Essex Financial Planners - Westcliff-on-Sea

Essex Financial Planners is a reputable and well-established financial services company located at Address: 26 Hamlet Ct Rd, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 7LX, United Kingdom. They can be reached by phone at 1702347734 or by visiting their website at essexfp.com. Essex Financial Planners specializes in providing a range of financial services, including financial consulting, income protection insurance, life insurance, and mortgage brokering. Additionally, the company offers convenient online appointment scheduling and onsite services at their accessible location, ensuring the needs of all clients are met, including those with wheelchairs, thanks to their wheelchair-friendly entrance and restroom facilities.

With an impressive track record and a commitment to providing exceptional service, Essex Financial Planners boasts a solid reputation among their clients. The company has garnered 120 reviews on Google My Business, averaging an impressive 5/5 rating from satisfied customers. This glowing feedback speaks to the dedication and expertise of the staff at Essex Financial Planners, who strive to offer tailored solutions to help their clients achieve their financial goals.

For those seeking a reliable and knowledgeable financial services provider, Essex Financial Planners is an excellent choice. With their convenient location, comprehensive range of services, and commitment to accessibility, this company stands out as a top option for anyone looking to secure their financial future. We highly recommend visiting Essex Financial Planners at their address in Southend-on-Sea or contacting them through their website to learn more about how their team can assist you in reaching your financial objectives. Don't miss the opportunity to take control of your financial well-being – contact Essex Financial Planners today

👍 Reviews of Essex Financial Planners

Michael O.

5/5

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.

Ellie B.

5/5

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.

5/5

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.

5/5

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 👊🏼

JM W.

5/5

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.

James L.

5/5

Max provided great advice throughout the process of buying my first home. He made the whole process really easy and gave clear and concise advice. I would highly recommend!

toby D. H.

5/5

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

Chris W.

5/5

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.