Hanlon Kneller

A Compassionate and Independent Financial Guiding Hand

At Hanlon Kneller & Associates LLP, we are more than just financial advisors - we are trusted confidantes who guide individuals and businesses towards financial success. Established in Shaftesbury, Dorset, our boutique firm combines extensive expertise, personal service, and a genuine passion for empowering our clients.

Our Mission

Our mission is to provide bespoke financial solutions tailored to each client's unique needs and aspirations. We believe in a holistic approach, taking into account your financial goals, lifestyle aspirations, and personal values. We are committed to:

• Understanding your aspirations: We take the time to listen and understand your individual journey, identifying your financial dreams and safeguarding your financial future.
• Providing expertise across all areas: Our comprehensive services cover every aspect of financial planning, from wealth management and retirement planning to estate planning and tax optimization.
• Delivering tailored solutions: We design specific plans based on your unique circumstances and goals, ensuring implementation is efficient and effective.
• Maintaining open communication: We believe in transparency and accountability, providing regular updates and clear explanations throughout our journey together.

Our Team of Experts

Our team comprises experienced and passionate financial advisors with over two decades of collective experience. Led by partners Gordon Hanlon and Andrew Kneller, we boast extensive knowledge in all aspects of financial planning and a genuine passion for helping clients achieve their financial goals.

Our Services

We offer a comprehensive range of services, including:

Financial Planning

• Comprehensive financial assessment and goal setting
• Retirement planning and investment strategies
• Estate planning and succession strategies
• Protection planning and insurance solutions

Wealth Management

• Investment portfolio management
• Tax optimization strategies
• Asset protection planning

Retirement Planning

• Pension reviews and contributions
• Flexible withdrawal strategies
• Retirement planning for business owners

Estate Planning

• Will writing and power of attorney
• Trust establishment
• Inheritance planning

Contact Us Today

At Hanlon Kneller & Associates LLP, we believe financial success starts with a conversation. Contact us today to schedule a complimentary consultation and let us guide you on the path to financial freedom and security.