KLO are committed to developing growth through the selection of high calibre employees, and as such are delighted to announce the appointment of Terry Michael, who commences his career with KLO Financial Services this week, operating from our Birmingham city centre branch.
Terry joins us from Birmingham’s award-winning Investec Wealth & Investment, where his focus centred around the growth and maintenance of investment value spanning large institutions through to individuals who may have a pension, offshore bond, trust or ISA.
Before this, Terry spent seven years at Quilter Cheviot as an Investment Manager, constructing portfolios of assets on behalf of a diverse client base.
In addition, he also boasts experience in working with Financial Advisers and intermediaries to oversee and facilitate achievement of investment objectives.
“All my years working in the financial sector have led me to KLO Financial Services”, said Terry Michael, who as of 16th July has joined the team as an Independent Financial Planner. “I couldn’t be more excited for this new chapter”.
“Joining KLO, an expanding independent financial adviser firm with such a highly experienced team, will allow me to add true value to the service I offer to my clients and their financial circumstances.”
With a wide variety of skills and expert understanding of the financial sector, Terry Michael’s knowledge, coupled with our directors’ combined 40 years’ experience, positions KLO Financial Services as leaders in the industry.
2019 is proving to be an excellent year for growth, expansion and development.
For more information about getting in touch with a local financial adviser, please call us on 01926 492406 or email email@example.com.