Fairview Financial Management Ltd
SS6, Rayleigh
(4)
SS6, Rayleigh
(4)
I am the director of Fairview Financial Management Ltd; we help people across Essex and the surrounding areas find the right balance between living life to the full today whilst keeping a watchful eye on and planning for tomorrow. This is done through straight-talking, no-nonsense, independent financial advice, financial planning and wealth management.
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4 customer reviews
Sukhi
Financial Advisors
I had received an excellent service from Ross. A lovely, pleasant and professional individual who was happy to answer all my questions. I would be happy to use his services in the future. More...
Nicole D'silva
I was referred to Ross by a friend. He spent a considerable amount of time understanding my objectives and explained everything clearly. Very happy so far with the investments he has suggested and I have a lot more comfort that I'm making the most of my savings. More...
Anthony Smith
I needed advice on pension planning and really just a general review of my financial situation and future plans. Ross listened to my needs and asked challenging questions to help develop a plan for me. We have since maintained regular contact and I look forward to continually working with Ross in the future. More...
Steve Everitt
Ross was very helpful in creating a financial plan for me and my wife. He also helped us with moving our pensions in to fewer places where appropriate. Overall a great experience and glad we've found him. More...
Why should our clients choose you?
We provide independent, whole of market, advice across a broad range of areas including mortgages, insurance, investments, pensions, equity release and holistic wealth management & financial planning.
Can you provide your services online or remotely? If so, please add details.
We can provide remote meetings through video tools like Zoom, or over the phone if preferred.
What changes have you made to keep your customers safe from Covid-19?
We can provide remote meetings through video tools like Zoom, or over the phone if preferred.
Protection Insurance
Do you want to ensure your family are adequately provided for in the event of a serious illness, accident or death?
We can review your existing arrangements as well recommend and arrange suitable policies to give you peace of mind.
Pensions & Retirement
Do you have one or more pensions but aren't sure if they are invested in the most appropriate, cost effective way?
Do you plan to retire in the next few years and want to know your options?
We can review, advise and arrange your pensions to help you make the most of retirement.
Investments & Savings
Do you have cash that you'd like to consider investing to generate growth or provide an income? Do you have existing savings and investments but wonder if they are the best suited available to you, or structured in the most tax efficient way?
We can help recommend and arrange suitable investments and provide ongoing monitoring to ensure they remain suitable over the longer term.
Lifestyle Financial Planning
Want to build a comprehensive life and financial plan to give yourself the freedom to do the things you want to do now, while you can, safe in the knowledge that we have planned for the various twists and turns we may encounter along the way?
We can help work with you now and on an ongoing basis to achieve and maintain your desired lifestyle.
Inheritance Tax Planning
Do you want to minimise any inheritance tax your family might have to pay in the future?
We can help plan, recommend and implement various strategies.
Mortgages
Do you want to ensure you have the best rate available to you or be able to borrow the amount you need to buy your ideal property? We can help with first time buyer mortgages, remortgages, buy to let mortgages and remortgages etc.
Equity Release
Would you like to stay living where you currently are, but release tax free cash and benefit from some of the value of your property in order to live a better, more fulfilling life? We can help by providing independent equity release advice.
Wealth Management
Holistic financial planning incorporating a full review of your circumstances and relevant recommendations to help you make the most of your money, and protect what you've got.
