Fairview Financial Management Ltd

Expert, independent financial advice in Essex.

12 Farm View, Rayleigh, SS6 9PT Directions

   Now closed Open today 09:00 - 17:30

Why Choose Us?

Expert Advice
Fully Qualified
Free Consultation

Business overview

Chartered Financial Planners providing straight talking, expert, independent financial advice and whole of market mortgage advice.

We're Chartered Financial Planners and Independent Financial Advisers (IFAs), 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. We're also whole of market mortgage brokers with a particular specialism in helping first time buyers, self employed/company directors and arranging high value mortgages.

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. Retiring earlier, changing career, doing more of what you love and less of what you don't...

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.

Photos

Ross Lacey; Director & Chartered Financial Planner at Fairview Financial Management Ltd. Independent Financial Advisers (IFA) in Rayleigh, Essex.
Top rated independent financial adviser (IFA) in Rayleigh, Essex.

Products & Services

Buy to Let Mortgages

Equity Release

FCA Regulated

Financial Planning

Income Protection Insurance

Independent Financial Advisers

Investment and Trust Companies

Investment Consultants

Investments

Life Assurance and Pension Consultants

Life Insurance

Mortgage Advice

Mortgages

Pensions

Tax Planning

Financial Consultants

Savings

Critical Illness Insurance

Chartered Financial Planner

Lifestyle Financial Planning

Pension Advice

Financial Advice

Tax

Credentials

Associations

  • Personal Finance Society
  • FCA

Qualifications

  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)
  • Mortgage Advice, Certificate (Chartered Insurance Institute)

Reviews

Very happy

5
I was referred to Ross by a friend. He spent a considerable amount of time understanding my objectives and explained everything clearly. Very happy so far with the investments he has suggested and I have a lot more comfort that I'm making the most of my savings
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Great experience with pension plan / general finances

5
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.
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