WELCOME

Based in the centre of the historic city of Lancaster, David Kneale Financial Management Ltd has been in the business of providing financial advice for over 30 years.

As Independent Financial Advisers, we are able to offer impartial advice from the whole financial market. We are not tied to in – house products. We believe this principle is very important as it gives our clients the confidence to know their hard earned savings are invested in the best, most cost effective manner possible.

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Our services

Investments
& Savings

Retirement
planning

Offshore
Investment

Defined Benefit
Pension Transfer
Advice

Estate
Planning

Pensions in
Divorce

Our clients & Accreditations

For over 30 years, our client list has grown to include private individuals, partnerships, trusts and limited companies. Geographically, we are mainly focussed around North Lancashire and South Cumbria although we do have a small number of clients further afield.

Typically, our clients are financially established with a broad spectrum of financial needs and aspirations. We place great importance on getting to know our clients and developing a strong and lasting relationship with them. Our aim is to provide the best possible advice to deliver consistent and sustainable returns that reflect an identified and agreed risk profile. We aim to deliver a personal service second to none.

 

In the event of a complaint you should contact us on 01524 39888.  If we are unable to resolve your complaint, or you are not happy with the outcome of our complaint process, then you may be able to refer your complaint to the Financial Ombudsman Service.  More information on the FOS can be found at
www.financial-ombudsman.co.uk

For information regarding our Data Protection Policy – please click here.

Authorised and Regulated by the Financial Conduct Authority, Reg No. 228877. Not all of the products and services we offer are regulated by the FCA.