Fairview Financial Management Reviews

Sam Drewery 2026.09.08

     

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.

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Lee Bee 2026.07.23

     

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.

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cas llewellin 2026.07.09

     

The best financial service Rachel James and the Team at Fairview Financial were brilliant, friendly, and helpful. They were able to explain everything to me so i understood each step of the process as well as answer all my questions. The remortgage was quick and easy with the team involving me every step of the way, there was no stress as they did it all for me. I would highly recommend using Fairview team for anyone who is unsure of anything financially and they are all very knowledgeable and know how to get you the best deal. Thank you Rachel and the team, i will definitely be a returning customer.
Date of experience: 08 July, 2026

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Patricia Sherlock 2026.05.28

     

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.

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Lucy grace 2026.05.06

     

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.

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Melanie Jayne 2026.05.04

     

Excellent overall service from beginning to end. Highly rated.

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lee weston 2026.04.22

     

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! :)

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JAG 2026.03.22

     

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.

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Peter O'Sullivan 2026.02.04

     

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.

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Glen 2026.02.03

     

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.

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Katharine Mancuska 2026.01.09

     

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.

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Alan Glyde 2025.11.20

     

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.

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PAUL NORFOLK 2025.11.18

     

Excellent and helpful advice received from Ross and the team.

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Stan Rapley 2025.11.17

     

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 recommend

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Shaun Scullion 2025.10.14

     

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.

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Niall Palmer 2025.09.26

     

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!

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Lesley Coombs 2025.09.13

     

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.

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David Norfolk 2025.09.04

     

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!

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Ben CG 2025.08.28

     

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.

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Lydia Reed 2025.08.12

     

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!

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