Corporate Planning Solutions

Workplace Financial Education

We are passionate about financial education.

We want your employees, and people generally for that matter, to get the best out of their finances.

There are many simple steps that can be taken to improve their financial health.

We would like to help you with this.

We can tailor interactive seminars to suit your business. They will promote your employee benefits and will account for the key needs of your people from when they join your business to when they retire and beyond.

These sessions can be provided as a one-off project or can be delivered as part of a structured retainer. As with all services the fee will be clear, transparent and a function of the time taken.

Why is Corporate Planning Important?

Employee financial wellbeing is important in the workplace as when your employees are comfortable with their finances and have peace of mind, they are far more likely to be engaged with their work, more productive and in a good place mentally.

A March 2017 report issued by The Financial Conduct Authority indicated that if your people are comfortable with their finances and have the peace of mind provided by the knowledge that they are managing their finances effectively they are far more likely to be engaged with their work, more productive and in a good place mentally. This is increasingly being referred to as ‘Financial Wellbeing’.

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

What Can KLO Corporate Services Help Me With?

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 key topics such as:

  • Leaving education
  • Student loan repayment
  • Saving for a home
  • Mortgages
  • Company benefits
    State benefits
  • Childcare/payment options
  • Protection
  • Auto-enrolment
  • Household budgets/management
  • Saving/investing
  • Retirement options
  • State pensions
  • Long term care

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.

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?

‘John Glavey has been our personal IFA for over 30 years. In addition, he acted for 40+ employees of companies of which Mr B was a Director. His advice and actions has made our retirement financially comfortable. Throughout those years his attitude has been relaxed but positive and we always had the feeling that he was maintaining his knowledge of trends and changing investments where appropriate. His up to the minute qualifications corroborate that.’


Oxfordshire