Plan your future with clarity and purpose
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.
Reviews (50)
Ryan Organ
Sep 29, 2024
Ross has been superb with his financial planning, coaching and advice. We have seen some fantastic returns from the investments made which has been really pleasing. Ross has always been really good at explaining what we are doing with the money and helping me to understand financial planning better, he is always on the end of the phone if I need any advice which is very comforting.
Jim Huxtable
Sep 14, 2024
I recently used fairveiw financial services. Ross is such a pleasant Guy and felt comfortable the fist time I met him he is very professional and knows his stuff he was always on time. And I felt relaxed when putting all the questions I needed answered I also recommended him to a friend who was also very satisfied with his service I will be using his company again and would definitely recommend fairveiw financial services again. Ross is a top bloke
James
Aug 17, 2024
Ross was absolutely wonderful throughout the entire property buying process, he was very knowledgeable and patient with us. Throughout the entire process, we felt like Ross was absolutely brilliant and so professional at securing the bits and pieces needed to secure our property. We would absolutely use Ross' services again in future, and definitely would recommend to friends and family who would like to pursue the same process as us, or if they need financial advice.
Stuart Medcraft
Jul 21, 2024
Stephen Fast
Jun 18, 2024
My Wife and I wanted guidance with our pension plans to ensure that we were going to do the right thing and maximise the benefits given our age, our needs in retirement and security of income long term. Ross provided extremely sound advice, which guided us along a path which we were sure would give us what we needed to see our retirement expectations develop to the best of our advantage.
We have now put our plan in motion and all is looking extremely well for the future. The advice and support provided was 1st class. Ross was an extremely good listener and considered everything we had issues and concerns about. The service was seamless, friendly and efficient. 10/10 from us.
We have now put our plan in motion and all is looking extremely well for the future. The advice and support provided was 1st class. Ross was an extremely good listener and considered everything we had issues and concerns about. The service was seamless, friendly and efficient. 10/10 from us.
Jo Brigden
Jun 13, 2024
James Brooks
Jun 05, 2024
Phillip Hadaway
May 27, 2024
Lauren
Feb 26, 2024
Ross advice, support and assistance with the sourcing of my and my partners mortgage was invaluable. As first time buyers with little knowledge of the process, Ross was on hand if we had any questions on the mortgage products or the other aspects of the house purchasing process. His advice to us was thorough and considered, and he was able to offer additional advice on my partners finances, ensuring that we both have the right level of cover in place that suited our needs and budget.
Natalie Fedden
Feb 24, 2024
My partner and I used Fairview Financial Management Ltd when buying our first home and couldn't have been happier with the service. We worked with Ross who was so helpful, kind and professional. As first time buyers we naturally had a lot of questions about the house buying process and Ross was really clear and patient in helping us to understand how everything would work.
He secured us the best possible mortgage rate for our circumstances in a difficult time for mortgages, and supported us throughout the entire home buying process. We would highly recommend Fairview Financial Management, a pleasure to deal with.
He secured us the best possible mortgage rate for our circumstances in a difficult time for mortgages, and supported us throughout the entire home buying process. We would highly recommend Fairview Financial Management, a pleasure to deal with.
Darien Lamb
Feb 18, 2024
Scott O'Connor
Feb 01, 2024
Niki Davies
Dec 31, 2023
Callum Ring
Dec 30, 2023
I have been seeking advice and guidance from Ross for approximately 3 years now on all financial activities, from starting my investing journey to buying my first house. Ross has always been incredibly helpful and assisted in any way he can - no request is ever too much trouble. I would highly recommend Ross, and Fairview Financial Management to anyone looking for Financial Advice or planning.
Lisa Day
Dec 29, 2023
Amanda Rhodes
Dec 29, 2023
I couldnt recommend Ross Lacey more he has helped guide us through the tricky world of pension amalgamation and investments. He really gets to know his clients and spends as much time as you need explaining your options and making recommendations that you are always comfortable with. He remembers the things you have shared with him and he genuinely wants to get the best financial outcomes for you. If you need a financial advisor you cant go wrong with Ross
Niamh B.
Nov 29, 2023
My husband and I approached Ross for help with planning for our future retirements. He was so patient and knowledgable on the subject and really took time to understand our situation and what we wanted. After our discussion, we decided to wait to enlist Ross help for a more convenient point for us in future. We got so much value from our 1 hour consultation and definitely wont hesitate to get started with the team when were ready. Thanks so much!
