Hanlon Kneller & Associates

Independent Financial Adviser  Donhead St Mary, Shaftesbury, Dorset, SP7 9LW
First meeting at adviser's own cost
We offer independent investment advice on existing pensions and investments. We live and work in the local area. If you wish to look at our website the address is <url hidden>
We can advise you on
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Annuity purchase
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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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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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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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Critical illness
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Response rating
9.7/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Andrew Kneller CeRER Dip FA MIFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

At Hanlon Kneller & Associates we specialise in independent investment advice whether for tax efficient growth or tax efficient income. We work on a fee basis which can be an hourly rate or a fixed sum which is agreed before we proceed.

Our services

We provide independent advise on investments and pensions whether for growth or income. We offer ongoing advice and monitoring of your investments. The first initial meeting is free without obligation.

Where to find us
Head office address: Donhead St Mary, Shaftesbury, SP7 9LW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Hanlon Kneller & Associates are regulated by the Financial Conduct authority and our FCA number is 454044, if you would like to reference our firm on the FCA register.

Response rating
9.7/10
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FCA authorised
Last authorised 20th September 2021

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