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.
Developing Relationships
Partnerships
We believe that expert advice and quality service drives business and retains clients.
We are always looking to partner with like-minded professional firms to broaden their service offering and assist in retaining their key clients. We always respect boundaries.
We are proud to form partnerships with:
- Solicitors
- Accountants and Tax Specialists
- Employee Benefit Consultants
- Insurance Brokers
- Investment Managers
- Business Sale Specialists
- Commercial Finance Brokers
- Mortgage Specialists
Our proposition is driven by the provision of expert independent advice with the delivery of quality service. There are many areas where we can potentially assist your clients, however the areas we most regularly get asked for assistance with are:
To discuss how we can help each other to help our clients please contact us.
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.
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.
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.