Plan your future with clarity and purpose
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Sam Drewery8 September 2026
I've had the privilege of knowing Ross for over five years, and in that time he's consistently shown why he has earned such an excellent reputation. When we first spoke, he reviewed my investment and savings strategy and was honest enough to tell me I didn't actually need his help — at a time when plenty of others in his position would have happily taken the management fees anyway. That honesty is rare, and it's exactly why I knew I'd never go anywhere else when it really mattered. When the time came to sort a mortgage for our first family home, Ross was the only person I considered, and he's been there for every remortgage since as our fixed terms have come up. He also arranged our protection policies, including life insurance and critical illness cover, making sure my family would be properly looked after should the worst happen. I cannot recommend Ross highly enough. He puts his clients' genuine interests first, even when it costs him in the short term, and that's the mark of someone you can trust with decisions this important.Posted on Google![]()
Lee Bee23 July 2026
Ross continues to act as a trusted advisor, consistently going over and above in his service. Ross is incredibly responsive and adaptive to all the challenges I throw at him! Ross has become a key player in determining both my personal and business financial future and I trust him implicitly to deal with a wide range of requirements and my family's financial stability. I have recommended Ross to multiple friends and family, and would have no hesitation in continuing to do so.Posted on Google![]()
Patricia Sherlock28 May 2026
Just to thank Chris for his advice regarding an existing pension. He was very helpful and I will definitely return should I require any further advice.Posted on Google![]()
Lucy grace6 May 2026
We spoke to Ross to secure a mortgage for our first home. He could not have been better, he was always on hand on email and calls if required and was very responsive, we never had to chase him for progress as he was always ahead of the game. Due to other parties we lost out on the property we first wanted to buy which fell through at the last minute. Ross and Fairview were the only part of that process to not let us down which is why we continued to use them, we have now moved in and we will be returning to Ross and Fairview once our fixed term is up.Posted on Google![]()
Melanie Jayne4 May 2026
Excellent overall service from beginning to end. Highly rated.Posted on Google![]()
lee weston22 April 2026
I had an advisor, who basically just scared me with figures that didn't really mean a thing to me (pension & retirement advice). A friend put me onto Ross who had a quick look at the report done by the previous advisor & told me I was already in a fairly good position (at which point he had no further information about what I wanted to do/what I needed etc). Ross set up a meeting with me, asked ME what I wanted/expected etc. He works in a slightly different way to most & looks at what YOU want to do & works towards THAT. At no point has he asked me for any money up-front (like the other did, £250 for a report that meant nothing to me + £500 if I'd gone ahead just to set it up, + fees, at the end of it I would have been nearly £12k worse off than just leaving it all alone). He is honest & if what you want is unachievable, he'll tell you exactly that & if possible, what you/he needs to do to get there, or at least close! I believe that I have now got the result I wanted, which is ACTUALLY BETTER than what I expected! I don't believe that Ross could have been ANY better unless he paid for my retirement himself! :)Posted on Google![]()
JAG22 March 2026
We visited Fairview after I was made redundant, and wanted to discuss if I could retire early. Ross & Bradley sat down and prepared a plan for me to retire immediately and support my husband with his early retirement. Circumstances changed 6 months later when unfortunately I was diagnosed with cancer. Again we went back to Ross who reviewed our financial plan and because of their previous advice, my husband was able to retire immediately and be with me through this journey. Without Ross & Bradley's advice my husband would still be working long hours. I cannot say how much we appreciate Fairview's, financial advice. Without them we would be in a very different situation. So I would strongly recommend you visit Fairview and have that first chat to see how they can assist you with your finances. Amazing company that really care about you as an individual.Posted on Google![]()
Peter O'Sullivan4 February 2026
Ross and his team have advised a number of times over the last few years on insurance, buy to let mortgages and our residential mortgage. Every time they have been professional and offered tailored advice to our needs, ensuring we get the best rates and mortgage offers, and when a better rate does come up moving on to another product. Would highly recommend.Posted on Google![]()
Glen3 February 2026
I’ve been very pleased with the service I’ve received from Ross Lacey at Fairview Financial Management. Ross provides clear, impartial advice and takes the time to really understand my circumstances before making recommendations. He explains things in a straightforward way that builds trust and makes long-term planning feel much clearer and less daunting. I’ve also really valued the ongoing support, knowing advice is always available as things change. I’ve felt well supported throughout and would happily recommend Ross to anyone looking for reliable financial advice.Posted on Google![]()