Liam Griffiths
Nov 23, 2023
Francis Hernandez
Nov 20, 2023
Ross is a very knowledgeable and confident financial advisor who has offered me very clear options in order that I may retire and enjoy time after work without worrying about my financial position. His advice following the death of my mother was very helpful indeed. In addition he has also built the framework for a legacy that I can leave for my children. I would wholeheartedly recommend his services to anyone who is planning their retirement.
Trucker Mann
Nov 12, 2023
Ross spent time wading through the paperwork relating to x4 separate work pensions (including the dreaded Equitable Life). He gained up to date values on them all and then in his patient, friendly and professional manner explained the the options available to me. Top Notch, Thanx and would highly recommend
Oliver Jones
Nov 06, 2023
I first contacted Ross a couple of years ago. He initially helped me to sort out some important insurances and improve existing ones, after he highlighted valuable information about my existing ones which I didn't know about. Since then he has helped me with financial planning, to see what options I have around my short and long-term goals. Ross is a knowledgeable and friendly guy and cares about you achieving your financial goals. I recommend contacting him if you are seeking some assistance with finances.
Gary Jackson
Oct 04, 2023
Andrew Symmons
Oct 04, 2023
We were recommended Ross by a family friend. Ross was very helpful in guiding us through the process as first time buyers. Options and requirements were explained and he was adept at explaining what the pros and cons of various items were, as well as offering his own personal opinion whilst respecting your choice as a client. We had initially secured a 2 year fixed, at little hassle thanks to Ross and the team, but the interest rate mayhem in 2022 saw us want to switch to a 5 year. Ross and Kyrie were able to secure a new 5 year fixed within one day and acted very quickly to ensure we could achieve a reasonable rate.
The product secured was withdrawn the following day, and we incurred no extra charge for this. Ross and the team were adept at keeping up to speed with the process and always reached out to see how things were progressing as well. Now a happy home owner since March '23, I would highly recommend Ross and the team to anyone looking for an advisor.
The product secured was withdrawn the following day, and we incurred no extra charge for this. Ross and the team were adept at keeping up to speed with the process and always reached out to see how things were progressing as well. Now a happy home owner since March '23, I would highly recommend Ross and the team to anyone looking for an advisor.
Kathleen Sarbutt
Sep 24, 2023
My father recently passed away. As he took care of the financial side of things I thought it best to seek professional advice regarding my mother's affairs. I heard about Ross through a friend. Ross has helped us to understand my mum's current financial position and is supporting her with future financial planning now she is retired. He has given her an honest view of where she is financially and what she is able to spend going forward.
As part of this he has made investment recommendations in terms of her inherited pension scheme and the investing of other cash she holds in ISAs and Unit Trusts. Being a pensioner, he has worked with her to identify the right level of investment risk to take, as well as making recommendations on how she can use her money in the right way to reduce tax implications. Ross kept us engaged every step of the way and with every decision, visiting us regularly at home to run through everything, always making sure mum's goals were kept on track. He has been a pleasure to deal with.
As part of this he has made investment recommendations in terms of her inherited pension scheme and the investing of other cash she holds in ISAs and Unit Trusts. Being a pensioner, he has worked with her to identify the right level of investment risk to take, as well as making recommendations on how she can use her money in the right way to reduce tax implications. Ross kept us engaged every step of the way and with every decision, visiting us regularly at home to run through everything, always making sure mum's goals were kept on track. He has been a pleasure to deal with.
Aaron Monteith
Sep 15, 2023
Paul Clarke
Jul 31, 2023
Please see below my review for Ross having completed a remortgage with him recently. What were the circumstances that caused you to initially look for an adviser? I needed to remortgage and also wanted to discuss my other financial circumstances at the same time How has Ross Lacey helped you? Ross was excellent in all areas. He spent a lot of time trying to get to know me and my goals, asking lots of pertinent questions. Ross then discussed some life planing with me around savings and pensions and I used him as a soundboard for different options that I was considering.
Ultimately Ross left me understanding all the options in detail and helped me to come to my own decision. Ross also took the time to seek out the best possible mortgage deal for my remortgage and secured us a better rate than expected (which meant having to pay off a tiny bit extra of our current mortgage upon switching). Furthermore he was also able to recommend a more than satisfactory solicitor to assist with that side of the process.
