Corporate Planning Solutions

Workplace Financial Education

We are passionate about workplace 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 workplace financial edutcation 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

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.

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.’


Worcestershire