Fairview Financial Management Ltd

At Fairview Financial Management, we believe that financial planning should be a journey, not a destination. We understand that every individual's financial goals and aspirations are unique, and it's our job to help you achieve them. Our team of experts, led by Chartered Financial Planner Ross Lacey, is dedicated to providing personalized financial advice and guidance to individuals and businesses in Essex and beyond.

Who We Work With

We work with a wide range of clients, including:

• Those planning for retirement or already retired
• Business owners seeking to grow their wealth
• High earners seeking to maximize their finances
• Individuals looking for mortgage or life insurance
• Anyone going through a major life event and wanting to ensure their financial security

Our Services

We offer a comprehensive range of financial services, including:

• Financial Planning and Wealth Management: We'll work with you to create a personalized financial plan, tailored to your goals and objectives.
• Mortgages and Protection: Our expert team will help you find the right mortgage product and protection strategy to secure your financial future.
• Life Insurance: We'll help you navigate the complex world of life insurance, ensuring you have the right coverage for yourself and your loved ones.

Why Choose Us

At Fairview Financial Management, we're different from traditional financial advisors. We believe in taking the time to understand your unique circumstances, listening to your concerns and goals, and providing personalized advice that's tailored to your needs. Our team is committed to delivering exceptional service, and we're dedicated to helping you achieve your financial aspirations.

Meet the Team

Our team of experts is led by Chartered Financial Planner Ross Lacey, who is backed by a knowledgeable and experienced support team. Meet the team:

• Ross Lacey - Director & Chartered Financial Planner
• Lydia Lacey - Administration Manager
• Kyrie Llewellyn - Mortgage Administrator
• Ethan Perry - Administrator
• Sasha Wakefield - Chartered Paraplanner

Get in Touch

Whether you're looking for financial planning and wealth management, mortgage advice, or life insurance, we're here to help. Contact us today to schedule a meeting and start achieving your financial goals.