KLO Financial Services

Independent Financial Adviser  Grosvenor House, Birmingham, B3 1RB
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FCA authorised
Last authorised 15th August 2022
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
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Critical illness
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Income protection insurance
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Life insurance
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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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Commercial mortgages
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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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Stockbroking services
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Long term care
Meet our advisers
MR Matt Booton
Independent Financial Adviser
MISS Eleanor Jordan
Financial Advisor
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, have in excess of 10 and 30 years experience 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-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 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.

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

Grosvenor House, 11 St Pauls Square, Birmingham, DY10 3PT

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