Ross Lacey
Fairview Financial Management Ltd
Minimum savings/pensions: Over £100,000
Minimum mortgage: Any amount
0330 038 8938
Based in Rayleigh
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2019
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Ross has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
42
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 42 first impressions)
100% of users who are not yet clients had a positive first experience with Ross
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 42 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Ross has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
11
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
42
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 42 first impressions)
100% of users who are not yet clients had a positive first experience with Ross
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 42 first impressions)
I'm the Director of Fairview Financial Management Ltd; we specialise in working with people in or planning for retirement, business owners, high earners and those going through a major life event like divorce, bereavement, redundancy, change of career or the sale of a business. To get in touch or arrange a free initial consultation please visit our website www.fairviewifa.co.uk We help people across Essex find the right balance between living life to the full today whilst keeping a watchful eye on and planning for tomorrow. This is done through straight-talking, no-nonsense, independent financial advice, financial planning and wealth management. We're also a highly-rated, whole of market mortgage broker; with specialisms in helping first time buyers, self employed/company directors, and arranging high value mortgages. As a Chartered Financial Planner and Independent Financial Adviser (IFA) with over fifteen years' experience, I'm highly qualified and able to provide expert wealth management, financial planning and independent financial advice on a number of areas including; savings, investments, pensions, inheritance tax planning, mortgages and protection insurance eg life insurance, critical illness cover and income protection. I live in Rayleigh with my wife and our two young children. When not at soft-play or a kid's party, I have a wide mix of pastimes including eating out, visiting historic places, karting and attending as many car shows as I can. I focus on building a long term relationship and providing straight-talking financial advice tailored to you; combining old fashioned personal service with the latest technology and research. Fairview Financial Management is an Appointed Representative of 2plan wealth management Ltd. To get in touch or arrange a free initial consultation please visit our website www.fairviewifa.co.uk
Offers available through VouchedFor
Contact Ross through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ross's clients
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Clients' level of financial expertise
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Adviser Disclaimer
Fairview Financial Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Fairview Financial Management Ltd is entered on the FCA register (www.fca.org.uk) under no. 976151. Registered office: Suite 6, Burley House, 15 High Street, Rayleigh, Essex, SS6 7EW. Registered in England and Wales Number: 14057510.