Welcoming Our Newest Team Members

As part of our growing team and continuous development, this week we’re delighted to welcome three new members of the KLO team to our Birmingham office.

Gary Bridge is joining the KLO team as Client Manager, and with over 15 years’ experience in the role, he will be providing dedicated daily support to all our clients.

Joe Young is the next addition to our team and is joining us as a Para-Planner. Joe is bringing his 2 years’ experience and a degree in Economics to assist the team with investment research and report writing to find the most suitable investment options for our clients.

Eleanor Jordan is joining the team as our newest Financial Planner. After having completed her diploma, Eleanor is embarking on her first advice role with KLO to provide a clear and comprehensive planning service for our clients.

We are all looking forward to working with Gary, Joe and Eleanor and continuing our growth as a company!

If you’re a motivated individual with excellent customer service skills, why not apply to join our dynamic and continually growing team of independent financial advisers and dedicated client managers? Take a look at our latest vacancies on our careers page.

You can also contact us at enquiries@klofinancialservices.com or by calling 01926 492406.