Fairview Financial Management Ltd
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Fairview Financial Management Ltd – Independent Financial Advisers & Whole of Market Mortgage Brokers
We’re Fairview Financial Management; a firm of independent financial advisers in Essex. With over 15 years experience; we work with clients across Essex and beyond to provide a highly-personalised mortgage advice and protection insurance service.
We’ll make the mortgage and insurance process as stress-free as possible, and will be there every step of the way; both now and in the future.
Our services are available over the phone, email, video call or face-to-face; whichever suits you best.
Who we work with
- First-time buyers looking to get onto the property ladder.
- Self employed / company directors who want to get a mortgage or put in place a package of insurance, paid for through their business.
- Parents who want to make sure their family will be safe and financially secure if they die, get seriously ill or are unable to work through illness, sickness or disability.
- People going through divorce or separation – we’re members of Resolution; a community of family justice professionals who work with families and individuals to resolve issues in a constructive way.
We offer free, no obligation consultation meetings to answer any questions and discuss what you’re looking for help with.
Please get in touch with us at info@fairviewifa.co.uk
What we do
- Independent mortgage advice; first-time buyers, moving home, remortgages and buy-to-let.
- Whole of market insurance advice covering life insurance, critical illness cover and income protection insurance.
- Friendly, straight-talking advice from people who are parents themselves (Ross and Lydia who run Fairview Financial Management, have a 3 year old son and 1 year old daughter) and understand the rewards (and challenges!) of being parents.
Why work with us?
- We have over 200 verified reviews across Google and Vouchedfor (which is like Tripadvisor, but for financial advisers).
- Over 15 years experience.
- A personal, family-run business rather than a faceless corporation.
- Specialists in working with first-time buyers and young families.
- Whole of market – we have access to lenders and insurers across the market and we aren’t tied to any bank or building society.
Who we are
Fairview Financial Management was set up by Ross Lacey, a Chartered Financial Planner with over 15 years experience in financial services.
We’re a small, family-run independent financial adviser in Essex with a young, close-knit team who love working with families to make a real difference to their lives.
As parents ourselves, we know how important finances, and specifically mortgages and insurance, are to a happy, secure family life. But, we understand the jargon and misinformation out there can sometimes make people feel more confused and therefore they don’t take the next steps to apply for a mortgage or put in place boring, but very important insurances! We aim to cut through the BS the deliver straight-talking advice so you can make informed decisions about what’s right for you and your family.
We’re always happy to chat; to offer guidance or support, answer any questions or help where we can, so please do get in touch with us by email, over the phone or through our website. You can book a slot to speak at a convenient time for you through our online booking system.
Get a consultation
- Insurance & protection
- Pensions & retirement
- Mortgages
- Financial planning
- Investments
- Savings
- Tax & trust planning
- Business
Chartered Financial Planner
Fellow of the Personal Finance Society
Independent Financial Adviser & Whole of Market Mortgage Broker
Get in touch with us for a free review of your mortgage borrowing options which includes:
How much you can realistically borrow and what you can do to increase this if required.
What the monthly payments would be.
How much deposit you’d need.
Valuable advice and tips on your specific circumstances.
Free Family Protection Insurance Consultation
Free Family Protection Insurance Consultation