Katharine Mancuska9 January 2026
I'm very grateful to Chris at Fairview Financial Management for his prompt, professional and pragmatic replies to my emails. He really helped me out by clarifying a few pension related queries I had....in layman's terms which is always a bonus! Thanks again.Posted on Google![]()
Alan Glyde20 November 2025
I had a very useful meeting with Ross and Chris about IHT planning and they made me feel at ease from the start with everything explained slowly and clearly and with no pressure at all. I came away with all my questions answered thoughourly and a very positive impression of this company. Highly recommended.Posted on Google![]()
PAUL NORFOLK18 November 2025
Excellent and helpful advice received from Ross and the team.Posted on Google![]()
Stan Rapley17 November 2025
Ross and the team always make you feel at ease and make sure you understand everything. They are always on hand to answer any questions you have. Would highly recommendPosted on Google![]()
Shaun Scullion14 October 2025
I recently met with Ross and his colleague Chris to discuss how I could best exploit my financial position to acheive better returns and achieve my financial ambitions. Not having done so before, I approached seeing a financial advisor with slight trepidation but was very pleasantly surprised at Ross and Chris' very friendly and professional approach; they gave me very useful and impartial advice on what my options were and how I could adjust my financial position to help achieve my aims - I found Ross to be clearly very knowledgeable in his field of financial management. Ross also followed up on my subsequent questions promptly and professionally. I'm really very pleased with my experience with Ross and Fairview and wouldn't hesitate to recommend them to anyone seeking financial advice.Posted on Google![]()
Niall Palmer26 September 2025
I did a lot of research on Financial Advisors before finding Ross Lacey, and I'm so glad I did. We're from a pretty average family, and aged 52, I'd never seen a financial advisor before. I wanted advice around a property purchase, involving not just me, but my mum. Ross was generous with his time, and encouraged us to ask any questions (we had a lot!) without any pressure, which really put us at our ease. I honestly can't speak highly enough of this guy! He is a patient, and most importantly to us, a kind man. He has a way of explaining things that makes complete sense, jargon-free, but with real expertise. We are going to be in a much stronger position because of Ross's time and advice, and I really cannot thank him enough for what he's done, not just for me, but for my mum. 100% recommend this guy!Posted on Google![]()
Lesley Coombs13 September 2025
I have been working with Ross and the team at Fairview Financial Management for several years now. They have always given me sound guidance along the way, be it with my mortgage, my pension or any other investment queries I have had. Because of this advice I can now look forward to my planned retirement next year with confidence knowing that I am in a strong position to do so. I would highly recommend speaking with. Fairview if you need some advice or help with your own financial needs, they are a very good and knowledgable bunch, always professional but friendly and approachable too! They will help with every step along the way and always have your best interest in mind.Posted on Google![]()
David Norfolk4 September 2025
Ross, Bradley and team have been superb from the off. I was recommended their services by a friend, and it has been nothing less than first class. The guys have provided me with advice and various options for taking my pension, and having only initially sought to find out what my pension might be worth, and when would be a good time to retire, they have worked out a plan for me to comfortably retire now, at 56, something I never dreamed of. I cannot thank the team enough, their knowledge, communication, understanding and commitment is second to none!Posted on Google![]()
Ben CG28 August 2025
I have now used Ross on a couple of occasions for a re-mortgage and would gladly recommend him to anyone. Very knowledgeable, helpful and proactive.Posted on Google![]()
Lydia Reed12 August 2025
As a first-time buyer, I was completely new to the mortgage process, but Ross made it simple and stress-free. He answered every question, no matter how small, promptly and clearly, and his friendly, professional manner put me at ease from start to finish. Thanks to him, securing my mortgage was a smooth experience, and I’ll definitely be returning to him for any future financial needs. Highly recommend!Posted on Google![]()
Louise Grech7 August 2025
My husband and I used Ross and his team at Fairview Financial Management Ltd for a new mortgage and advice on what to do with the proceeds of a house sale. They were super friendly, really knowledgeable, and made everything feel easy and efficient from start to finish. I’d definitely recommend them to anyone looking for clear, helpful financial advice.Posted on Google![]()
David Cooper2 July 2025
I 1st met Ross around around 5 years ago when he advised me on my mortgage when it came to renew the deal that I was .Ross secured me a very good fixed rate deal .fast forward to current date I met Ross at his office for advice on how to proceed with my mortgage with a view to finishing the mortgage early and was given very sound and honest advice on how to do this. I wasn’t put under any pressure at all in which way to proceed but Ross did give me his recommendations in the best way forward. I can't thank him enough in the way that he goes about his business. My honest opinion is that I couldn't rate all at Fairview highly enough and as an Added bonus you get a decent coffee aswell.Posted on Google![]()
