Congratulations to Zoe on reaching an incredible 7-year #milestone with KLO Financial Services! 👏 Her commitment, knowledge, and client-first approach continue to make a real impact across the team. Here’s to the next chapter of your KLO journey! #ClientManagement

A big shoutout to Alison as she celebrates 4 years as part of the KLO team! Her dedication and expertise have been invaluable to both clients and colleagues alike. Thanks for everything you bring to the team - we look forward to many more successful years together. 👏

What does the "One Big Beautiful Bill" mean for markets, debt, and investors? Our #InvestmentAnalyst, Massimo, breaks down the latest US fiscal developments and their impact on global confidence, bond yields, and equity markets. Read the full blog: klofinancialservices.com/news/one-big-b…

Personal #financialplanning isn’t just about money - it’s about peace of mind. ✅ Stay on top of #income & expenses ✅ Prepare for major life goals ✅ Build long-term security Get personalised advice from our experts at [email protected]

What impact does conflict in the Middle East have on global markets? Our Investment Analyst, Massimo Vanni, explores the recent Iran–Israel tensions and why diversification remains crucial during times of geopolitical uncertainty. Read the full blog: bit.ly/3Gkxjft

📢 Are you prepared for the next Payment on Account deadline? These payments help spread the cost of your #tax by breaking it into two instalments throughout the tear. Unsure how to plan for it? Get in touch with our expert team at [email protected]

Congratulations to our #InvestmentAnalyst Massimo on 8 years with KLO! Massimo plays a key role in helping our clients make informed #investment decisions and keep up to date with changing markets. Thank you for your dedication and expertise throughout the years!

Inheritance tax planning is key to protecting your legacy and ensuring your loved ones receive as much of your estate as possible. Planning ahead means that you can minimise any #tax liability, and, in many cases, eradicate it completely. Discover more: bit.ly/3T4URsx

New research reveals what it takes to live comfortably in #retirement. The findings highlight the importance of planning ahead, especially with rising costs and growing numbers of people falling short on their retirement #savings. Read more: klofinancialservices.com/news/preparing…