Welcome to CLAASS Financial Planning
We help you to gain control of your finances through knowledge, understanding and great planning, so that you can feel confident about your future.
At Claass Financial Planning our goal is clear; it's to ensure you have the best possible financial future and make financial planning support available to everyone.
Need clarity on the health of your finances?
Financial Planning is needed whatever your lifestage.
It is never too early or too late to make a financial plan. A sound financial plan will turn your dreams into achievable goals and last your lifetime and beyond. It will be able to adapt and flex as you progress through each lifestage.
So where are you right now?
Find out exactly how financial planning can help you:
In this guide we explain the value of financial planning, why you need it, what you can expect, the costs and how to help yourself.
Download your FREE guide to Financial Planning
How we work with you
Our approach to financial planning is refreshingly different. We give you complete clarity, control and freedom to choose your future.
We take time getting to know you, listening to and understanding your needs, concerns and aspirations. Using our broad experience and a common sense approach we help you to make the most of your money and your future.
What our clients say about us
I wanted advice on my pension and being a person who glazes over whenever finances are talked about was quite nervous. I chose CLAASS due to the fact they were an all woman team… I hoped I would feel more comfortable. I was warmly greeted by Sara and her team and felt immediately at ease. During our meeting I was encouraged to ask questions to ensure I had full understanding of everything. I cannot thank everyone enough… for the first time I felt confident in the advice I received. Highly recommend.
Sara helped me decide what to do with my inheritance. There was no pushy sales spiel just helpful advice, so I could make an educated decision on my finances.
Having never used a financial adviser previously I was a little nervous about the whole process but I had no need to worry as Claire made everything really easy from start to finish. The whole team at Claass financial Planning have been an absolute pleasure to deal with from start to finish and I look forward to working with Claire and the team for many years to come.
I have really enjoyed working with Sara, she has taken time to really understand my concerns. I am known to be a nightmare with financial matters and Sara was so lovely to talk to. She makes sure you understand and explains everything very clearly. I feel comfortable working with an adviser I feel I can trust.
I came to see Sarah with a mass of paperwork and various plans. She has helped me understand the plans which I had and has now made them clear and simple, so I now know my financial position and I am very happy.
I approached Claire to help me with what levels of protection I needed to cover myself and look after my family. She really got to know and understand not just my financial but also my family situation. She made the whole process really painless and straightforward to go through and was always on hand to clarify any questions I had. I would highly recommend Claire and the team at Claass.
I cannot thank Sara enough for her advice and guidance. I have several pensions and I had no idea of their worth or when I would start drawing from them. Sara took the strain away and sorted it all out for me. I am delighted with the professional service and clear explanation of how each of the pension plans work. I would highly recommend this company.
Mrs J Gillon
Thank you to Sara Walker for all the advice and help she gave regarding planning and investing for my retirement. I found Sara to be professional and efficient but at the same time pleasant and accessible. I have every confidence that my finances are in good hands.
Mrs L Callegari
WITH CLAASS FINANCIAL PLANNING, YOU WILL
Have clarity and understanding on all your financial matters.
Be encouraged to take a proactive approach to your finances and financial future.
Have a choice. We will always give you a choice of how you work with us and this can change and adapt with you over time when needed.
Be prepared for your future, your retirement and your legacy.
Have confidence knowing you have a plan in place and that your money is in the right place at the right time.
Be in control, no more sleepless nights, we will always put your needs and interests first.