KLO FINANCIAL SERVICES
United Kingdom
Service Provider
We offer effective solutions for all aspects of financial planning. 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. We ensure we deliver a professional and personal service to clients from the first meeting, through to our regular ongoing review programme. By allocating every client to an individual office-based Client Manager, we foster and deliver a highly personal service that we are justifiably proud of. We choose to remain independent because we believe that it is important that we are not restricted in any way when we recommend a product or fund. We help you to fully understand all investment products and the scenarios in which they may be relevant to you or your company, along with both their advantages and disadvantages. Our dynamic approach to managing our clients’ money is driven by our desire to provide comprehensive, coherent investment plans that remain flexible and adaptable. Circumstances change and our advice, backed by our state of the art systems and portfolio diversification, can respond quickly and effectively to meet those changes. Our investment process is backed by portfolio diversification, meaning following changes in the stock market, investment diversification can provide a safety net to ensure that the value of a portfolio remains.
Website
Service Provider
Unit 4.07 Soho Works, The Tea Building, 56 Shoreditch High Street
E1 6JJ London - United Kingdom
Company info
Key figures
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- Company headcount
- 11 – 50
Organisation
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- Main activity
- Service Provider
Activities of KLO FINANCIAL SERVICES
- Outsourcing of financial services and administration
- Independent Financial Advisors
- Financial Planning
- Mortgage Services
- Insurance
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