Aaron & Jigna25 June 2025
Very happy with the service from Ross and team. Friendly but extremely professional. Clearly know their stuff and took all the stress out of setting up life insurance. Highly recommend.Posted on Google![]()
Joanna24 June 2025
A big thank you to Ross and Chris for their support and guidance with my financial investments. After a difficult personal time from a divorce settlement,their advice gave me clarity and confidence. They’ve handled everything with care and professionalism, and I’m already seeing the benefits. Grateful to be on this journey with their support.Posted on Google![]()
Sean Tupman16 April 2025
Great service from Ross from start to finish. Very informative and supportive at each step, as well as being extremely patient. Recommended by both friends and family and I can see why. Fully recommend!Posted on Google![]()
Darren14 March 2025
The team at Fairview were absolutely brilliant. From the moment I walked through their door I was met with a friendly approach and was put completely at ease. A very constructive meeting, that actually felt more like a friendly chat, was able to address my queries and concerns. Everything was explained in detail and a plan for moving forward was drawn up. Subsequently I am very pleased with the outcome they provided and would be more than happy to use their services again. Simply a positive friendly experience.Posted on Google![]()
Steve M6 February 2025
We couldn’t be more impressed or happy with the service Ross and his team provided. The process was so easy and we never had to chase the team for information. Communication was great throughout and nothing was ever a problem. Each step was dealt with quickly and they provided exactly what we wanted. We couldn’t thank them enough . . . Excellent!Posted on Google![]()
Ryan Organ2 October 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.Posted on Google![]()
Jim huxtable15 September 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 blokePosted on Google![]()
James1 September 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.Posted on Google![]()
stuart medcraft6 August 2024
Ross advised us on tax efficiently taking money out of our business, as well other specific financial planning opportunities we have as business owners.Posted on Google![]()
Stephen Fast25 June 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.Posted on Google![]()
Jo Brigden20 June 2024
Good solid advice, always happy to help with questions and explains everything in words that the layman can understand without jargon!Posted on Google![]()
Gary Ring16 June 2024
Would highly recommend Ross and the team at Fairview! I spoke to Ross about an upcoming severance package I’d been offered, as I was unsure whether it would be in my interests to take it & didn’t know what my options were. Ross was incredibly helpful and spent a considerable amount of time with me, talking through my options and giving me all of the information I needed to make an informed decision - the result of the work with Ross meant that I have been able to retire 5 years early! Absolutely fantastic service and has made a real difference to my life, allowing me to spend time with my grandchildren that I would have otherwise missed.Posted on Google![]()
Phillip Hadaway6 June 2024
Ross provided me with great mortgage and life insurance advice. always available to assist and answer any questions. Quick, efficient and informative service, would highly recommend.Posted on Google![]()
Holly Dimmick2 June 2024
Ross provided fantastic financial advice. Very professional, clear, and easy to understand. I would thoroughly recommend Ross to anyone.Posted on Google![]()
James Brooks22 May 2024
Ross was phenomenal. Explained all the terms and process from day 1 through to signing. He went out his way to take time on the phone too. His friendly approach was refreshing, as at times other options were pushy. Really recommend Ross and team for mortgage applications.Posted on Google![]()
Natalie Fedden5 March 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.Posted on Google![]()
Lauren3 March 2024
Ross’ advice, support and assistance with the sourcing of my and my partner’s 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 partner’s finances, ensuring that we both have the right level of cover in place that suited our needs and budget.Posted on Google![]()
Darien Lamb29 February 2024
Ross provided excellent advice, quick service at a reasonable price. He explained everything very clearly and outlined potential mortgage options tailored to my specific circumstances. Obtaining a mortgage was a seamless process thanks to Ross!Posted on Google![]()
Scott O'Connor11 January 2024
Worked with Ross a number of times, wouldn't choose anyone else. Very knowledgeable and quick to respond to all queries. Speak to Ross for your mortgage needs - 100% would recommend.Posted on Google![]()
Niki Davies22 December 2023
Absolutely faultless. Could not recommend Ross Lacey highly enough. Really fantastic experience on securing a mortgage in a challenging time. Please don't look anywhere else!Posted on Google![]()
Gary Jackson11 December 2023
I have worked with Ross for more than 5 years, his excellent guidance has helped me plan an enjoyable retirement, earlier than I thought possible.Posted on Google![]()
Matteo Conti3 December 2023
Honest and fair assessment of my needs. Gave me a clear picture of what I should be doing. Would highly recommendPosted on Google![]()
