Once upon a time there were three independent financial advisers.........
Claass Financial Planning was established by Sara Walker, Claire Adams and Sarah Keeble, three experienced Independent Financial Advisers who were driven by the idea to do things a little differently.
We aim to breakdown the usual barriers to financial advice by offering you a choice of services to suit your needs and circumstances. We are clear and transparent about our fees and wherever possible we remove unnecessary financial jargon from our communications with you. 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.
With combined financial services experience of over 65 years (including retirement planning, pensions, wealth management, savings, investments, inheritance tax planning, family and business protection), our Financial Advisers will ensure that your financial affairs are in the best possible shape. This ensures we focus our services and bespoke advice on providing you with clarity and control, empowering you and your family to feel confident about your financial future.
Meet Our Team
Sara has worked in financial services for 30 years. Sara started off her career with a major insurance company, progressing to working within the independent financial advice sector early on in her career. Before her children, Sara worked as a Financial Adviser specialising in retirement income and subsequently as a compliance consultant, paraplanner and manager of IFA firms. Sara strives to break down the complexities of financial planning, making it relevant to her clients and less overwhelming.
Sara is passionate about people and the rights of each individual. She believes that financial planning should be accessible to all and that it’s only when people are better informed and supported, that they have the tools necessary to make better choices throughout their life.
Sara revels in her busy family life. She is a proud member of Bishop’s Waltham Rotary Club and actively helps in the community events and fund raising they are a part of. Keeping the family’s crazy springer spaniel Ronnie entertained is always a pleasure. Ronnie is also an active member of CLAASS Financial Planning!
Sarah started working in financial services in 2001. She quickly developed a keen interest to be able to help people further and studied for her professional exams which lead to senior support roles with IFA businesses. Sarah progressed to senior paraplanner roles and has now taken the next step to advising clients of her own.
Sarah feels strongly that financial planning has long been over complicated by complex expensive products and funds. She feels that a fresh approach is needed to encourage people to seek the help and clarity they need.
Sarah loves her busy family life and is a keen member of Campaign for Real Ale (CAMRA). She enjoys travelling with her husband and son and taking their caravan around the UK and Europe. Sarah believes there should be more kindness in the world.
Claire started her career as a mortgage and protection adviser. From here she progressed to management and training roles with a leading insurer, before moving into the pension and investment side of financial services as a support to Independent Financial Advisers. During this time Claire gained a huge amount of valuable and practical experience of the financial services sector. Today she uses her knowledge and expertise to help people achieve their financial goals.
Claire is keen to help and educate people regarding their finances and the need for financial planning.
Claire is a busy Mum supporting her daughters with their passion for sport and ice skating. Claire likes keeping fit and is a regular member of her local gym.
Laura has always had a passion for photography and started her career as a photographer for Venture and P&O Cruises progressing to managing a Venture Studio. Laura developed a passion for working with people and excelled in customer service. Realising that photography would always be a part of her life, but not necessarily a career, she moved into financial services 3 years ago. During this time Laura gained her first financial services qualification and thoroughly enjoyed building relationships with clients.
Laura believes that everyone deserves the very best customer service.
Laura enjoys travelling and spending time with her friends and family. She is currently saving up to buy her first home and is working hard towards her career. Laura is looking forward to the future and is our number one Christmas queen.
Ronnie is the ever-popular furry member of Claass. He belongs to Sara and is very much part of the team. When in the office he regular checks the waste bins for us and keeps our feet warm under the desks. He is always excited to see visitors.
Ronnie provides a good calming influence and encourages us to take breaks, go outside in the fresh air and play ball
Ronnie absolutely loves the regular trips to the family caravan where he can run free on the beach. Back at home, the woods and going mas in any water are his favourite thing! Oh and balls – one is never enough.
What our clients say about us
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.