Private Client
Whatever your needs, we offer bespoke services and form strong, longstanding relationships with our clients.
We Offer Effective Solutions For All Aspects Of Financial Management
Independent Advice Tailored to You
Corporate Client
KLO Financial Services support employers and their staff through easy-to-use and transparent services, such as workplace pensions, workplace financial education and group risk insurance.
Professional Partnerships
Our team of experienced financial planners enable us to provide you with honest and knowledgeable financial advice.
Bespoke Financial Solutions
How We Can Help You
Our extensive experience in advising individual and corporate clients, as well as charitable trusts and professional trustees, allows us to deliver effective solutions for an array of client objectives. Our independent financial advisers will listen, evaluate and offer financial management advice, depending on your needs and requirements.
Step 1: Listen
Too often people are offered a ‘one-size-fits-all’ approach, or a simple arrangement of products. At KLO Financial Services, we never take this approach. Understanding you, your needs and your assets is vital to the process of providing bespoke, financial management solutions.
- Avoid a ‘one-size fits all’ approach
- Understand your long-term goals
- View your financial situation differently
Step 2: Evaluate
We understand that everyone’s personal financial situations are unique, which will affect the personal financial route that we choose to go down together. Our expert advisers have a thorough knowledge of the financial market and will assess how your goals can be best achieved.
- Receive a truly independent and unbiased perspective
- Gain knowledge of the financial market
- Acquire current and relevant information
Step 3: Advise
We present the options and listen carefully to your feedback. We appreciate and respect the gravity of your personal financial decisions and we want to make sure you are comfortable with your plan. Our experienced financial advisers are always available to discuss your needs and goals.
- Receive tailored solutions
- Improve your financial understanding
- Safeguard your wealth for the future
Step 4: Review
We ensure we deliver a professional and personal service to clients from the first meeting, through to our regular ongoing review programme. By allocating every client to an individual office-based Client Manager, we foster and deliver a highly personal service that we are justifiably proud of.
- Keep your financial plan up to date
- Be prepared for any dramatic life changes
- Review your finances regularly
Stay Informed With KLO
The Latest Happenings & Insights
What Our Clients Say?
I have a had a great experience using KLO, was able to set up a call easily and got some good advice. I spoke with Terry and he was good to talk to so I would recommend giving him a call if this is something you need any help with!
I have dealt with Matt Booton for many years and always had an excellent service and very good relationship.
James provides clear, honest, professional guidance everytime.
I cannot recommend James highly enough. He is completely professional, very knowledgeable, and very pleasant and helpful always.
Steve has been great throughout the process of life assurance and pension switch.
James has been my financial adviser for several years now, and I am continually impressed by his customer care, knowledge of the market, and attention to detail. During our regular face to face meetings, my finances are discussed and reviewed in a clear and practical way. If I have any questions, James is always on hand with easy to understand advice. And every decision we make together is promptly followed up. I can’t recommend James and KLO Financial Services highly enough. They are a company who genuinely care about their clients, and I feel comforted to know my finances are in such safe hands.
I couldn’t be more pleased to have James Glavey at KLO as my financial adviser. He is doing really good things with my portfolio, but above all I trust him to do so and this is paramount for me.
Dan has been ultra professional , explaining all my options in a straightforward way and his customer service and that of KLO has been first rate .
I would highly recommend Dan and the team at KLO.
We're Here to Help
Contact Us Today
We are always eager and available to meet with you to discuss your financial objectives and assess your current strategies. No question is too big or too small. The first consultation is always free and comes with no obligation. If you'd like to speak to one of our expert financial advisers, get in touch today.