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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.

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.

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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.