Ross Lacey
Director & Chartered Financial Planner
Ross has worked in investment management and financial planning for over 15 years. Prior to this, he completed a degree in Economics and Business Management.
Ross is an expert in “proper financial planning” and wealth management and has been awarded VouchedFor’s Top Rated Adviser in 2019, 2020, 2021, 2022 & 2023. He helps people make the most of the money they have, so they can live a better life; doing more of what they love and less of what they don’t.
Fun facts...
My proudest moment as a Financial Planner was:
There are several but one that springs to mind is working with a couple who had fallen out of love with their careers (and lifestyle at that point), and were 10 years from their original expected retirement date. We designed and put in place a financial plan which saw them retire after only three years of us working together and they’re now spending quality time exploring their passions.
The three things I love most about my job are:
Working with a variety of people, making a positive difference in how people live their lives and sharing the same financial planning approach and philosophy that I use for myself and my family.
The types of people I most enjoy working with are:
Those who understand that time is our most precious commodity and want a straight-talking, trusted financial planner for the long term to help them make the most of their life.
Outside of work
Ross lives in Rayleigh and is married to his wife, Lydia. They have two young children, George, and Jasmine, so they certainly have their hands full. In his free time, Ross enjoys spending time with family and friends, karting, attending track days and car shows, and visiting historic places.
The rest of the team…
Our attention to detail and experience will give you the confidence that you’re in safe hands.
