Pension Transfer Management Services & Advice

Service Category:

Pension Transfer Advice Specialist

Our team are highly experienced in transferring pensions between multiple schemes.

As a pension transfer advisor in Lancashire, we focus on Defined Benefit (DB) and Defined Contribution (DC) plans, which are two of the most common types of pensions available. Our approach is to work closely with our clients to understand their unique financial circumstances and goals fully. We then provide detailed analysis and recommendations on the best course of action for transferring their pension, taking into account a range of factors such as the current market conditions, tax implications, and individual risk tolerance.
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Unique Pension Transfer Management Services

Our expertise as a pension transfer specialist in Lancaster and surrounding areas extends to bespoke and in-house Defined Benefit (DB) pension transfer advice. DB pension schemes promise members a guaranteed income for life, eliminating uncertainties in retirement. These schemes offer benefits such as regular income increases (often termed cost-of-living adjustments or inflation protection) and financial support for dependents after a member's demise.

We also assist in Final Salary Pension Transfers, guiding members through the process of exchanging their guaranteed pension income for a 'Cash Equivalent Transfer Value' (CETV), when appropriate.

How We Help Navigate Your Financial Future

At David Kneale Financial Management, we provide bespoke investment management services that cater to the unique financial needs, risks, and objectives of each client. Our in-house consultancy services ensure confidentiality and control, giving our clients peace of mind that their sensitive financial information is handled with care. Our pension advisors in Lancaster offer customised advice on DB Pension transfers aligned with our client's long-term financial goals.

We have a solid reputation in the industry for personalised pension investment management services, with over three decades of experience in successfully navigating through market cycles. Our commitment to fairness and transparency ensures cost-effective solutions that do not compromise potential returns. We believe in personalised financial journeys, guided by considered advice, long-term perspectives, and fair and transparent pricing.

Regulated Financial Guidance and Your First Consultation on Us

At David Kneale Financial Management, we believe in upholding the highest standards of professionalism and ethical conduct. We are duly sanctioned and regulated by the Financial Conduct Authority in the United Kingdom (FCA Number 228877), which guarantees that our services meet stringent regulatory standards designed to protect consumers. To show our dedication to serving our clients alongside maintaining their financial stability, we're delighted to offer your first consultation free of charge. This not only allows us to understand your financial landscape but also allows you to experience our committed approach towards managing your financial journey with no upfront cost.

So, if you're looking for pension transfer advice in Lancashire, please don't hesitate to get in touch.

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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