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!
We’re Committed to You
Our focus is solely on you and your needs, allowing us to operate in a manner that means we are always maintaining our integrity as independent advisers. We have core values and we take them very seriously; in everything that we do. Whether you are an employee, a client or a partner, we are committed to ensuring your best interests come first.
Our Company Values
Our agenda is simple. We continue to demonstrate the highest standards of service, advice and ethics within all areas of our business operations. All of our financial planners, analysts and support staff work together to pioneer transparency and honesty in all we do.
Our core values include:
Our Dedicated Team
Meet The Team
All our employees hold our company culture at heart, and it is these committed individuals who have helped to build our business.
Working With Us
Career Opportunities
Join our dynamic and continually growing team of independent financial planners and dedicated client managers.
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What Our Clients Say?
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.