Fairview Financial Management Ltd

Initial consultation free
Independent financial adviser
Chartered Financial Planner specialising 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.

We can advise you on

118
£150k+
£100k+
£150k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Ross Lacey FPFS Certs CII (MP & ER)
Director & Chartered Financial Planner / IFA

What our clients say

jg
James G
Ross reviewed my existing arrangements and spent a lot of time getting to know me and what my life and financial objectives were. He then advised me on suitable investment opportunities.
st
Sean T
Ross was a fantastic help taking me through all the aspects of my personal finances. He really took the time to explain things properly in an open and honest way.
hb
Helen B
It was very hassle free and Ross explained every step clearly and kept us updated throughout the process. I'm looking forward to our regular catch ups to make sure everything is doing as it should.
cc
Christopher C
Ross took the time to understand my families needs and concerns in additional protection and saving requirements following the birth of my son. He explained things very logically and simply. To me...
as
Anthony S
Ross looked at what insurance I get from my job and suggested what could compliment it to make sure I had adequate cover. He also helped work out a plan for investing my cash to target better growth...
th
Terry H
We had a few pensions and wanted to look at our options. Ross reviewed what we had and recommended which ones were worth moving and sorted it for us.

Contact us

12 Farm View, Rayleigh, SS6 9PT
+448
Website
Linkedin

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage. 
Fairview Financial Management Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Fairview Financial Management Ltd is entered on the FCA register (<url hidden>) under no. 976151. Registered office: 12 Farm View, Rayleigh, Essex, SS6 9PT. Registered in England and Wales Number: 14057510.

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .