Key Investor Information Documents

This page provides a detailed analysis of our recommended investment funds, providing an overview of the individual fund’s objectives, along with performance and historic volatility. Fund information and overall sector exposure are shown for each of our investment portfolios.

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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!

James

I have dealt with Matt Booton for many years and always had an excellent service and very good relationship.

Gary

James provides clear, honest, professional guidance everytime.

Kathryn

I cannot recommend James highly enough. He is completely professional, very knowledgeable, and very pleasant and helpful always.

Anonymous

Steve has been great throughout the process of life assurance and pension switch.

Sally

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.

Client, London

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.

Cath

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.

Julian West

Key Investor Information Documents

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