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Ross Lacey - LB Financial Solutions Ltd

Ross Lacey - LB Financial Solutions Ltd

Category: Financial Advisers

Address:
Swift House, 18 Hoffmanns Way
Chelmsford
Essex
CM1 1GU

Mobile: 07507 9... Mobile: 07507 9... Landline: 0800 04... Landline: 0800 04...

 Website: www.vouchedfor.co.uk/financial-advisor-ifa/chelmsford/033175-ross-lacey
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Special Offers

Free Initial Consultation

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

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Business Profile

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.

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Testimonials

Testimonials are curated by Ross Lacey - LB Financial Solutions Ltd and are not independently reviewed or verified.

"Reviewing existing arrangements..."

"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

"Young family looking for insurance and investment advice..."

"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

"Investing for growth..."

"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

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Index Card is Verified on Central Index

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

Opening Hours

Monday to Friday
09:00 to 17:00

Saturday to Sunday
Closed