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 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 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?
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.
My decision to move my portfolio to KLO was driven by the professionalism and reassurance that Dan Styles gave me when I met him. Not only has he surpassed all my expectations but I have experienced, first hand, the superior attention to detail that he, and the KLO team have given. I believe that all of this stems from being a small independent firm, who treat your money as if it were their own. I couldn’t recommend them more for peace of mind for the future
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.
‘I have been delighted with the quality of advice and the level of service I have received. As a result, I am confident that my financial affairs are being much better handled than I could ever do myself. At a time of very low interest rates and global uncertainty, the advice I have received has sustained and grown my portfolio in a very satisfactory way.’
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.