KLO Financial Services Ltd
KLO Financial Services Ltd is a financial services company based in Warwick, England. They specialize in providing financial planning services to their clients. With a team of experienced financial planners, KLO Financial Services Ltd is committed to helping their clients achieve their financial goals. They offer a range of financial services to meet the needs of their clients.
Introduction to KLO Financial Services Ltd
KLO Financial Services Ltd is a financial planning company based in Warwick, England. Founded in 2010, KLO Financial Services Ltd has since been dedicated to providing expert financial advice and services to their clients. What makes this company unique is their commitment to creating personalized financial solutions based on each client's individual needs and goals.Services & Products
KLO Financial Services Ltd offers a wide range of financial planning services including retirement planning, investment management, tax planning, and insurance planning. Customers can also buy financial products such as mutual funds, stocks, and bonds through the company.Location
KLO Financial Services Ltd is located at Pure Offices in the Tournament Fields area of Warwick. The area is known for its business park and is home to several other financial services companies. Customers can expect a professional and modern atmosphere when visiting KLO Financial Services Ltd. The closest public transportation options are Warwick Parkway Train Station (1.5 miles), Warwick Bus Station (2 miles), and Leamington Spa Train Station (3.5 miles).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 financial situation and goals before creating a customized plan. Additionally, KLO Financial Services Ltd prides themselves on their transparency and always puts their clients' best interests first.Good to Know
Customers should be aware that KLO Financial Services Ltd is a fee-based financial planning company. This means that they charge a fee for their services rather than earning commissions on financial products sold.Reviews
Customers rave about the personalized approach taken by KLO Financial Services Ltd. They appreciate the time and effort put into understanding their individual financial goals and the customized plans created to help them achieve those goals. Many customers also applaud the transparency and honesty of the company.Amenities
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free consultation -
online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
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credit counseling
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 insurance planning.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning, taking the time to understand each client's unique financial situation, goals, and risk tolerance. Based on this information, we create customized financial plans that are tailored to meet each client's specific needs.What are your fees and how are they structured?
Our fees vary depending on the services provided and the complexity of each client's financial situation. We typically charge a percentage of assets under management or an hourly rate for financial planning services. We are transparent about our fees and will provide a detailed breakdown to each client before any work is done.What professional qualifications do your financial planners have?
Our financial planners are highly qualified professionals with a range of certifications, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®). We are committed to ongoing education and professional development to ensure that we provide the highest quality financial planning services.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references and testimonials from satisfied clients. We are proud of the relationships that we have built with our clients and the positive feedback that we have received. Please contact us for more information.Reviews
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Ellen Douthwaite
26-05-2020
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Louise Panayides
I am delighted with the customer service provided by KLO Financial Services along with the support and guidance from my personal financial adviser. Very prompt to answer my many questions too!
26-05-2019
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Amir Chopra
KLO provided a great service, I would fully recommend their services.
26-05-2019
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Kelly Kent
Would Highly recommend KLO - Great service from start to finish
26-05-2019
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Steve G
Absolutely fantastic service. Really helpful and efficient from start to finish, would highly recommend.
26-05-2018
