Essex Financial Planners Reviews 1

TrustScore 3.5 out of 5

3.7

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Company details

  1. Financial Consultant
  2. Income Protection Insurance Company
  3. Mortgage Broker
  4. Shareholder Protection Company
  5. Term Life Insurance Provider Company

Written by the company

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 a wide range of advice which includes Mortgages, Family Protection, Investments, Estate Planning and Retirement Planning. We also offer full corporate services for small, medium & large businesses wanting advice on areas such as Auto Enrolment, Executive Pension Schemes, Keyman and Share Protection. Our advisers are highly experienced individuals who provide first class and professional advice on all financial matters. We offer our clients an initial face to face or telephone meeting to establish what advice is best for you.


Contact info

3.7

Average

TrustScore 3.5 out of 5

1 review

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Rated 5 out of 5 stars

First class service!

We had the pleasure of meeting Max who helped us port our mortgage when we recently moved house.

We were absolutely delighted with the service we received and a big thank you to Max for his professionalism, attentiveness and fantastic communication throughout the whole mortgage process. I'm self-employed which always makes getting a mortgage a little more complex, but Max skilfully guided us through the process and was able to arrange a superb deal for us that ticked every box! Would highly recommend Max at Essex Financial Planners, we will definitely be using them again!

Date of experience: December 07, 2023

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