David Kneale Financial Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Business
- Group pensions
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
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.
Establish lasting and valued relationships with our clients.
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