KLO Financial Services

Independent Financial Adviser The Old Drill Hall, 2 Trinity Mews, Priory Road, Warwick, Warwickshire, CV34 4NA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Andrew Green
Managing Director
John Glavey
Director
Ellis Smith
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Dan Styles
Financial Planner
What our clients say
Thank you Andy for the tremendous work carried out for us as newcomers to the United Kingdom. Your time, patience, and professionalism all made it seem easy and we feel very confident and comfortable working with your company
C Arribehaute, Oxfordshire
We recently had some advice from Andy; he came to our home listened to what we wanted, didn't try and sell us anything else, found us what we were looking for and he didn't charge us for an appointment. Now, because he was so good, we're looking at arranging our mortgage with him. I can't recommend him highly enough.
L Stringer, Burntwood
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.
P Luff, Worcester
Where to find us

The Old Drill Hall, 2 Trinity Mews, Priory Road, Warwick, Warwickshire, CV34 4NA

Make an enquiry
About us

We have a raft of experience in all aspects of financial planning and offer a highly personal and professional service to all of our clients across the UK.

We have extensive experience in investing for personal and commercial purposes, Inheritance Tax planning and individual and corporate pension schemes and transfers.

The team at KLO Financial Services Ltd has in excess of 90 years’ experience in providing financial advice and servicing clients’ investment, pension and insurance plans.

Our qualified Advisers, Andrew Green and John Glavey, have in excess of 10 and 30 years experience respectively, in providing independent financial advice. Our in-house Investment Analyst provides our research and our designated Client Managers help deliver our comprehensive and personal service.

One of the team will be happy to assist you with any enquiry you may have and our first meeting is always at no cost to yourself and without obligation.

Our services

We believe that what makes us stand out from the crowd is our client-focussed approach to everything we do.

Your personal financial circumstances are private and unique to you and therefore the person you come to for advice should be someone you trust.

By fully understanding your financial circumstances we tailor our advice to ensure that you receive a bespoke solution that matches your requirements.

We are not restricted in the providers, products and plans that we recommend, meaning you benefit from advice drawn from the whole of the market.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

We are a directly authorised firm with external compliance checking, ensuring all of our advice is appropriate and in the best interest of our clients

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