Whatever your needs, we offer bespoke services and form strong, longstanding relationships with our clients.
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.
Our team of experienced financial planners enable us to provide you with honest and knowledgeable financial advice.
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
My annual review of my finances with David Jones was, as always, a pleasure. David always answers my questions clearly and reassures me with the knowledge he has. I enjoyed our meeting and greatly appreciated his gentle manner and demeanour. I would highly recommend David Jones to other people.
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 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.