Independent Financial Advisers Covering Cumbria

We take great pride in offering various financial advisory services, such as wealth management and pension advice, across Carlisle and Cumbria.

A region known for its vibrant professional scene and growing population, Cumbria holds immense potential for those seeking expert financial advice. Our firm's expertise extends to serving professionals across various industries in Cumbria, guaranteeing tailored services aligning with specific needs

We remain focused on aiding our esteemed clientele to optimise their financial resources and equip them for future plans and security.
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Wealth Management Advice in Carlisle and Other Cumbrian Towns

At David Kneale, your wealth management plan requires a unique perspective. By adopting a customised approach, we create a tailored program to meet and surpass your financial ambitions. Our knowledgeable financial advisers in Cumbria will accompany you throughout the process, offering valuable insights and assistance on various investment and savings solutions.

Our comprehensive wealth management services include:

  • Investment Management
  • ISA Management
  • Inheritance Planning

By working closely with you, our expert team will help address your financial needs and work towards securing your financial future.

Pension Advice in Carlisle

Our extensive experience in providing pension advice in Carlisle and across Cumbria gives us the expertise to assist you with your concerns and queries effectively. We understand each pension plan is as unique as the individual it belongs to. Therefore, we assist in finding the right products tailored to your financial goals and future security.

Our financial advisers covering Carlisle and other Cumbria towns and areas can assist in crafting your pension strategy while also providing pension consolidation services. Combining your pensions into one scheme could lead to a more manageable and potentially more profitable approach to preparing for retirement. This approach aims to ensure that your pension is offering the maximum return.

We Can Help You Reach Your Financial Goals

Regulated by the UK's Financial Conduct Authority (FCA Number 228877), our firm offers impartial, expert pension and investment management advice. We can offer a broad selection of opportunities due to access to a larger market than other schemes and plans you may already have. We've utilised this and our extensive experience to help clients outline their financial goals and craft viable strategies towards achieving them.

Our complimentary introductory consultation is available for all potential clients in Carlisle, during which we learn about your financial objectives and examine how our services can meet them. We're committed to proposing, implementing, and consistently reviewing a personalised financial tactic that complements your economic aspirations. For all your pension and wealth management needs, we are here to help.

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.
Get In Touch
Get In Touch
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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