This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. North West
  6. breadcrumbs-arrow
  7. Lancashire
  8. breadcrumbs-arrow
  9. Lancaster
  10. breadcrumbs-arrow
  11. David Kneale Financial Management Ltd

David Kneale Financial Management Ltd

Independent Financial Adviser 78 Church Street, Lancaster, Lancashire, LA1 1ET
FCA verified
15th October 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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Burton and Fisher Financial Services
Independent Financial Adviser 0 mi
Burton and Fisher prides themselves on offering independent advice to clients through our offices in both Lancaster and Morecambe.
 
See profile
PBS Independent Financial Advisors
Independent Financial Adviser 0.09 mi
Providing financial advice built upon Trust, Integrity and Value.
 
See profile
T I C Financial Services (Uk) Limited
Independent Financial Adviser 0.09 mi
Passionate about building long term relationships with our clients and delivering first class customer service.
 
See profile
Kieron Bassett Financial Services
Independent Financial Adviser 3.05 mi
Chartered Independent Financial Advisers (IFAs). Providing truly independent advice for over 25 years
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.