Niamh B27 November 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 won’t hesitate to get started with the team when we’re ready. Thanks so much!Posted on Google![]()
Nick Bering23 November 2023
Ross is very knowledgeable in the financial industry and approaches exchanges in a clear and transparent manor. His friendly disposition makes you feel at ease and I personally wouldn't feel the need to deal with anyone else. I couldn't recommend Ross highly enough for all your financial needsPosted on Google![]()
Folasade Adewumi-Adeshina23 November 2023
Ross demonstrated extensive experience and provided tailored guidance to me. He is a seasoned professional who is very patient and inclusive in his analysis. Ross is easy to work with and he is a good listener. He went over and beyond to provide me with information that could help me make informed decision.Posted on Google![]()
Denise Appleby17 November 2023
Ross has been extremely helpful with my enquiries regarding my pension. Very patient, came back to me when he said he would and provided me with some very useful information. Highly recommended!Posted on Google![]()
Neil Skelding10 October 2023
Turning 50, I wondered if there was enough in the pot to take some form of early retirement. Ross gave us the confidence to make that decision so that we can live our lives the way we want to. I had expected a financial planner to show us spreadsheets and charts, using lots of financial jargon. But Ross took the time to properly engage with us, understanding what we were looking for and what was important to us. We don’t have a massive budget, but Ross helped us to understand that we had enough to spend on the things - and the people - that we care about. Ross gave us the confidence not to worry about every financial transaction. We understand our parameters and we have regular reviews to confirm that we’re on track. I’ve always believed that it’s not about how much money you have, it’s about what that money can give you, in terms of experiences, fun and time spent with the people that you love. Ross always takes the time to check if we are happy with how we are living our lives, whether the money is giving us those things. For years, I’ve thought about taking a sailing course. I’ve no idea whether it’s for me, but I’d like to give it a go. Ross gave me the push I needed - he even gave me a link to a beginner’s course. After all, it’s things like that are the reason I retired in the first place. I booked my place on the course that same day and cannot wait.Posted on Google![]()
Kathleen Sarbutt10 October 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.Posted on Google![]()
Liam Griffiths16 August 2023
Ross and his team provide an excellent service and are always professional and friendly to deal with. I've recommended friends and family to them too, who have all had a great experience.Posted on Google![]()
Jenny Farebrother7 August 2023
Honestly so impressed with this company. Amazing free consultation. Honest, knowledgeable, a great listener. Good signposting, no hard sell. So refreshing. I definitely feel I have found someone I can trust.Posted on Google![]()
Francis Hernandez27 July 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.Posted on Google![]()
Andrew Symmons29 June 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.Posted on Google![]()
Amanda Rhodes23 June 2023
Ross is very patient, he takes time to understand your hopes and plans for the future before giving you financial advice to try and achieve those plans. I couldn’t recommend him morePosted on Google![]()
Amanda Rhodes23 June 2023
I couldn’t 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 can’t go wrong with RossPosted on Google![]()
Paul Clarke7 June 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 don’t believe Ross could have done any more for us to help. 10/10 service.Posted on Google![]()
Oliver Jones3 June 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.Posted on Google![]()
Callum Ring10 March 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.Posted on Google![]()
Lisa Day3 March 2023
5 ⭐️ service. Ross Lacey, very knowledgeable, communicative & always has clients best interests at heart. I would highly recommend to family & friends.Posted on Google![]()
Ali Armstrong4 February 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.Posted on Google![]()
Trucker Mann3 February 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 recommendPosted on Google![]()
aaron monteith2 February 2023
An excellent experience form start to end. Ross provided a professional, knowledgeable and thorough service. Would highly recommend and will be using him again.Posted on Google![]()
Atty Adetula19 January 2023
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.Posted on Google![]()
Oliver Wilks11 January 2023
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.Posted on Google![]()
Lawrence Macmillan10 January 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!Posted on Google![]()
Jamie Grech14 October 2022
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.Posted on Google![]()
Frank Hall19 August 2022
Ross has been fantastic from start to finish on finding me the best mortgage deal. I am extremely pleased with his service and been very professional throughout the whole process Thank you so much RossPosted on Google![]()
Paige Caws6 August 2022
Ross helped me by working out how much I could borrow on a mortgage and the budget I had to buy a house. This gave me so much more confidence in my property search and the whole process was very smooth! Would highly recommend!Posted on Google![]()
