Essex Financial Planners UK Ltd
We are highly experienced individuals who provide first class and professional advice on all financial matters. We always offer our clients an initial face to face meeting to establish the client’s needs and wants, building a relationship to move forward.
We can advise you on
Buying commercial property
Last authorised 30th November 2020
Meet our advisers
Mortgage & Insurance Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
What our clients say
Just like to say thanks to Max Waterman for the hard work he put into remortgaging my buy to let properties during the lockdown period. With offices shut and surveys cancelled perseverance eventually resulted in all my property remortgages being completed making myself long term significant savings. Thanks again Max one happy customer.🙂
Max was able to accommodate our tight schedule during lockdown and helped simplify things in order for us to make well informed decisions. Would highly recommend!!!!
Can’t praise this company enough. I needed some form of insurance that would give my children a lump sum to cover my funeral costs. I was visited by Max who went through all the paperwork with me and looked at different options that would suit my needs best. No hard sale, my choice on what I wanted and a great outcome. I feel very confident and satisfied that I have the best policy for my children. Very professional service. I highly recommend Essex Financial Planners.
Me and my partner were looking for life insurance, following the birth of our newborn baby boy. Max visited us in our own home and sorted us out with life insurance and critical illness cover! He was very professional and efficient, making the process as easy as possible for us - I would highly recommend!
Would highly recommend.
Max was super helpful and ensured we understood everything. Fantastic service.
Very professional, explained everything to me clearly so I knew exactly what I was getting for what I was going to be paying for life insurance. Lovely service, felt very looked after and knowledgeable with protecting my family. Would highly recommend!
Essex Financial Planners Ltd was formed in 2001 and is well established in providing Independent, whole of market Financial Advice for all individuals and companies across the UK.
We offer advice on a wide range of services which include Mortgages, Family Protection, Investments, Estate Planning and Retirement Planning.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward; You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
As financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below;
Where to find us
Head office address: 26 Hamlet Court Road, Westcliff On Sea, Essex, SS0 7LX
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.