We Offer Effective Solutions For All Aspects Of Financial Management

Independent Advice Tailored to You

Professional Partnerships

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

Stay Informed With KLO

The Latest Happenings & Insights

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.

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.

‘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.’


Worcestershire

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.