Independent Financial Advisers Covering Cheshire

At David Kneale, we understand that your wealth management plan is unique to you. We take a bespoke approach to managing your wealth and will create a tailored program designed to reach and exceed your financial goals. Our expert advisers will be with you every step of the way, providing advice and support on various investments and savings solutions.

Our wealth management services include investment management, ISA management, private pension management, and inheritance planning. We can also provide private pension advice if you are self-employed or a company director.

At David Kneale, we are dedicated to helping you make the most of your pension. Our team of specialist advisors will provide you with the right guidance and advice to ensure that your pension plan meets your long-term financial needs.

We will assess your current pension plan, provide you with the best options for transferring or consolidating your pension, and advise you on the most tax-efficient ways to save for retirement.