About us

We’re making our mark

Established by Chartered Financial Planner, Ross Lacey, his vision is to create a firm that helps people in Essex make the most of their money through sound financial planning, to improve their lives.

Backed by a knowledgeable and experienced support team, we’re here to tell you the truth about your financial situation. Good or bad, we help you make the right decisions and get you to where you want to be. As lifestyle financial planners, we get to know you, understand what’s important and establish how you want to live your life.

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

Here’s what we’ll help you do

We offer financial planning, wealth management, mortgages and protection, which will enable you to:

  • Make the right choices and reach your goals
  • Understand what to do with your money
  • Map out your future plans
  • Feel secure about your financial future
  • Live your life on purpose
What we do

Let’s chat…

Whether you have a question about our services, how we work, or anything else, our team is ready to talk.