Make the most of the money you have to make the most of the time you have.

Please visit our website to get in touch and arrange a free consultation.

We're independent financial advisers, working with people across Essex to help them make the most of their money through proper financial planning and effective wealth management.

We specialise 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.

Time that passes us by is time we will never get back again. By fully understanding what’s possible (or what could be possible), we can use our money to stop wasting time, putting things off, waiting for a tomorrow that may never come.

If you want to find out more about how your money could be used to take control of your time and lifestyle we’d love to hear from you.

Wealth Management & Financial Planning is our core service.

The ultimate aim of everything we do is to help people live a "better" life by making the most of their money.

The definition of "better" is individual to each person; so too is the advice we give and the plans we put in place.

If you'd like to discuss how we may be able to help you, please visit our website to get in touch and arrange a free consultation.

Fairview Financial Management is an Appointed Representative of 2plan wealth management Ltd.

Served areas

Chelmsford, Rayleigh, Hockley, Rochford, Southend, Wickford, Basildon, Leigh on Sea, Benfleet, Westcliff, Brentwood, Billericay

Business details

Licensed
Insured

Highlights and features

Independent Financial Adviser (IFA)
Chartered Financial Planner
No obligation initial consultations available without charge

Associations and certifications

Chartered Financial Planner
Fellowship Level Member of The Personal Finance Society

Share

Ross Lacey

Director & Chartered Financial Planner

I am the Director of Fairview Financial Management Ltd; we help people across Essex and the surrounding areas find the right balance between living life to the full today whilst keeping a watchful eye on and planning for tomorrow. This is done through straight-talking, no-nonsense, independent financial advice, financial planning and wealth management.

Ross Lacey - Chartered Financial Planner & IFA - LB Financial Solutions Ltd

Ali Armstrong

Feb 27, 2023

Report

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.

Atty Adetula

Jan 23, 2023

Report

From our first zoom meeting with Ross everything was explained very well. Ross made the experience much easier with his clear advice & reassuring way of each part of the process,I highly recommend Ross to anyone who needs mortgage application assistance.

Oliver Wilks

Jan 20, 2023

Report

Fantastic financial advice! Fairview really aided in helping me navigate the daunting mortgage and insurance markets and procedures required to purchase out first home. Highly recommended for both personal and business financial planning and advice.

Lawrence Macmillan

Jan 15, 2023

Report

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!

Jamie Grech

Oct 20, 2022

Report

Ross is extremely knowledgeable and professional. His expertise helped us with our mortgage application and assisted with general tax planning advice.

Would definitely recommend him as an advisor.

Anthony S.

Oct 16, 2019

Report

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 than I could get in a bank account.

Sean T.

Oct 08, 2019

Report

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.

Gary J

Report

Ross listened to my needs and asked challenging questions to develop a pension plan exploring different scenarios. His professional and yet personable approach was perfect, communication and timing has been spot on, he is a pleasure to deal with. Just keep up this great approach.

Chris C.

Report

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 it’s about having someone you feel you can trust and that came across with Ross.

James G

Report

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.