Apply Personal Values

Why Ethical Investing?

As financial advisers, we understand our responsibility to offer financial solutions that are ethical, sustainable and socially responsible.

Ethical investing is the investment strategy in which you apply your values to your portfolios. Your strategy is will be developed with the help and advice of one of our specialist financial advisers. Our advisers have many years of experience in ethical investments.

This means we have access to an abundance of products and investments that not only suit your financial goals but are also in line with your morals and principles.

Over the last few years, the processes involved with ethical investments have evolved considerably. With this, our approach to analysing investment opportunities that are socially responsible and consider environmental, social and governance opportunities have evolved too.

Ethical Funds

Ethical funds will not invest in companies or industries that don’t meet their moral criteria. This may be companies that cause damage to the environment or are weapons manufacturers.

There is often the misconception that ethical funds which incorporate environmental, Socially Responsible Investment (SRI) and Environmental Social Governance (ESG) characteristics will perform worse than those without such fund restrictions. This is simply not true.

At KLO Financial Services, we believe that these issues in investments make financial sense. Numerous studies find a link between a company-level ESG performance and their financial performance in particular. There is also evidence which shows that taking ethical investing into account, you can be protected from some risk.

In fact, investing in companies which consider the impact of their stakeholders may improve long-term performance as their products may command a premium in the market and so they are less likely to be sued. Their employees are also likely to be much happier and therefore more productive.

Ethical investments are an important part of investing in helping to change corporate attitudes. With KLO Financial Services, we aim to help you consider the impact of your investment decisions and to return a profit while educating and influencing corporate behaviour.

At KLO Financial Services, our investment solutions are tailored to your unique financial situation. We take the time to understand why you are investing and how much you are looking to invest. We are here to guide you with the best choice and help you manage your investment portfolios.

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.

What Our Clients Say

People Love KLO Financial Services

‘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’


Oxfordshire

‘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.’


Birmingham

‘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.’


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.’


Worcestershire