KLO Talks

In the third episode of our KLO Talks podcast, Financial Adviser Terry Michael discusses the importance of income protection and the plans you can put in place to protect your family should anything untoward happen. Terry also highlights the importance of life insurance and critical illness cover and why it's vital to implement a policy sooner rather than later.

In the second episode of the KLO Talks podcast, Financial Advisor Terry Michael discusses how you can efficiently maximise your income with financial planning, emphasising the importance of structuring your assets in a tax logical manner to ensure you can afford to live well in retirement. Using a client case study, Terry also highlights how pensions can be used to regain your personal tax allowance. 

Terry will be hosting a webinar on Tuesday 23rd June at 11am, which expands on the theme of this podcast. If you’d like to find out more about how to efficiently maximise your income and how powerful pensions can be, click the link to register today: https://bit.ly/3dX2Mke.

Places are limited, so save your seat today to avoid disappointment.

In this first episode of KLO Talks the podcast, Financial Advisor Terry Michaels discusses his journey from a DNA Analyst to a Financial Planner at KLO Financial Services. In this Q&A style podcast with Peter Komolafe, Terry highlights how client experience is key, and how despite negative news stories surrounding COVID 19, investments are doing well.

If you would like to book a complimentary consultation with Terry please email [email protected]. 

Click here to connect with Terry via LinkedIn

KLO Financial Services

KLO Financial Services are a team of independent financial advisers and client managers, with offices in Warwick, Birmingham and London. KLO Financial Services combine an innovative, client-focused philosophy with all the strengths of a traditional personalised service, and pride themselves on their core values of integrity, quality and tailored advice.

If you are looking for financial advice get in touch with the KLO team today by visiting the website www.klofinancialservices.com or by calling the office on 0121 726 4720.

Get your copy of the KLO insights magazine here

Podcast produced by Clear Audio Podcasts