CLAASS Financial Planning

Independent Financial Adviser 9a Funtley Court, Funtley Hill, Fareham, Hampshire, PO16 7UY
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Take Control, Choose Your Future
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Group protection
    • Long term care
Meet our advisers
Claire Adams
Financial Adviser
Sarah Keeble
Financial Adviser
Sara Walker
Financial Adviser
Where to find us

9a Funtley Court, Funtley Hill, Fareham, Hampshire, PO16 7UY

Make an enquiry
About us

Claass Financial Planning is a financial advice firm established by an experienced team, Sara Walker, Claire Adams and Sarah Keeble who are driven by the idea to do things a little differently. We aim to breakdown the usual barriers to financial advice by offering people a choice of services to suit their needs and circumstances.

With a combined experience of over 65 years in financial services (including pensions, retirement planning, savings, investments, inheritance tax planning, family and business protection), we will ensure that your financial affairs are in the best possible shape.

Through our services and bespoke advice, we will provide you with clarity and control, empowering you and your family to feel confident about your financial future.

It’s important to give you the highest level of service and meet your specific needs. We want to get to know you. Your best interests are at the heart of everything we do.

Our services

You will have complete confidence and clarity in your financial future regardless of your current life-stage.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

CLAASS Financial Planning is a trading style of Better Retirement Group Ltd which is authorised and regulated by the Financial Conduct Authority, FCA number 153420.

Better Retirement Group Ltd is registered in England & Wales No: 02688895. Registered address: Leeds Innovation Centre, 103 Clarendon Road, Leeds LS2 9DF

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