KLO Financial Services

KLO Financial Services is an independent financial advisory firm that provides financial management solutions for individual and corporate clients. They focus on ethical investments and personal financial planning.
  • Workplace Pensions
  • Retirement Planning
  • Business Protection
  • Financial Education
  • Investment Philosophy
  • Responsible Investment
  • Inheritance Tax Planning
  • Personal Financial Planning
Size
Small
Phone
N/A
Website
klofinancialservices.com
Email
N/A
Locations
Pure Offices, Lake View House, Wilton Drive, Tournament Fields, CV34 6RG
01926492406
9:30 - 17:00
Tea Bldg, Unit 4.07 Soho Works, The, 56 Shoreditch High St, E1 6JJ
01926492406
9:30 - 17:00
Grosvenor House, 11 St Paul's Square, B3 1RB
01217264720
9:30 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Red Dot Group
Red Dot is a firm of independent financial advisers specialising in providing advice on mortgages, pensions, investments, insurance, and protection.
Company Details
KLO Financial Services is operated by Klo Financial Services Ltd and is a Active company incorporated on 30 September 2013 with the registered office located in Redditch, Worcestershire. Klo Financial Services Ltd was registered 11 years ago.
Status
Active
Size
Micro
Directors
3
Age
11 years old
Employees
10
Turnover
Unreported
Total Assets
£443.22K
Cash in Bank
£350.39K
Total Liabilities
-£180.47K
Mr James Edward Glavey
Director • Chartered Financial Planner • British • Lives in UK • Born in Mar 1980
Alistair Hayward-Wright
Director • Chartered Accountant • British • Lives in England • Born in Oct 1979
Mr Eleftherios Pantelis Michael
Director • Chartered Financial Planner • British • Lives in England • Born in Jun 1985
Mr John Edward Glavey
PSC • British • Lives in England • Born in Dec 1947
Mark Chris Panayides
PSC • British • Lives in UK • Born in May 1961
More information on Klo Financial Services Ltd
Teams
All
16
Finance
9
Management
5
Sales
3
Dan Styles
Director • Joined Apr 2022
Jenny Byrd
Client Manager • Joined Feb 2016
Alison Ray
Client Manager • Joined May 2021
Jo Barrett (Dippfs)
Operations Manager • Joined Feb 2021
John Glavey
Company Director • Joined Feb 2016
John Glavey
Company Director • Joined Feb 2016
John Glavey
Company Director
Kate Lowe
Business Development Manager • Joined Jun 2017
Terry Michael, Chartered Fcsi
Chartered Financial Advisor & Director • Joined Jul 2019
James Glavey
Director, Chartered Financial Planner • Joined Mar 2017
Terry Michael, Chartered Fcsi
Chartered Financial Advisor & Director • Joined Jul 2019
James Glavey
Director, Chartered Financial Planner • Joined Mar 2017
Massimo Vanni
Investment Analyst • Joined Jul 2017
Matt Booton
Financial Planner • Joined Apr 2018
Ellis Smith
Chartered Financial Planner • Joined Feb 2017
Rebecca Sinclair Dippfs
Paraplanner • Joined Jan 2020
David Jones
Financial Planner • Joined Jan 2021
Sarah Salt
Paraplanner • Joined Sep 2017
Dan Styles
Chartered Financial Planner • Joined Feb 2016
Dan Styles
Director • Joined Apr 2022
Jo Barrett (Dippfs)
Operations Co-ordinator • Joined Oct 2019
John Glavey
Company Director • Joined Feb 2016
John Glavey
Company Director • Joined Feb 2016
John Glavey
Company Director
Jenny Byrd
Client Manager • Joined Feb 2016
Alison Ray
Client Manager • Joined May 2021
Kate Lowe
Business Development Manager • Joined Jun 2017
View 16 members