Have you seen the outcome you were hoping for? Yes absolutely. The remortgage was smooth and the additional help from Ross on the life planning side of things was excellent. What could they have done better? I genuinely dont believe Ross could have done any more for us to help. 10/10 service.
Ultimately Ross left me understanding all the options in detail and helped me to come to my own decision. Ross also took the time to seek out the best possible mortgage deal for my remortgage and secured us a better rate than expected (which meant having to pay off a tiny bit extra of our current mortgage upon switching). Furthermore he was also able to recommend a more than satisfactory solicitor to assist with that side of the process.
Have you seen the outcome you were hoping for? Yes absolutely. The remortgage was smooth and the additional help from Ross on the life planning side of things was excellent. What could they have done better? I genuinely dont believe Ross could have done any more for us to help. 10/10 service.
Matteo Conti
Jul 27, 2023
Nick Bering
Jul 20, 2023
Atty Adetula
Jul 12, 2023
Lawrence Macmillan
Jul 01, 2023
I have been in contact with Ross for a number of years and really appreciate his approach and professionalism. My inial contact with Ross was during a period where my grandma fell ill and required our family to navigate possible investments to support her care costs. We were recommended Ross and really appreciated how he approached the situation, due to the passing of my grandma we didn't need to pursue the advice Ross had provided, however we are still using happily Fairvew Financial for ongoing investment and mortgage advice. My family and I would have no hesitation in recommending Fairview Financial as an independant financial advisor!
Amanda Rhodes
Jun 25, 2023
Denise Appleby
May 21, 2023
Jenny Farebrother
May 09, 2023
Ali Armstrong
May 07, 2023
Ross talked me through the process and at all times kept his explanations simple and easy to follow. He took the time to listen to my specific needs and find a product that was suited to me and my budget. He also kept in regular contact with me and was always available for any questions, no matter how small they were. Highly recommend using Ross if you are looking for financial advice.
Megan House
Jan 05, 2023
Jamie Grech
Dec 31, 2022
Chris Archer
Dec 14, 2022
Frank Hall
Nov 20, 2022
Paige Caws
Aug 27, 2022
Lee Robinson
Aug 27, 2022
Andrew Lewis
Dec 26, 2021
Ross has helped me dramatically over the past few years, helping me to evaluate my financial goals over the next 5 years as well as supporting my pension decisions for the long term. He has kept me informed of updates and potential changes as well as things going on within the market. He has always been extremely transparent about the fees charged and very professional, have recommended him to several friends and family members.
Kirsten Moore
Dec 01, 2021
Martin Morgan-Jones
Oct 31, 2021
Sean Beverton-Tubbs
Sep 29, 2021
Ive been using Ross for a variety of services over the last year and its been an absolute dream. His breadth of knowledge is awesome so hes always able to help out. Ross takes calls night and day to get things done for his clients. Recently, he helped us with our mortgage and its safe to say we wouldnt have made the stamp duty window without his tireless efforts.
More than that, it was his general advice and support that helped us through. Highly recommend Ross to anyone whos looking for an easy going, highly professional financial advisor
More than that, it was his general advice and support that helped us through. Highly recommend Ross to anyone whos looking for an easy going, highly professional financial advisor
Richard
Aug 21, 2021
I have not dealt with a financial advisor before so did not know what to expect. I chose Ross because of the many positive reviews I read and they certainly live up to their expectation. I felt very comfortable talking to Ross about my finances as he is very approachable, professional and very knowledgeable in this field. I would not hesitate to recommend Ross to family, friends and anyone reading this account of my experience.
Andy O.
Aug 17, 2021
Edgar Neto
Jul 16, 2021
Web Master
Jul 03, 2021
Ross has been fantastic in advising for a range of products for us. He has taken time to understand our requirements and worked with us and our accountants to provide the best products. Few financial advisors spend the time that Ross has taken to get to know us, is always on hand to help and to give easy to understand answers to complex questions.
Nicole D'Silva
Dec 06, 2020
Anthony Smith
Jul 20, 2020
I needed advice on pension planning and really just a general review of my financial situation and future plans. Ross listened to my needs and asked challenging questions to help develop a plan for me. We have since maintained regular contact and I look forward to continually working with Ross in the future.
