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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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.

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.

Fiona

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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