Category: Financial Advisers
Swift House, 18 Hoffmanns Way
Contact us for a free, no obligation initial consultation meeting to discuss your requirements and how we may be able to help.
Expires: 6th November 2020
Savings & Investments, Pensions & Retirement Planning, Insurance, Financial Planning, Inheritance Tax Planning
Straight Talking, Independent Financial Advice
I work as part of LB Financial Solutions - an established firm of financial advisers and accountants with offices in London, Chelmsford, Ipswich and Colchester.
As a Chartered Financial Planner and Independent Financial Adviser (IFA) with over thirteen years' experience, I am highly qualified and able to provide expert, independent, regulated advice on a number of areas including; savings, investments, pensions, inheritance tax planning and protection insurance (eg life, critical illness and income protection).
Life is not a rehearsal. I believe my role is helping clients find the right balance between living life to the full today whilst keeping a watchful eye on and planning for tomorrow.
I do this by providing straight talking financial advice tailored to you; combining old fashioned personal service with the latest technology and research.
Initial meetings are without charge and can be held at your home/place of work, or at my office in Chelmsford.
Testimonials are curated by Ross Lacey - LB Financial Solutions Ltd and are not independently reviewed or verified.
"Ross reviewed my existing arrangements and spent a lot of time getting to know me and what my life and financial objectives were. He then advised me on suitable investment opportunities."
James G on 6 November 2019
"Ross took the time to understand my families needs and concerns in additional protection and saving requirements following the birth of my son. He explained things very logically and simply. To me it's about having someone you feel you can trust and that came across with Ross."
Chris C on 6 November 2019
"Ross looked at what insurance I get from my job and suggested what could compliment it to make sure I had adequate cover. He also helped work out a plan for investing my cash to target better growth than I could get in a bank account."
Anthony S on 6 November 2019
Ross Lacey - LB Financial Solutions Ltd
Verified ID: 1272761418018816
Verified 06/11/2019 @ 10:40:20
Last updated 06/11/2019 @ 17:35:15
Learn more about Verification in the Central Index
Monday to Friday
09:00 to 17:00
Saturday to Sunday