Investment Management Services & Advice

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Our investment approach has been established over our 30 year history 

This reflects our clients needs for simplicity, low cost and long term planning.

Over three decades, we have been through numerous market cycles and we understand the value of a long term approach to investing as well as ensuring the products we offer are at a fair price.
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Flexibility To Adapt

We are proudly independent so that we can select investments from across the UK market and we are not tied in to specific providers. This means that we have the flexibility to adapt to the changing world and our clients goals throughout their journey.

High Quality Investments

We provide advice on all areas of investing across a global range of investment funds to make sure that your money is in the right place. Our advisers will build the best investment plan for you based on your personal circumstances and goals so that your portfolio matches your attitude to risk and is diversified across a global range of high quality investments.

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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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