Ross Lacey

Ross Lacey

Fairview Financial Management Ltd

Ross's reviews

Reviewed for

Insurance and Protection ( 51 )

Mortgages ( 72 )

Pensions ( 58 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 23 )

Investments and Savings ( 61 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 19 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 28 )

Financial Mentoring ( 5 )

Financial Coaching ( 5 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 7 )

£100k - £200k ( 12 )

£50k - 100k ( 8 )

Up to £50k ( 19 )

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

Review

by a verified client in Essex

10 days ago

Overall

Advice

Service

Value

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

Initially I was looking for advice on ways to finishing my mortgage early.

How has Ross Lacey helped you?

Ross went in detail about various options on how to use my savings and overpaying on my mortgage to enable me to complete early on my mortgage.

Have you seen the outcome you were hoping for?

Yes Ross explained the best way forward without any pressure at all and gave me all the time I needed to decide on which path to take .

What could they have done better?

In my opinion absolutely nothing. Just a very nice group of people to deal with and personally couldn't rate highly enough.

Review

by a verified client in Essex

17 days ago

Overall

Advice

Service

Value

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

After a divorce settlement.

How has Ross Lacey helped you?

A big thank you to Ross and Chris for their support and guidance with my financial investments. After a difficult personal time, their advice gave me clarity and confidence. They’ve handled everything with care and professionalism, and I’m already seeing the benefits. Grateful to be on this journey with their support.

Have you seen the outcome you were hoping for?

Yes and I am already seeing the benefits and feel Secure and satisfied in my decision.

What could they have done better?

None

Review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

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

We were planning to start looking for a home and needed mortgage advice

How has Ross Lacey helped you?

Guided us through the steps and was very informative from start to finish. Answered all our queries patiently and provided great support overall.

Have you seen the outcome you were hoping for?

Yes, we completed the purchase of our home within the timeframe we wanted.

What could they have done better?

Nothing.

Review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

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

We were first-time buyers looking for a flat in London. Ross was recommended by a family member.

How has Ross Lacey helped you?

Ross was very informative and had carefully explained our options based on our financial position. He was very proactive and handled most of the mortgage application process for us. As first-time buyers, we were very grateful he made the process less stressful.

Have you seen the outcome you were hoping for?

Yes! :)

What could they have done better?

Nothing, he was excellent throughout the whole process.

Review

by a verified client in Essex

4 months 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