Early Financial Planning

So, you want to start saving?

Why? What has prompted you to think about taking action?

Saving for a big event such as a:

  • Claass FP

    Wedding/Honeymoon

  • Claass FP

    First Home

  • Claass FP

    Second Home

  • Claass FP

    Car

  • Claass FP

    Children

  • Retirement

Early Financial Planning
The list is endless and will be personal to you.

If you are new to saving or have done little in preparing for your future, you may not know where to start. You may think you cannot afford to save, but can you afford not to?

We can help you understand what’s important and how to balance your immediate financial needs with your longer-term financial priorities.

The earlier you get into the savings habit the better and we’ll show you how.

Learn how small changes can have a big impact on your future. Commit to your future now and your family’s future too.

Our COMMITMENT service could be just right for you.  This is affordable financial guidance service to help you get started on your savings journey.

Early Financial Planning

Take control of your future, talk to us and get the clarity you need. We understand that life is busy with many demands on your time as well as money, but not addressing this now could be hugely detrimental to you in the future.

Find out how our services can help you

SERVICES

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.
    C Grayston

  • Sara was able to explain pensions to me in a way that I could understand without being patronising, giving me clear options and enabling me to make informed decisions.  She even sorted through the mountain of paperwork that I had accumulated throughout the years from my pension providers and left me with just what was essential, reducing the file by about two-thirds!  It made a refreshing change to be able to talk to someone within the financial services sector who I felt really did have my best interests at heart, personalising her service to my requirements and budget.
    Tracy