Our Services in Lancaster

At our Lancaster-based company, we offer wealth management services tailored to the needs of various individuals.

We provide investment and pension advice in Lancaster to ensure our clients get the best out of their finances. Lancaster offers a beautiful location, but we can provide our services across the north of England if you are comfortable using online video-calling tools to communicate with us.
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Our services in Lancaster and Surrounding Areas

Lancaster is a growing hub of busy professionals. With its proximity to the Lake District and the Northwest of England, Lancaster is a great place to live and find great employment. Full of history and opportunity, the city is the ideal base to help clients from the city and those who may be further afield. We provide advice on wealth management in Lancaster as well as other services and can help you prepare for the future, even consolidating your money into one easy-to-manage pot.

We understand the needs of our clients in the area and are dedicated to helping them reach their financial goals. We regularly assist people from other regions of the Northwest, including neighbouring cities and towns such as Preston, Kendal and Morecambe.

Wealth Management in The North of England

Due to the impressive capabilities of internet video calling, staying in touch with clients across the UK has never been easier. 

Our technology allows us to provide a high level of service, no matter where our clients are located. We can help you manage your pensions and investments, planning for the future with confidence. 

Our experienced professionals can offer bespoke advice and guidance for pensions and investments, helping you make the most of your money wherever you are based. We often work with clients throughout the entire Northwest, providing tailored investment management and advice to ensure their finances are handled well.

Let Us Help You Reach Your Financial Goals

We are authorised and regulated by the Financial Conduct Authority in the UK (FCA Number 228877), so you can trust us to provide unbiased, expert advice on all aspects of pension and investment management. We can help you identify your financial goals and develop an action plan to achieve them. 

At David Kneale, unlike other wealth management companies, we have full access to the entire market of pension and investment products and are here to help you reach your financial goals, so get in touch today to see what your money can provide for you.

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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Get In Touch
David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
01524 39888mail@dkfm.co.uk
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