Annuity Management Services & Advice

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Annuity Management Services & Independent Pension Annuity Advice

Navigating the financial landscape in retirement can be a daunting task, especially when it comes to securing a steady flow of income. Annuities, however, can play a significant role in providing retirees with a guaranteed income in a number of different ways. We understand every client's needs and circumstances are unique; we aim to provide the best tailored independent annuity advice services in Lancaster (Lancashire).

Annuities offer various structures designed to cater to your specific needs. These can be lifetime annuities, providing guaranteed income for the rest of your life, or fixed-term annuities, offering income for a specified period. Income can be level or escalating, providing an enhanced income to suit ongoing household expenses and adjustable to inflation rates. In addition, there is the opportunity to provide a spouse or dependents with a secure income in the event of your passing.

Our experts provide annuity advice in Lancashire and are able to discuss the best options available on the market and whether or not an annuity will be right for you or if other options would be a better fit. If you have any questions about annuities or are looking for an annuity retirement plan in Lancaster or the surrounding areas, our advisors will be more than happy to help.

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Arrange Your Free Expert Consultation

As an annuity specialist in Lancashire, our experts are well-versed in the annuity market and are capable of advising on the best options in line with your circumstances and financial goals. During your free initial consultation, we will explore whether an annuity is right for you or if other retirement income options, like income drawdown, might be more suitable. This consultation allows us to discuss and uncover the financial services you might require from us, across the steps of recommending suitable plans, implementing them, and, most importantly, conducting ongoing reviews.

Begin Your Financial Journey with Us

Your financial journey deserves expert navigation, and at David Kneale Financial Management, we bring our wealth of experience, commitment to personal service, and a keen understanding of the annuity market to your doorstep. 

So, if you are looking for annuity advice in Lancaster or surrounding areas, let us journey with 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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David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
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