ABOUT US

At David Kneale Financial Management Limited we specialise in providing investment and pension advice. After getting to know your circumstances and aspirations we design a bespoke financial plan and we take care of all the arrangements.  
 
We have a particular expertise in all aspects of planning for retirement. The pensions industry is a complex environment that we believe requires specialist and up to date advice. This expertise extends to advising the legal profession on pension matters in divorce cases
 
Our charges are transparent and explained clearly at the outset, with the initial consultation available free to all new or potential clients. Our services include the recommendation, implementation and most importantly ongoing review of the best financial/investment solutions to suit your individual requirements.
 
If you are confused or simply haven’t the time nor inclination to review your financial arrangements, why not make an appointment to come along and have a chat with us.  It will cost you nothing.   

OUR TEAM

Gary Lane – Managing Director

Gary joined David Kneale Financial Management in 1991, he became a junior partner in 1993 before ultimately taking over the running of the business in 2010. He has various pension and investment qualifications and has a wide experience of dealing with both individuals and businesses. He is one of a limited number of advisers who are authorised to process Final Salary Pension Transfers. He is one of only 185 independent financial advisers in the country who act as Single Joint Expert in divorce cases involving pensions. Gary meets regularly with other professionals to ensure his clients receive coordinated advice. He has two grown up children and spends his spare time walking, running or cycling on the Lakeland fells near his home in Windermere.

Alex Lane – Financial Adviser / Business Manager

Alex joined DKFM in January 2020, having always had a keen interest in financial services.  With qualifications in Specialist Automotive Finance gained during his time at Porsche Edinburgh and Real Estate investment from The London School of Economics. Alex is also a proud member of the Personal Finance Society.

He now provides advice on pensions, investments and retirement planning and, thanks to his experience of running and managing a thriving bistro in Malta, Alex is also our Practice Manager, responsible for all day-to-day operations.

In his spare time, Alex enjoys running, climbing, and skiing.

Matthew Helme – Financial Adviser

Matthew has over 24 years’ experience within Financial Services, the majority of which he spent at Zurich delivering technical support and business management solutions to Independent Financial Advisors. He has a wealth of experience in all areas of financial planning, including pensions and investments, wealth management and Inheritance Tax planning and Trusts.

He is qualified in Pension Transfers and is a proud member of the Personal Finance Society.

Dedicated to providing a bespoke service to his clients, he prides himself on his conscientious and thorough approach.

He is a keen football fan and also enjoys playing golf. He has two children and manages his son’s U13 football team.

Kevan Thorn – Compliance Consultant

Kevan Thorn is the firm’s compliance consultant and he works closely with the firm’s management regarding their objectives to provide quality financial advice. He has extensive experience in the financial services industry including banking, compliance and independent financial advice. He holds the Diploma in Financial Services qualification and has worked in many different roles, so the experience he brings helps the firm to exceed the high standards set by the industry regulator.