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.
You will have complete confidence and clarity in your financial future regardless of your current life-stage.
9a Funtley Court, Funtley Hill, Fareham, Hampshire, PO16 7UY
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