KLO Financial Services

Independent Financial Adviser  Grosvenor House, Newcastle, Staffordshire, ST5 2GQ
First meeting at adviser's own cost
At KLO we provide friendly advice, that is right for you, and aim to build long term relationships.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Matthew Parr BA (Hons) Chartered FCSI
Independent Financial Adviser

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

John Glavey
Director of KLO Financial Services
Andrew Green
Director of KLO Financial Services

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

What our clients say
I have been a client of Matthew Parr for many years now. Despite the volatility in global markets, with great attention to my requirements, I have been delighted with my portfolio's performance. Matthew has always excelled in the thorough service he has given me.
Mrs Z Cope, Leek
John Glavey has successfully managed my pension and investments for more than 20 years. Despite turbulent financial times I have been extremely pleased with the performance I have received and the service that John has given me.
Mrs A Rowse, Oxfordshire
We have been thoroughly impressed by the detailed advice KLO has given One Resource Virtual Assistants to enable us to set up workplace pensions for both the directors and employees of the company . With KLO's help we feel we have been able to make informed cost effective choices that match our aims and goals.
Mrs S Colligan, Oxfordshire
Thank you for the tremendous work carried out for us as newcomers to the United Kingdom. Your time, patience and professionalism all made it seem so easy and we feel very confident and comfortable working with your company.
C Arribehaute, Oxfordshire
About us

KLO have a depth of experience in all aspects of financial planning and offer a highly personal and professional service to all our clients across the UK.
Matthew Parr is our representative in North Staffordshire and South Cheshire, currently living in Newcastle under Lyme. Matthew has 20 years experience in the financial sector.
The team of 9 Advisers, at KLO Financial Services have considerable experience in providing financial advice and servicing client's investment, pension and insurance plans.
Along with our designated client managers and paraplanners we can deliver a comprehensive, thorough and personal service.
Our first meeting is always at no cost to yourself, and without obligation, so you can decide for yourselves.

Our services

KLO believe that what makes us stand out from the crowd is our client focused 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 personal financial circumstances our advice is tailored to ensure you receive a bespoke solution that matches your requirements.
We are not restricted in the providers, products and plans that we recommend meaning that you benefit from advice drawn from the whole of the market.

Where to find us
Head office address: Grosvenor House, 11 St Paul's Square, Birmingham, B3 1RB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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