Essex Financial Planners - Westcliff-on-Sea

Alexandra C.

We recently had the pleasure of working with Max and it’s hard to summarise just how appreciative we are for his help. His full support was truly felt from the first call and his level of compassion was a refreshing relief in one of life’s big events. As first time buyers we walked into the unknown overwhelmed and Max immediately reassured us he was on top of things. He made the confusing simple and the process easy, we couldn’t recommend him enough.

Michael O.

Max! What can I say! Above and beyond in every way! Max is very knowledgeable, friendly and outstandingly caring. He took the time to make sure we understood everything we needed to know to make informed decisions and gave his expert advice on the most likely best course of action at every turn. I’m a contractor and so my situation was a little more complicated but Max was able to successful navigate to the right solution for us. We have successfully moved into our first home and set ourselves up with the appropriate cover for our situation. Max made this process straight forward and easy. I would highly recommend his services and Essex Financial Planners. We look forward to working with Max across our financial affairs in the future as we grow.

Jess A.

We have just remortgaged through Max and it was seamless from start to finish - Max helped us move house a few years ago and now helped us to secure a mortgage that works for us. He supported us to explore how we can make it affordable and is so knowledgeable and calming - helping us to solve problems and always on hand for any questions/worries. Thanks for your help Max. A lovely bloke and great at what he does - we’ll use you again and again 🙂

Saul A.

Max was absolutely fantastic. Throughout a long process for buying my first flat he kept me in the loop and made me feel assured and confident in his process. I cannot recommend him highly enough.

Ellie 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!

Ellie W.

We honestly can’t thank Max enough for all of his help and support throughout our first time buyers journey. He made the process so smooth and easy, as well as making it simple to understand throughout. It was a pleasure working with him, and we would highly recommend! Thank you 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!

Gavin L.

Max was the mortgage advisor everyone hopes for but rarely finds!

Incredibly conscientious, hard working, and with your best interests at heart, I couldn’t recommend his services enough.

If you’re looking for a mortgage advisor, choose Max.