeland fells near his home in Bowness.

Stephen Garner - Director

Stephen joined DKFM in January 2013, having spent the last 16 years with Zurich Financial Services, looking after the IFA community in N. Lancs and Cumbria. Stephen brings with him extensive technical knowledge of investments, Wealth Management, Inheritance Tax Planning, Trusts and Business Protection. Having lived in Liverpool, Manchester, Bury and Barton. He now lives in Broughton near Preston with his wife Sue and his son and daughter. Loves football, tennis, fell walking, skiing and drinking red wine.

Chris Gartside - Business Manager

Chris joined David Kneale Financial Management in 2001 as their Business Manager following a 30 year career with NatWest Bank. During his time with the bank he worked in Glasgow, Edinburgh, Leeds, Manchester, Preston and latterly his home city of Lancaster where he was brought up and educated. When not involved in financial services, Chris can be found on the family farm at Burton in Kendal. Enjoys fell walking, golf, motoring and music.

Kevan Thorn - Compliance Consultant

Kevan Thorn is the firm's compliance consultant and he works closely with the firm's management regarding their objectives to provide quality financial advice. He has 16 years' experience in the financial services industry including banking, compliance and independent financial advice. He holds the Diploma in Financial Services qualification and has worked in many different roles, so the experience he brings helps the firm to exceed the high standards set by the industry regulator.

Tom Evans - Consultant

Tom has vast experience of the financial services industry. Having lived most of his life on the Fylde Coast he knows the area well and provides the firm with management expertise. Tom joined David and Gary in the company in 1993 following 10 years with Pridential and Equitable Life. Tom has one daughter and during his spare time enjoys dog walking, reading and playing golf.

Our Services include
  • Investments & Savings
  • Retirement planning
  • Offshore Investment
  • Personal Protection
  • Group Pension Schemes
  • Pensions in Divorce
  • We are part of the Financial Ombudsman Service

Contact Us

David Kneale
Financial Management Ltd

78 Church Street, Lancaster
Lancashire LA1 1ET

Tel: 01524 39888
Fax: 01524 32698
Email: mail@dkfm.co.uk

Company registered in England and Wales
No. 4934070.

Accreditations
IFA Logo

Authorised and Regulated by the Financial Services Authority, Reg No. 228877.

Not all of the products and services we offer are regulated by the FSA.