Fairview

Fairview Financial Management

COMPANY TYPE

Independant Financial Advisor

Year founded

2022

METHOD OF ADVICE GIVEN

In person, Phone, Online

The team at Fairview Financial Management specialise in working with people planning for retirement or already retired, business owners, high-earners and people going through a major life event like divorce, redundancy, bereavement and advising those that have a lump sum from an inheritance, sale of a business or windfall.

We’re also a whole-of-market mortgage broker with a particular specialism working with first-time buyers, self-employed people and company owners, and arranging high-value mortgages.

With over 200 verified reviews online, we pride ourselves on making a genuine difference to the lives of our clients.


Advisory services offered

  • Financial Planning
  • Insurance & Protection
    • Critical illness
    • Income protection
    • Life insurance
  • Investment Management
  • Mortgages
  • Pensions and Retirement Planning
    • Income in Retirement
    • Pension Consolidation
  • Tax / Inheritance Tax
  • Trusts

Contacts

Suite 6, Burley House, 15 High Street, Rayleigh, Essex, SS6 7EW
Rayleigh, Essex
SS6 7EW
01268944042
https://fairviewifa.co.uk/

Meet our team

Ross Lacey Ross Lacey
Director & Chartered Financial Planner

Accreditations & Regulatory Status

FCA registered