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Financial Planners

KLO Financial Services Ltd - London

KLO Financial Services Ltd is a financial services company located in London, England. They specialize in providing financial planning services to their clients. With a team of experienced financial planners, KLO Financial Services Ltd is dedicated to helping individuals and businesses achieve their financial goals.

Introduction to KLO Financial Services Ltd London

KLO Financial Services Ltd is a London-based financial services provider that aims to help individuals and businesses achieve their financial goals. Established in 2005, the company has been providing expert financial planning services to clients for over 15 years. KLO Financial Services Ltd prides itself on its ability to provide tailored financial solutions to each client, ensuring that their unique needs are met. What sets this company apart from others in the industry is their commitment to providing personalized services that are designed to help clients achieve their financial objectives.

Services & products

KLO Financial Services Ltd offers a range of financial planning services, including investment planning, retirement planning, estate planning, and tax planning. Additionally, the company provides advice on pensions, mortgages, insurance, and investments. KLO Financial Services Ltd also offers bespoke financial planning services for businesses, including corporate financial planning, employee benefits, and business protection.

Location

KLO Financial Services Ltd is located in Soho Works in the heart of Shoreditch, London. Shoreditch is a vibrant area that is known for its creative energy and diverse community. The area is home to many businesses, particularly in the tech and creative industries. Customers can expect to find trendy cafes, restaurants, and bars in the area. The closest public transportation options to KLO Financial Services Ltd are Shoreditch High Street Overground Station, Liverpool Street Station, and Old Street Station, all of which are within a 10-minute walk of the company's location.

Benefits

Customers should choose KLO Financial Services Ltd because of their personalized approach to financial planning. The company takes the time to understand each client's unique needs and goals and provides tailored financial solutions to help them achieve their objectives. KLO Financial Services Ltd also has a team of experienced financial planners who are experts in their field and have a proven track record of success.

Good to know

Customers should be aware that KLO Financial Services Ltd is a fee-based financial planning firm. This means that the company charges a fee for their services rather than receiving commissions for selling financial products. This ensures that clients receive unbiased advice that is in their best interest.

Reviews

Customers have praised KLO Financial Services Ltd for their professionalism, expertise, and personalized approach to financial planning. Clients have reported that the company's financial planners are knowledgeable and have helped them achieve their financial goals. Additionally, customers have appreciated the company's transparent fee structure and unbiased advice.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and risk management.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning, and work closely with each client to understand their unique financial situation, goals, and risk tolerance. Based on this information, we create a customized financial plan that is tailored to their specific needs and objectives.

What are your fees and how are they structured?

Our fees vary depending on the specific services that are required, and how much time and effort is needed to create a customized financial plan. We typically charge a flat fee for financial planning services, and also offer asset management services for a percentage of assets under management.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified professionals, with a minimum of a bachelor's degree in finance or a related field. Additionally, many of our planners have advanced degrees, such as a master's degree or a Certified Financial Planner (CFP) designation.

Can you provide references or testimonials from satisfied clients?

Yes, we would be happy to provide references and testimonials from our satisfied clients. Please contact us directly to request this information.