David Kneale Financial Management Ltd

Independent Financial Adviser 78 Church Street, Lancaster, Lancashire, LA1 1ET
FCA verified
17th December 2018
Establish lasting and valued relationships with all of our clients for over 25 years.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Gary Lane DipPFS
Managing Director
adviser-person
Stephen Garner DipPFS, Cert CII (MP)
Director
Where to find us

78 Church Street, Lancaster, Lancashire, LA1 1ET

About us

We are directly regulated and authorised by the FCA, based in Lancaster and specialising in pensions and investments. Clients are generally recommended to us by existing satisfied clients and professional intermediaries.
Trustee work undertaken and advised on their duty of care. Pensions Department Advises on Divorce and Frozen Benefits. Initial meeting is free of charge, by agreement this may be amended during the meeting. Any advice provided will necessitate commitment by the client.
The value of Investment can go down as well as up.

Our services

Establish lasting and valued relationships with our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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