Meet The Team

Our Team

David Kneale Financial Management are fully independent and regulated by the Financial Conduct Authority. We pride ourselves on being highly experienced and qualified in order to provide our clients with the best opportunity to meet their financial goals. Having been established in 1988, our team understands the long term requirements of our clients and the importance of impartial and independent advice.
Gary Lane DipPFS
Managing Director
Gary joined David Kneale Financial Management in 1991, he became a junior partner in 1993 before ultimately taking over the running of the business in 2010. He has various pension and investment qualifications and has a wide experience of dealing with both individuals and businesses. He is one of a limited number of advisers who are authorised to process Final Salary/Defined Benefit Pension Transfers. He is one of only 185 independent financial advisers in the country who act as Single Joint Expert in divorce cases involving pensions. Gary meets regularly with other professionals to ensure his clients receive coordinated advice. He has two grown up children and spends his spare time walking, running or cycling on the Lakeland fells near to where he lives.
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Alex Lane DipPFS
Financial Adviser
Alex joined DKFM in January 2020, having always had a keen interest in financial services. Alex is fully qualified independent financial advisor holding a diploma in regulated financial planning alongside other qualifications in business and finance from institutions such as London School of Economics and Manchester Business School. Alex provides specialist advice on all aspects of pensions, retirement and investment planning. He is also a proud member of the personal finance society.

Prior to working at David Kneale Financial Management, Alex spent his time in the luxury automotive industry working on exclusive projects with brands such as Porsche GB in Edinburgh. Alex brings with him a breadth of experience across business, investments and bespoke client experience.

In his spare time, Alex enjoys running, climbing, and skiing.
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Matthew Helme DipPFS
Financial Adviser
Matthew has over 24 years’ experience within Financial Services, the majority of which he spent at Zurich delivering technical support and business management solutions to Independent Financial Advisors. He has a wealth of experience in all areas of financial planning, including pensions and investments, wealth management and Inheritance Tax planning and Trusts.

He is qualified in Pension Transfers and is a proud member of the Personal Finance Society. Dedicated to providing a bespoke service to his clients, he prides himself on his conscientious and thorough approach.

He is a keen football fan and also enjoys playing golf. He has two children and manages his son’s U13 football team.
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Kevan Thorn
Compliance Consultant
Kevan Thorn is the firm’s compliance consultant and he works closely with the firm’s management regarding their objectives to provide quality financial advice. He has extensive experience in the financial services industry including banking, compliance and independent financial advice. He holds the Diploma in Financial Services qualification and has worked in many different roles, so the experience he brings helps the firm to exceed the high standards set by the industry regulator.
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Adviser Support Team

Our advisers also have a highly skilled support team working behind the scenes, who between them have over 40 years of experience in financial services. Our support team make sure that our clients are looked after on a daily basis and ensure that the investment partners we work with are providing the service our clients want.

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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