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Essex Financial Planners

  1. Westcliff-on-Sea
  2. Westcliff On Sea Bank
  3. Southend On Sea Finance

Reviews, get directions and contact details for Essex Financial Planners

Essex Financial Planners
"Essex Financial Planners Ltd was formed in 2001 and is well established in providing Independent, whole of market Financial Advice for all individuals and companies across the UK.We offer a wide range of advice which includes Mortgages, Family Protection, Investments, Estate Planning and Retirement Planning.We also offer full corporate services for small, medium & large businesses wanting advice on areas such as Auto Enrolment, Executive Pension Schemes, Keyman and Share Protection.Our advisers are highly experienced individuals who provide first class and professional advice on all financial matters.We offer our clients an initial face to face or telephone meeting to establish what advice is best for you."
Address: 26 Hamlet Ct Rd, Southend-on-Sea, Westcliff-on-Sea SS0 7LX, UK
Phone: 01702 347734
State: Southend-on-Sea
City: Westcliff-on-Sea
Zip Code: SS0 7LX

opening times

Monday: 8:30 AM – 5:30 PM
Tuesday: 8:30 AM – 5:30 PM
Wednesday: 8:30 AM – 5:30 PM
Thursday: 8:30 AM – 5:30 PM
Friday: 8:30 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

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Reviews
I contacted Essex Financial Planners when I was left in the lurch by my previous mortgage advisor. Max Waterman was recommended by a close friend. From the moment I contacted their offices I felt valued by all of the staff. Max spent time and effort understanding our financial situation and listened to my concerns regarding potential massive rises in my mortgage rate. He managed to secure a re-mortgage deal for me at a favourable rate at the time and also put together a plan for a few years time when we will re look at the situation again. The advice and expertise shown by Max and the teal on my help to buy re-mortgage was fantastic and I would highly recommend them to anyone. Max also has an amazing social media page on the usual platforms where he explains mortgage products in a clear and informative manner. Definitely worth a follow! Thank you Max and EFP
Max was absolutely amazing at guiding us through the mortgage process as first time buyers. He was always friendly, professional and knowledgeable- making understanding the whole process much easier for us. He went above and beyond to answer any of our questions and always responded so quickly. I would recommend Max to anyone and am truly grateful for his help. Thank you so much!
Max was absolutely fantastic throughout our entire mortgage journey. He was always there when we had a query. Max explained things, as I say "in English" and not in major technical terms. We will definitely be using Max for all future Mortage/insurances queries. Thanks to Max we could get our first home, our dream home. So if you want someone that is rooting for you 100% and cares about you, but not afraid to tell you what you need to hear, then definitely go to Max. I know I'll be recommending him to everyone
I couldn’t recommend Max enough! Max reached out to us a few months before our fixed rate mortgage was due to end and helped us find the best possible outcome for our remortgage! Max communicates so well and makes the whole experience completely stress free, it was so great to know we were in good hands and the remortgage went through without a hitch. Thanks again Max!
I met Max and his dad Ray at a time when I was in a spin about securing a mortgage. With rates fluctuating, I needed someone with a cool head and experience to navigate and direct me through unknown territories. Max and Ray were amazing, and I have no doubt I would have got myself in a real muddle without them. Highly recommended. Many thanks. x
Not usually one to leave reviews but in this case, I made an exception! From the first call we made to Max in August 2022 which was made based on other excellent reviews, until today where we are soon to be collecting the keys to our first new home that we never thought would be possible, Max has been exceptional. He has guided us through the whole process from start to finish and made everything so understandable and simplistic for us. I can only echo what all the other reviews have already written but honestly, if you are reading these reviews as I did to find a reputable and fantastic company then give them a call as you will not be disappointed. Thank you Max for everything you have done for us and speak soon mate
Max at Essex Financial Planners was a great help when I was looking for a mortgage and life insurance. He was always available to answer my questions and guide me through the process. Max was professional and provided excellent service, helping with every aspect of my mortgage and insurance needs. I would highly recommend Max to anyone seeking financial planning services. Big thank you from Steve & Christy
Max is literally the best mortgage broker ever! In a tumultuous market and with a difficult property, he was the only broker out of many who managed to secure us a fantastic mortgage. He spent so much time going through options with different lenders, breaking down all the information and helping us with paperwork. He explained every single step and was always available to help and answer questions. Even after the deal was signed, he took time to discuss insurance options and reassure us when our exchange was taking a long time. Without Max, we wouldn’t be moving into our new home! We will definitely be back to him when it comes to a new mortgage or moving home. Highly recommend and we will be passing his details to all of our friends and family.
Max was professional, efficient and took his time to explain everything in "layman's terms". He understood our current needs as well as discussing options to help us plan for our future. We feel assured and grateful that we have received the best rates and advice available to us right now.
Max is amazing! As first time buyers the process can feel daunting, Max was always friendly, professional and knowledgeable. He went above and beyond to answer our questions and always responded so quickly. I would 100% recommend Max to anyone. Thank you so much!
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