Essex Financial Planners

Moving home and finding the right cover comes with enough stress, so finding Max and Essex Financial Planners was key, as he alleviated any initial worries we had. Whilst going through the exchanging process, Max went above and beyond to ensure we were comfortable and up to date, as we moved closer to our move date. Communication was brilliant and it was really lovely to meet with him face to face. Calm and reassuring, we would highly recommend Max and will continue to use his services in the future.Hayley and George

My husband and I recently had the pleasure of speaking with Max when we needed to remortgage. He demonstrated a deep understanding of the market and displayed a commendable level of pragmatism. As we progressed, there were numerous changes in the wider economic landscape that impacted mortgage rates and market conditions. I was impressed by his proactiveness in keeping us informed and his willingness to reassess the initial recommendations based on the evolving circumstances.I can confidently say that Max exceeded my expectations. His understanding of the market, adaptability to changing circumstances, and pragmatic approach made the mortgage process seamless and stress-free. I would highly recommend Max’s services to anyone seeking a knowledgeable and flexible advisor who genuinely has their clients' best interests at heart.

Max was brilliant helping us with our move from Liverpool to Leeds. Nothing was too much and even when things looked bleak he pulled a bit of magic and we’ve needed up with our perfect family home!

From start to finish, we had a seamless experience with Max. He supported us through finding a new mortgage deal (which given current interest rates was a challenging situation), and demonstrated empathy and understanding at every turn, as well as making sure everything was fully understandable so we could make an informed decision. He has also been instrumental in supporting us in sorting life insurance and arranging appointments to finalise our wills - things that we have kept putting off. I would recommend Max to anyone who needs empathetic and informative guidance.

Max was an incredibly helpful mortgage broker for our recent home purchase. From the very beginning, his expertise and knowledge were invaluable as he guided us through the process. He took the time to explain various mortgage options, answering all our questions. He was always on hand to answer any queries and we never had to wait long for a reply, which made us feel valued as a client. He made sure we understood every step, making us feel confident in our decisions. Max’s assistance was invaluable, and we would definitely recommend his services to anyone seeking a seamless mortgage experience.

My partner and I were looking for critical illness cover as there is history in our family.Max got the best cover for us and made it all very simple to understand. I’d definitely recommend his services to anyone who needs simple yet affective advice and coverage for all their needs.

Max has been brilliant from start to finish throughout the purchase of our first home and provided an excellent service. He was always available to answer any queries / concerns that we had.He has been supportive and provided us with outstanding communication.We would highly recommend Max and Essex Financial Planners.Thank you from Aidan & Steph

I can’t recommend this company enough. Max Waterman was my financial consultant and he went above and beyond for me to help secure a mortgage under really difficult circumstances. I needed to take it beyond retirement age but he pulled out all the stops and got my mortgage for me at a great rate. I couldn’t have asked for more. Thank you so much

From start to finish Max was there to help and support with every step of our mortgage application. He provided the advice and guidance we needed and he made the whole process seamless and as stress-free as can be. He went above and beyond whenever we had any questions and was always a phone call away. He was highly professional and we felt like we were in a safe pair of hands throughout. We will continue to use and always recommended Max to friends and family going forward. Exceptional service and couldn’t recommend more. Thanks Max!

Cannot thank Max enough for the help he's given us remortgaging.Our 2 year fixed rate ends in September 2023 and like most people we were worried about the inevitable rate increase we was facing due to the current climate.We spoke with Max on Thursday and by Friday afternoon he had secured us our new rate.Max put our minds at ease and looked at all our options, he gave us 2 year, 5 year and options that extended our loan agreement so we could decide what was best for us.Max gave brilliant advice, help and support and sorted everything out with our mortgage provider. I'm so pleased we got in touch early and we would definitely recommend Max and Essex Financial Planners! Thanks again! Heather & Bill.