Investment Bond Management Services & Advice

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Investment Bonds are a type of life insurance policy

which allows the policy holder to invest in a range of assets in a tax efficient manner with the aim to achieve long term growth, usually over a 5-20 year time horizon.
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Investment Bonds

An Investment Bond can be especially prudent for high earners or individuals who have received inheritance with a lump sum to invest. 

We provide advice on both offshore and onshore investment bonds, including those placed within a trust.

Right Investment For You

Our Advisers will be able to discuss the right Investment Bond for you and the benefits that are available by investing within a Bond. We offer Bond products from a number of providers dependent on your individual circumstances.

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
01524 39888mail@dkfm.co.uk
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