We Offer Effective Solutions For All Aspects Of Financial Management

Independent Advice Tailored to You

Corporate Client

KLO Financial Services support employers and their staff through easy-to-use and transparent services, such as workplace pensions, workplace financial education and group risk insurance.

Professional Partnerships

Our team of experienced financial planners enable us to provide you with honest and knowledgeable financial advice.

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What Our Clients Say?

KLO Financial Services

I have a had a great experience using KLO, was able to set up a call easily and got some good advice. I spoke with Terry and he was good to talk to so I would recommend giving him a call if this is something you need any help with!

KLO Financial Services

I have dealt with Matt Booton for many years and always had an excellent service and very good relationship.

KLO Financial Services

James provides clear, honest, professional guidance everytime.

KLO Financial Services

I cannot recommend James highly enough. He is completely professional, very knowledgeable, and very pleasant and helpful always.

KLO Financial Services

Steve has been great throughout the process of life assurance and pension switch.

KLO Financial Services

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.

KLO Financial Services

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.

KLO Financial Services

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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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.