Whatever your needs, we offer bespoke services and form strong, longstanding relationships with our clients.
We support clients with a high-quality set of corporate services, working with employers to ensure they are getting the best value for their people.
Our team of experienced financial planners enable us to provide you with honest and knowledgeable financial advice.
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 bespoke and 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
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.
As a young professional seeking to consolidate my pension arrangements, KLO Financial Services were the only company to respond to my queries.
From the very outset I found KLO Financial Services to be highly professional, capable and supportive, clearly demonstrating that they are a company with a long term perspective, and a thorough commitment to addressing their clients needs.
I wish in particular to thank Eleanor Jordan, who was my financial adviser during my pension transfer process, who promptly responded to my queries, evaluated my requirements and transferred my pension as requested.
In summary I would wholeheartedly recommend Eleanor Jordan and the team at KLO Financial Services to anyone requiring financial advice and services, and wish them all lasting success in the coming years.
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.
Having undertaken significant work with Chris over the last year I can say that his commitment and professionalism hasn’t once wavered. Chris is always quick to respond to queries and always does so in a friendly and down to earth manner. I’ve never met anyone who can bring pensions to life as much as Chris and he has the patience of a saint.
‘Andy Green has been our IFA since 2013 when we needed investment advice for parents who were downsizing their home. Andy’s advice has seen their investment grow while safeguarding it for the future. Due to the great service, my parents received we now use Andy and KLO Financial Services for our own investments and pension, which have performed exceptionally well over the last 12 months.’
‘John Glavey has been our personal IFA for over 30 years. In addition, he acted for 40+ employees of companies of which Mr B was a Director. His advice and actions has made our retirement financially comfortable. Throughout those years his attitude has been relaxed but positive and we always had the feeling that he was maintaining his knowledge of trends and changing investments where appropriate. His up to the minute qualifications corroborate that.’
‘For over a decade John Glavey has given us financial advice. His expertise and attention to detail are exemplary. The manner in which he has dealt with our finances cannot be faulted. With KLO we feel confident and secure with their handling of our financial affairs now and in the future’
‘I approached KLO Financial Services as I needed advice on how to best invest my assets. Andrew discussed with me my options and I felt confident to invest with KLO Financial Services. The one thing I really liked was the very little time it took to get started, Andrew and his team were readily available and happy to help. I am very pleased with the experience and will continue to use KLO Financial Services.’
‘I have been a client of Andrew Green for a while and when he advised me that he was setting up a new company and team as KLO, I did not hesitate to move my portfolio to this new team. I am delighted with the service that I receive from KLO and the focused approach in responding to my changing requirements. I know that my portfolio is getting the attention it needs to met my personal objectives.’
‘We have been thoroughly impressed by the detailed advice Andy has given Oneresource Virtual Assistants to enable us to set up workplace pensions for both the directors and the employees of the company. With Andy’s help we feel we have been able to make informed, cost-effective choices that match our aims and goals.’
‘We recently had some advice from Andy; he came to our home listened to what we wanted, didn’t try and sell us anything else, found us what we were looking for and he didn’t charge us for an appointment. Now, because he was so good, we’re looking at arranging our mortgage with him. I can’t recommend him highly enough.’
‘Thank you Andy for the tremendous work carried out for us as newcomers to the United Kingdom. Your time, patience, and professionalism all made it seem easy and we feel very confident and comfortable working with your company.’
‘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 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.