Essex Financial Planners - Westcliff-on-Sea

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 👊🏼

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.

Chloe G.

Can't speak more highly of Max and his services!

We have used Max as our mortgage advisor and he has been excellent from start to finish.
As first time buyers, not only has he been an excellent mortgage advisor, he has advised us of the process, answered questions along the way (even things that aren't related necessarily to finances, but the general buying process - as first time buyers we had quite a lot of these!), and been amazing at communicating throughout.
He has been on hand via email and WhatsApp and would regularly update us about our progress. He also kept an eye on the market and applied for a reduced interest rate when possible which we are very grateful for. From advising on insurances and getting us competitive and reasonable rates to ensure cover, as well as general financial advice along the way - Max's knowledge and assistance has been unmatched.

We will be recommending him to anyone needing a mortgage advisor in the future and will certainly be using Max again.
Honestly, we can't thank him enough for his support through this whole process!

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.

Lee M.

I was recommended to use Max Waterman at Essex financial planning. Against all odds , Max found me a much better mortgage and from switching from an interest only to repayment, Still managed to bring my monthly payments down !! Even though mine was a complex lengthy case, Max was a wealth of information and patience throughout the whole process. I will continue to use Max when I come to remortgage again. I would also recommend him in a heartbeat to anyone of my family or friends. He provides sound financial advice with a no jargon approach ! Truly a lovely guy, And always at the other end of the phone with help when I needed it! I can’t thank or praise Max enough!