Corporate Planning Solutions

Group Risk Consultancy

We are an independent business with access to the full market for Group Risk arrangements. We work with our clients to understand their company and its needs and will tailor a benefits package to meet these requirements.

We will provide the scheme design, its implementation, manage the annual renewal process and any claims that may arise. This on-going work will be complemented with periodic market reviews to ensure premiums remain competitive.

We consult on the following products:

Why is Corporate Planning Important?

Group life, critical illness and income protection products are vital benefits that provide financial protection to employees and their families should they fall ill or die unexpectedly.

We will provide the scheme design, its implementation, manage the annual renewal process and any claims that may arise. It is on-going work which will be complemented with periodic market reviews.  

We ensure we deliver a professional and personal service to clients from the first meeting, through to our regular ongoing governance programme. By allocating every client to an individual office-based Client Manager, we foster and deliver a highly personal service that we are justifiably proud of.

What Can KLO Corporate Services Help Me With?

Whatever you need, our experienced team can consult with you to understand the needs of your business and then recommend appropriate solutions from across the whole market.

When it comes to your business, there are many decisions you will have to make that can affect the future of not just you and your company, but the employees within your business too. With this in mind, KLO Corporate Services can offer advice and support in a number of areas which include:

  • Pension consultancy
  • Auto-enrolment compliance
  • Group risk consultancy
  • Advise to members about getting the most out of their pension

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.

Why KLO Corporate Services?

At KLO Corporate Services, we work with a wide range of businesses; sole traders, SME’s and small corporates from all different sectors. The one thing that our clients have in common is that they want to invest in their business and their people. We need to ensure we provide real value for this investment, whether it be for a one-off project or for our retained services.

  • Impartiality

    We are independent. We have no ties to any organisation and are remunerated solely by our clients for the services received. This will be clear and transparent at all times. We work with our clients to truly understand their needs and all advice provided will be with our clients’ interests at heart.

  • Expertise

    We are led by an experienced Chartered Financial Planner and a board of Directors. When it comes to pensions and benefits, we know what we are talking about and ensure it stays that way by having a real commitment to on-going learning and real personal development.

  • Partnerships

    Through working in partnership with our clients, we can share their values and goals. If we can establish this type of trust over time, we will be able to deliver truly tailored, high quality service that is value for money. Crucially for us, if we provide real value we will retain our clients.

Need Help?

Frequently Asked Questions

You do not need to cover all your employees – you can choose only some of your workforce if you so wish.

With KLO Corporate, we have full access to the market and will tailor a package to meet your requirements. From scheme design to reviewing your annual renewal process, we will support you in any way that you wish. We will consult on Group Life Assurance, Relevant Life Assurance, Group Income Protection and Group Critical Illness.

Yes, providing there has been no break in cover.

Over time, both your business’s and employees’ needs are likely to develop. By staying with the same insurance company for years and not looking into other providers, you may be missing out on the opportunity to save your business money and meet the needs of your employees.

Yes, but this will depend on the dates of your policy.

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.’