KLO Financial Services

Independent Financial Adviser  21 Pure Offices, Warwick, Warwickshire, CV34 6RG
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Stockbroking services
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR John Glavey
Director

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Dan Styles
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
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
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
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
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.

Where to find us
Head office address: 21 Pure Offices, Lake View House, Wilton Drive, Tournament Fields, Priory Road, Warwick, CV34 6RG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 20th September 2021

Similar advisers near you

Independent Financial Adviser 0.06 mi
Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
 
Independent Financial Adviser 0.12 mi
A highly experienced financial planner helping individuals and families achieve their retirement and financial goals.
 
Independent Financial Adviser 0.21 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 0.24 mi
If you are looking for impartial and independent advice, you have come to the right place. We are an established, independent company offering trust, reliability and a personal service tailored to the individual.