Financial Planning With A Purpose

Our independent financial adviser team work alongside our dedicated client managers to provide client-focused advice in all aspects of financial planning.

Aided by in-house investment analysis, portfolio diversification and construction, our local financial adviser team provide tailored solutions, ongoing investment management and investment diversification to assist our clients to achieve their financial objectives.

Clients have a range of objectives which reflect their ever-changing financial needs throughout their lifetime. Our professional service ensures that we can assist clients in prioritising and achieving these objectives. We do this by offering:

  • Independent advice: we are not restricted in respect of the providers and products we recommend, and deliver solutions from the whole of the market
  • Experience: our team has over 90 years’ experience in delivering advice to clients in personal financial planning
  • Time: we tailor our advice to you, taking the time to understand your financial circumstances
  • Integrity: our focus on continued service to our clients is essential for fostering trusted and long-standing professional relationships
  • Management: our investment process is centred on portfolio construction and continuous fund analysis

If you are looking for a financial adviser, Birmingham and Warwickshire based independent financial advisers at KLO are on hand to assist if you have any questions, no matter how big or small. Our team are on hand to assist.

If you decide that you want to discuss your finances with us in person, the first meeting is always at no cost to you and with no obligation. Talk to a local financial adviser today and see how we can help you.

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Our Services

Personal Financial Planning

Bespoke Investment Management

Inheritance Tax Planning

Retirement Planning


Corporate Benefits

Life Insurance

Mortgage Services

Latest News

Retirement Planning: Do it Yourself or Pay for a Financial Adviser?

Due to the pension freedom reforms introduced in 2015, more people in the UK can choose when and how they use their pension pot after the age of 55. Now, responsibility for retirement planning has been pushed away from former employers and onto employees themselves.

Read more