KLO Financial Services

Independent Financial Adviser  Lime Ave, Duffield, DE56 4DX
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FCA authorised
Last authorised 14th June 2021
We have built our approach on the foundation of taking the time to listen to you in order to provide bespoke, personal financial management solutions.
We can advise you on
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Wealth management
Meet our advisers
Mr Stephen Poutney
Financial Planner
About us

Our extensive experience in advising individual and corporate clients, as well as charitable trusts and professional trustees, allows us to deliver effective solutions for an array of client objectives. Our independent financial advisers will listen, evaluate and offer financial management advice, depending on your needs and requirements.

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 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.

Our services

Integrity
Our focus on continued service to our clients is essential for fostering trusted and long-standing professional relationships


Quality
We are driven by a desire to provide our clients with the best. This means maintaining a quality service in every interaction.


Tailored advice
We continually analyse the marketplace to ensure the delivery of only the highest-quality, most suitable product and service options across the whole of market

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Lime Ave, Duffield, DE56 4DX

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