Essex Financial Planners - Westcliff-on-Sea

Elliya B.

I can’t recommend Max’s services enough. Not only was Max on hand to provide advice throughout the mortgage process, but he also did so with a smile on his face and super fast! Max helped with our insurance policies and our mortgage and provided valuable advice and guidance throughout the process. Thanks Max!

Michaella B.

We had a pleasure working with Max Waterman of Essex Financial Planners after receiving a personal recommendation. From the very start he was very knowledgeable, and as first time buyers he answered all of our questions with clarity and patience. His communication was always prompt and thorough which really helped put our minds at ease through the process. What stood out the most was his efficiency and approachable demeanour. He managed to get everything sorted and turned around quickly, ensuring that we were ready for our completion date without any delays. His calm and confident approach made us comfortable contacting Max with any queries night or day. We highly recommend Max for anyone looking for expert mortgage advice. He made a potentially overwhelming experience seamless and stress free for us. Thank you once again for your outstanding service and support even after completion!

Ste H.

Max is a one of kind, the process with him from start to finish made our first time buyers home process smoother than we could have imagined. Max was always available at the end of the phone, guided us through aspects of the mortgage we didn’t know existed and helped us be prepared for all possibilities when purchasing a home. He constantly kept us updated on interest rate news and renegotiated several times for us as it dropped in recent months. A huge thank you to Max and I could not recommend highly enough. Ste 👊🏼

Chris W.

Had a great experience getting a mortgage deal with Max from Essex Financial Planners. I really felt like he had my best interests at heart and made things easy and clear to understand. I will definitely be using EFP again.

toby D. H.

Absolutely brilliant. Max has recently helped us purchase our first home. It ended up being a quick process and relatively painless. We went from 'we'll talk to an advisor and see what we can do,' to buying a house in just 4 months. Max is articulate, intelligent but above all unbelievably caring. He genuinely wants to help you and I love the passion he has for helping you take the next step in your life. He applied for lower mortgage rates as soon as possible, explained every key step in the process which the solicitors and agents were somehow failing to do and was available on all platforms whenever we needed him. He has helped us with the relevant insurances and provided us with multiple options after listening to our feedback. Max is brilliant and I can't recommend him enough. Once the dust is settled I am sure to continue to use his services for my own personal finances. Thank you Max

JM W.

Max was very attentive and quick to respond to queries. He was able to address a lot of our questions and concerns within a short time period and the entire experience felt very personal. I will go to Max again when I need to remortgage.

Vicki D.

I cannot speak highly enough of Max, his time, care and individual approach to helping us secure our first home was invaluable. He went above and beyond to make sure I understood every step of the process and was so supportive. Would highly recommend to anyone. Thank you so much again for everything.

ciaran O.

Max is articulate, diligent, detailed orientated, always available to discuss any questions I had (no matter how trivial the questions were) and is completely focused on getting the best products and offers for his clients.

We encountered a few issues with third parties involved in our sale process and Max was quick to provide viable and cost effective solutions for us to solve the issues we had.

I have recommended Max to a number of friends and family and will continue to do so.