Hanlon Kneller

About Hanlon Kneller & Associates LLP

Hanlon Kneller & Associates LLP is a leading independent financial advisory firm based in Shaftesbury, Dorset. We provide expert, personalized financial planning and wealth management solutions to both private and corporate clients.

Our Values

Our business is built on three core values:

• Knowledge: We stay abreast of industry trends and regulatory changes to offer clients informed and effective financial guidance.
• Trust: We prioritize transparency and open communication to build strong client relationships based on mutual respect.
• Integrity: We hold ourselves to the highest ethical standards, always acting in the best interests of our clients.

Our Expertise

Our experienced team of financial advisors offers a comprehensive range of services to meet your diverse financial needs, including:

1. Financial Planning

• Comprehensive wealth reviews and goal setting
• Retirement planning and optimization
• Tax planning and mitigation strategies
• Estate planning and inheritance guidance
• Business succession planning

2. Investment Management

• Goal-driven portfolio construction and management
• Regular review and rebalancing to ensure alignment with your financial goals
• Access to a wide range of investment options tailored to your risk tolerance and objectives

3. Wealth Management

• Asset protection strategies
• Pension reviews and maximization
• Inheritance planning and execution
• Family wealth management solutions

4. Corporate Financial Services

• Business valuations and succession planning
• Employee benefit plan design and implementation
• Retirement planning for key personnel
• Financial risk management solutions

Why Choose Hanlon Kneller & Associates?

• Independence: We are completely free from the influence of any financial institution, enabling us to prioritize your needs without conflict of interest.
• Personalized Service: We take the time to understand your unique circumstances, goals, and aspirations to create a customized plan.
• Client-Focused: We prioritize open communication and transparency throughout the process, ensuring you are fully involved and aware of your financial journey.
• Long-Term Relationships: We value building lasting relationships with our clients and actively support them throughout their financial journey.