Independent Financial Adviser & Advisors Warwick

Financial Planning With A Purpose

Our team of independent financial advisers and dedicated client managers provide client focused advice in all aspects of financial planning.

Aided by in-house investment analysis, portfolio diversification and construction, our local financial adviser team provide tailored solutions, ongoing investment management and investment diversification to assist our clients achieve their financial objectives.

Clients have a range of objectives which reflect their ever-changing financial needs throughout their lifetime. Our professional service ensures that we can assist clients in prioritising and achieving these objectives. We do this by offering:

Independent advice: we are not restricted in respect of the providers and products we recommend, and deliver solutions from the whole of the market
Experience: our team has over 90 years’ experience in delivering advice to clients in personal financial planning
Time: we tailor our advice to you, taking the time to understand your financial circumstances
Integrity: our focus on continued service to our clients is essential for fostering trusted and long standing professional relationships
Management: our investment process is centred on portfolio construction and continuous fund analysis

If you have any questions, no matter how big or small, our team are on hand to assist. If you decide that you want to discuss your finances with us in person, the first meeting is always at no cost to you and with no obligation. Talk to a local financial adviser today and see how we can help you.

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Our Services

Personal Financial Planning

Bespoke Investment Management

Inheritance Tax Planning

Independent Pension Advice

Overseas Pensions

Corporate Benefits

Life Insurance

Mortgage Services

Associated Experts

Latest News

Reducing IHT – Setting Up a Trust

As you may have heard, Inheritance Tax bills have been increasing in 2017, despite the introduction of the residence nil-rate band.

Many people choose to take advantage of gift allowances and other options to reduce the burden of inheritance tax on their family when they pass away. One of these options is to put cash, property or investments into a trust.

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‘Having worked for a high street Bank for 35 years, I was extremely cautious with regard to my choice of financial advisor. At the top of my list was a high level of personalised service, personal and professional integrity coupled with extensive industry knowledge. As such I am delighted to have chosen KLO and to be supported by such professionals as Ellis Smith, Hilary Erenler and Andrew Green.

Life changing financial decisions are not made lightly and my trust and advocacy is not easily won. Ellis, Hilary (Hils) and Andrew now have my complete confidence and I am delighted to recommend them to anyone seeking holistic financial advice in the short, medium and long terms.’

Mr A Mullaney, Birmingham

‘John Glavey has successfully managed my pensions and investments for more than 20 years. Despite turbulent financial times I have been extremely pleased with the performance I have received and the service that John has given me.’

Mrs A Rowse, Oxfordshire

‘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.’

Sir Peter Luff, Worcestershire

‘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.’

Mrs C Arribehaute, Oxfordshire

‘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.’

Mrs L Mahon, Burntwood

‘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.’

Mrs S Colligan, Oxfordshire

‘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.’

Mr S Pope, Oxfordshire

‘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.’

Mr Y Callebaut, Warwickshire

‘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’

Mr R and Mrs J Howlett, Oxfordshire

‘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.’

Mr J and Mrs S Burrell, Oxfordshire