Eleanor Jordan, KLO Financial Services

KLO Financial Services Financial Planner
KLO Financial Services
Grosvenor House
11, St.Pauls Square
Birmingham
B13 1RB

Business Description

We believe that what makes us stand out from the crowd is our client-focussed approach to everything we do. 

Your personal financial circumstances are private and unique to you and therefore the person you come to for advice should be someone you trust. 

By fully understanding your financial circumstances we tailor our advice to ensure that you receive a bespoke solution that matches your requirements.

We are not restricted in the providers, products and plans that we recommend, meaning you benefit from advice drawn from the whole of the market.

My Recommendations

Over the last couple of Months Eleanor has helped me to switch one of my two pensions which was not performing anywhere near as well as it should be. The clarity and ambiguous understanding & explanation of details Eleanor & KLO gave is invaluable. With Eleanor's friendly, help, knowledge, & advice I have been able to set up a new pension which i have no doubt will begin to perform a lot better. I hope to work with Eleanor & Klo Financial services further in the near future regarding my finances & investments. I more than recommend Eleanor & KLO..Thanks Eleanor.

from Nicola Graham

Accreditations & Qualifications

Diploma in Financial Advice (DipFA)

Certificate in Mortgage Advice and Practice (CeMAP)

Member of the Association of Accounting Technicians (MAAT)