Ross Lacey

Ross Lacey

Fairview Financial Management Ltd

Minimum savings/pensions: Over £250,000

Minimum mortgage: Any amount

0330 038 8938
Based in Rayleigh
View location

Top Rated 2025
Verified since: October, 2019

5 out of 5

179 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 March 2025

  • 17

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 06 March 2025

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

  • Transparent Fees

    Ross has provided information on their typical fees

  • 42

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ross

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 March 2025

  • 17

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 06 March 2025

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

  • Transparent Fees

    Ross has provided information on their typical fees

  • 42

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ross

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

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Mortgage value

£0-100K£100-250K£250-500K£500-750K£750K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Reviews of Ross

Are you a client of Ross? Write your own review
Review

by a verified client in Essex

20 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was advised to take advice and therefore sought their services

How has Ross Lacey helped you?

Ross listened to what I intended to do, needed to do and advised accordingly. Throughout our initial meeting I felt at ease and that he was the answer I'd been hoping for

Have you seen the outcome you were hoping for?

Absolutely, everything he advised turned out exactly as he said

What could they have done better?

Quite honestly, nothing could've been done better. From the initial handshake and offer of refreshment, advice and honest assessment of my situation, to the overall outcome. Nothing could've been done better

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We were having to remortgage and needed help in finding the right mortgage for us

How has Ross Lacey helped you?

Ross was extremely helpful and informative and found us the exact mortgage we wanted, and in a short space of time.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Nothing at all, Ross was a extremely efficient.

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking to understand if and how I should consolidate my pensions in order to make payments more manageable.

How has Ross Lacey helped you?

Ross is very generous and open with his advice, always using clear and precise language. He is also very patient with questions and any info collation, which helps to ensure the best outcome in the short and long term.

Have you seen the outcome you were hoping for?

N/a

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I got a new job and thought that it was a good time to speak to a financial advisor. Got introduced to Ross by a friend

How has Ross Lacey helped you?

With a young family and time being at a premium, I wanted to make sure we were doing the right things. We now have a road map for the future and I feel more relaxed knowing our money is working hard for us

Have you seen the outcome you were hoping for?

The advice we've had is excellent. Would highly recommend Ross and Fairview, and have already!

Review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We've worked with Ross at Fairview for a few years now. It was originally a chat about an old pension that led to a much bigger conversation about retirement.

How has Ross Lacey helped you?

Little did we know that a few years on from our initial conversation, we'd be close to retiring and already have reduced the days at work. It's a bit cliche but it has actually been life changing for us!

Have you seen the outcome you were hoping for?

Absolutely yes!

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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.