Independent Financial Advisers Covering Penrith

We offer exceptional financial management services in Penrith and surrounding areas.

With over 30 years of expertise, our team is dedicated to ensuring the financial prosperity of our clients, whether it involves investments, pension advice, or inheritance planning.

Covering the entire Penrith area, we help busy professionals with various services to ensure their secure future, even increasing their ROI for various products.
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Expert Wealth Management for Penrith's Professionals

As financial advisers covering Penrith, we recognise the uniqueness of your wealth management needs. Penrith is a town rich with historical legacy, and we appreciate that it is important to many in Penrith to protect their own.

Our expert advisers will assist with bespoke plans for investment and savings solutions. These services may include investment management, ISA management, private pension management, and inheritance planning, catering to various vocations, from the self-employed to consultancy experts.

Professional Pension Advice in Penrith

At David Kneale, we extend our independent financial services from Lancaster to Penrith and the surrounding areas, providing comprehensive Pension Management solutions. Our services range from informed advice on annuities to expert handling of pension consolidation.

Our specialists are ready to support Penrith-based business professionals with their pension plans. We are experts in dealing with both private and final salary-defined pensions. For those looking to understand workplace pensions better, transfer pensions, manage private pensions, or require general pension guidance and advice, our dedicated team covering Penrith is your trusted guide on your financial journey.

Get Your Future Finances Aligned

Regulated by the UK's Financial Conduct Authority (FCA Number 228877), we provide independent, strategic financial advice, primarily in investment and pension management. With vast experience, we have helped countless clients define, strategise, and attain their financial goals.

Our free initial consultation gives prospective clients a glimpse of how our services can align with their financial vision, and our expert team excels in recommending, implementing, and reviewing a tailored financial strategy that suits your economic expectations. Our commitment lies in aiding clients in accruing wealth and navigating them towards financial fulfilment, especially in Penrith.

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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