Specialist Financial Advice for Professionals

Professional Partnerships

At KLO Financial Services, we understand the challenges that many professionals face and have the specialist knowledge and expertise to help you professionally in supporting your clients in achieving their financial ambitions. We work with many professionals and their clients across different industries including accountants, lawyers, business owners and company executives.

Jargon-Free, Unbiased Solutions

Keeping it Simple

We remain fully independent, ensuring that our financial advice is not restricted by our choice of products or funds. With no ties to any other companies and remunerated solely by our clients, we are always clear and transparent with our advice. We truly have you and your client’s interests at heart.

We understand as a professional, you will be very busy. Difficult situations do not need to be made more complicated by technical language. We, therefore, always use jargon-free language in order to make the process easier for both you and your clients.

Our Client's Priorities

Partnerships

We look to partner with like-minded professional firms to broaden their service offering and assist in retaining their key clients. We always respect boundaries.

Divorce

As a solicitor, you will be taking your clients through the important steps involved with your divorce. Some of these will require the assistance of a Financial Planner. This is to make sure you have all the financial information needed to achieve a successful financial outcome for your client. We understand that divorce is difficult. […]

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.