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 2026
Verified since: October, 2019
5 out of 5

222 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 14 May 2026

    Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 40

    Recent Client Reviews

    Verified reviews: 100%

    Ross has received 40 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 March 2026

    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

    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 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

  • 43

    Positive 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 43 first impressions)

About

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