Megan House4 May 2022
Ross supported us during our mortgage application, providing fantastic advice and ensuring we were getting the best options. Ross was on hand throughout the entire process, was quick to respond and went above and beyond to help us. I can't recommend Ross enough. Thank you!Posted on Google![]()
lee robinson24 March 2022
Ross was absolutely brilliant. He was quick to respond to any emails, phone calls or messages. Really friendly, professional and polite. He went above and beyond for us and exceeded my expectations. I would highly recommend.Posted on Google![]()
Lorraine Ashford13 February 2022
I visited Ross recently and found him to be very friendly and approachable. We discussed my concerns and he explained anything I was unsure about and gave me advice that has given me the confidence going forwards. I hope to be able to work again in the future with Ross.Posted on Google![]()
Chris Archer15 January 2022
Great advice, Excellent communications and very easy to work with.Posted on Google![]()
Kirsten Moore26 November 2021
Ross explained the differences between the pensions I was being offered. He was very professional, personable and was able to relay information in a simplistic way for someone like me (with little financial understanding) very well. I wouldn't hesitate to use his services again.Posted on Google![]()
Web Master18 November 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.Posted on Google![]()
Edgar Neto18 November 2021
Ross is absolutely great. He helped us with the purchase of our first property and we continue to enjoy his service as our long term financial strategy advisor.Posted on Google![]()
Richard17 October 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.Posted on Google![]()
ZAB736 October 2021
I have been working with Ross for over a year. He is patient and has great communication skills, understanding the needs and tailoring his service and solutions accordingly. He helped us set up a new pension and life insurance policy as well as working with us to review and potentially consolidate historical pensions. He is also flexible and able to change course or amend details as situations evolve. I would highly recommend Ross.Posted on Google![]()
Andrew Lewis23 August 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.Posted on Google![]()
Chris Coombs5 August 2021
We used Ross to understand what we could afford when looking to move to a new house and whether our current protection was adequate for our family. Ross was brilliant, his knowledge, honesty and all round people skills really shone through when discussing our options and putting them in plain English. He constantly took the time to push all parties involved in the move to keep things on track, way beyond just finding us a good mortgage deal and arranging new cover. I will never use a different planner. It’s all about trust and Ross earned ours. Anyone looking for a financial planner, I urge you to speak with Ross. I have introduced him to my mum and best friend to look at their investments and build a financial plan and they are all over the moon with him. Thanks Ross!Posted on Google![]()
Andy O4 August 2021
Ross was very professional, knowledgeable and reliable. He has a great wealth of knowledge and was able to look at my situation holistically. Some financial advisers just focus on the one thing without giving advise on the full picture. Therefore, I can't recommend him enough. Thanks Ross.Posted on Google![]()
Sean Beverton-Tubbs3 August 2021
I’ve been using Ross for a variety of services over the last year and it’s been an absolute dream. His breadth of knowledge is awesome so he’s 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 it’s safe to say we wouldn’t 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 who’s looking for an easy going, highly professional financial advisorPosted on Google![]()
Martin Morgan-Jones3 August 2021
I have worked with Ross on both remortgaging and a mortgage for a house move. Absolutely first class advice with clear and relevant information as to which products would suit best. Can’t recommend enoughPosted on Google![]()
Nicole D'silva3 May 2020
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.Posted on Google![]()
Anthony Smith30 April 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.
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What we do
We’re a firm of independent financial advisers and mortgage brokers in Essex.
As Chartered Financial Planners, our role is to give you the confidence and inspiration to live a better life using your financial resources; backed up by a robust plan. We’ll work with you to make the most of your money, savings, investments and pensions, so you can make the most of your time, doing more of what you love. Retire early, spend more and minimise tax; these are all key areas we help our clients with.
Our mortgage advisers in Essex deliver expert, whole of market mortgage advice; specialising in First Time Buyer, Self Employed, Limited Company Directors and arranging large mortgages.
So, whether it’s unbiased independent financial advice and wealth management you’re after, or independent mortgage advice and bespoke life insurance packages, our team are here to help.
Based in Rayleigh, Essex; we work with clients across the county, including Southend, Chelmsford and Colchester.
Who we work with
You may not have the time, knowledge or inclination to look after your financial planning, but we do. We’ll help you if you’re one of the following:
Our team
Friendly, knowledgeable and experienced – you’re in safe hands. Meet the team at Fairview Financial Management.
