Independent Financial Advisers Covering Penrith

As financial advisers covering Penrith, we recognise the uniqueness of your wealth management needs. Penrith is a town rich with historical legacy, and we appreciate that it is important to many in Penrith to protect their own.

Our expert advisers will assist with bespoke plans for investment and savings solutions. These services may include investment management, ISA management, private pension management, and inheritance planning, catering to various vocations, from the self-employed to consultancy experts.

At David Kneale, we extend our independent financial services from Lancaster to Penrith and the surrounding areas, providing comprehensive Pension Management solutions. Our services range from informed advice on annuities to expert handling of pension consolidation.

Our specialists are ready to support Penrith-based business professionals with their pension plans. We are experts in dealing with both private and final salary-defined pensions. For those looking to understand workplace pensions better, transfer pensions, manage private pensions, or require general pension guidance and advice, our dedicated team covering Penrith is your trusted guide on your financial journey.