About KLO Financial Services

Based near Truro, Cornwall, we offer fully Independent Financial Advice for our client's financial needs. We offer a free no obligation consultation process. Our advice is then bespoke & tailored for every & every client personal requirements.
Our extensive experience in advising individual and corporate clients, as well as charitable trusts and professional trustees, allows us to deliver effective solutions for an array of client objectives. Our independent financial advisers will listen, evaluate and offer financial management advice, depending on your needs and requirements.Our focus is solely on you and your needs, allowing us to operate in a manner that means we are always maintaining our integrity as independent advisers to achieve the best outcome for our clients.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection

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