David Kneale Financial Management Ltd

Independent Financial Adviser  78 Church Street, Lancaster, Lancashire, LA1 1ET
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FCA authorised
Last authorised 13th September 2021
Establish lasting and valued relationships with all of our clients for over 25 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Stephen Garner DipPFS, Cert CII (MP)
Director
MR Gary Lane DipPFS
Managing Director
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.

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

78 Church Street, Lancaster, Lancashire, LA1 1ET

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