At KLO Financial Services, our focus is solely on you and your needs, allowing us to operate in a manner that means we are always maintaining our integrity as independent financial advisers. We have core values and we take them very seriously; in everything that we do. Whether you are an employee, a client or a partner, we are committed to ensuring your best interests come first.
Whatever your needs, we offer bespoke services and form strong, longstanding relationships with our clients through retirement planning, inheritance tax planning advice, investment diversification, personal finance planning and ethical investing for our private clients. For cooperate clients we provide workplace pension consultancy, business protection, workplace financial education and more.
KLO Financial Services have offices in Warwick, Birmingham and Shoreditch in London. Due to our central locations, we can quickly and efficiently access the entirety of the UK and have clients from all over the country.