Ross's reviews
Reviewed for
Insurance and Protection ( 54 )
Mortgages ( 100 )
Pensions ( 82 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 88 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 25 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 48 )
Financial Mentoring ( 8 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 10 )
£100k - £200k ( 19 )
Up to £50k ( 27 )
£50k - 100k ( 13 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in West Sussex
13 days ago
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ross Lacey helped you since your last review?
My early retirement last year, which I never dreamed feasible at 55, was enabled by Ross and his team, through their knowledge, experience and care for my individual needs.
Repeat review
by a verified client in Essex
14 days ago
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ross Lacey helped you since your last review?
Ross is helping us through our remortgage process. As always, Ross is extremely helpful and approachable, and we appreciate how professional and diligent he is at everything he and his company do for us.
Review
by a verified client in Essex
19 days ago
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Value
What were the circumstances that caused you to initially look for an adviser?
I needed a mortgage.
How has Ross Lacey helped you?
Ross was amazing! A font of knowledge and nothing was too much effort. He would return my calls straight away. I can't thank Ross enough for all the help and advice he gave me at time when I thought the house of my dreams wouldn't become the reality I wished for.
Have you seen the outcome you were hoping for?
Oh, absolutely. I've never been happier, and thats thanks to Ross.
What could they have done better?
Absolutely nothing.
Repeat review
by a verified client in Essex
2 months ago
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Value
This review is a follow-up review from a client who left a review previously.
How has Ross Lacey helped you since your last review?
Ross continues to act as a trusted advisor, consistently going over and above in his service. Ross is incredibly responsive and adaptive to all the challenges I throw at him! Ross has become a key player in determining both my personal and business financial future and I trust him implicitly to deal with a wide range of requirements and my family's financial stability. I have recommended Ross to multiple friends and family, and would have no hesitation in continuing to do so.
Repeat review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ross Lacey helped you since your last review?
Ross is professional, experienced and friendly. I cannot speak highly enough of the financial advice and support he has given me and would have no hesitation in recommending him