Our Services

We have been providing specialist pension advice and retirement planning for over 30 years

Annuities can offer a guaranteed income for retirees in a number of different ways

We are one of the few independent companies in the North West still offering bespoke and in-house Defined benefit pension transfer advice. Learn more about what this includes and if we can help you manage yours.

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

Navigating the path towards a financially secure retirement is a journey; every step matters. At David Kneale Financial Management, we help you simplify that journey by simplifying your pensions. Our Pension Consolidation services illuminate your path, making retirement planning easier and more efficient.

Occupational or workplace pensions are provided by your employer.

A Private or Personal Pension is a great way of saving money for later in life.

Our investment approach has been established over our 30 year history

An Individual Savings Account or ISA is a tax efficient way of saving money available to UK savers.

General Investment Account's
(GIA)

Inheritance planning is a crucial part of anyone's long term financial or retirement plan.

Investment Bonds are a type of
life insurance policy