Areas We Cover

Based in the historic city of Lancaster for over 30 years

We have built strong roots in the North West of England as well as building strong links with our clients clients across the United Kingdom. 
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Areas We Cover


Wealth Management Services in Lancaster

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Wealth Management Services in Southport

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Wealth Management Services in Blackpool

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Wealth Management Services in Manchester

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Independent Financial Advisers Covering Cheshire

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Wealth Management Services in Carlisle

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Wealth Management Services in Preston

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Wealth Management Services in Lytham

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Wealth Management Services in Penrith

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Since our inception we have been proud to support clients wherever they are based and whatever their financial needs. Our clients are spread throughout the UK as we continue to maintain our home of Lancaster.

We are always happy to discuss your individual needs, wherever you are based.

We are authorised and regulated by the Financial Conduct Authority in the UK. FCA Number 228877

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.
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David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
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Company registered in England & Wales. No. 4934070.
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