Our Services

How can we help you?

We offer a wide range of services

We work with a number of investment providers from the whole of the market to ensure we can offer a wide range of services to our clients at the best value. Our advisers have expertise in many areas, with particular specialism in pensions, investments and retirement planning. We are also one of a few independent financial advice companies to offer bespoke final salary of defined benefit pension transfer advice.

We offer all new clients a free initial consultation and our advisers can discuss in more detail the services we offer as well as our costs and charges.
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Some of the services we provide include the following:

Pension Management Services & Advice

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


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Annuity Management Services & Advice

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


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Final Salary Defined Pension Management

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.


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Pension Transfer Management Services & Advice

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


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Pension Consolidation

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.


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Occupational/Workplace Pension Services & Advice

Occupational or workplace pensions are provided by your employer.


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Private Pension Management Services & Advice

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


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Investment Management Services & Advice

Our investment approach has been established over our 30 year history


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ISA Management Services & Advice

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


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Inheritance Planning

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


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Investment Bond Management Services & Advice

Investment Bonds are a type of
life insurance policy


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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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Get In Touch
David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
01524 39888mail@dkfm.co.uk
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