• Advanced Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
  • Diploma in Financial Planning
  • Certificate in Equity Release
  • Certificate in Discretionary Investment Management
  • Certificate in Financial Services (General Route)
  • Certificate in Mortgage Advice
  • Award in Long Term Care Insurance
  • CFA Investment Management Certificate (IMC)
  • CISI Private Client Investment Advice & Management (PCIAM)
  • BSc (Hons) Business & Economics


  • Chartered Financial Planner
    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
  • Fellow of the Personal Finance Society
    Ross is a Fellow of the Personal Finance Society – the highest qualification awarded by the body. It is a significant achievement in the industry and confirms his commitment to developing his specialist financial planning skills and building on existing knowledge.

Ross Lacey

Director & Chartered Financial Planner

Ross has worked in investment management and financial planning for 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. His goal is to help people make the most of the money they have, so they can make the most of the time they have.

Fun facts...

My proudest moment as a Financial Planner was:

Working with a couple who were 10 years from their original retirement date, then putting in place a realistic plan which meant they retired only three years after we started working together.

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 using 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 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.

Let’s chat…

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