KLO Financial Services
Grosvenor House 11 St Paul's Square, B3 1RB
Birmingham, England
Business profile
KLO Financial Services provides local and independent financial advice that is tailored to you. Whatever your needs, we offer bespoke services and form strong, longstanding relationships with our private and corporate clients. We offer personal financial planning, inheritance tax planning, portfolio diversification, retirement planning, and ethical investment. The rail and motorway network allows easy access to our Birmingham office. This not only facilitates client visits and meetings but also management meetings, adviser training and relationship development. All of these activities strengthen our presence in Britain's second city. Birmingham has a thriving and expanding financial sector and we are proud to be part of it. Our Investment Analyst is based in our Birmingham office and is thus afforded easy access to meetings with the analysts and management teams of some of the world's largest wealth managers, many of whom have offices in Birmingham's financial sector.