CLAASS Financial Planning

Independent Financial Adviser  9a Funtley Court, Fareham, Hampshire, PO16 7UY
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FCA authorised
Last authorised 17th February 2020
Take Control, Choose Your Future
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Sara Walker
Financial Adviser
Sarah Keeble
Financial Adviser
Claire Adams
Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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