Max Waterman

Having worked in finance for 8 years, in 2019 in became clear to me that I wanted to work with people, rather than spreadsheets. I soon qualified as a Mortgage and Protection Adviser and help people fulfil their dream of owning a home. I have worked as an independent adviser with Essex Financial Planners ever since.

After two years as a Mortgage Adviser it became clear to me that I wanted to be able to provide my clients advice in all aspects of Financial Services, namely pensions, investments and inheritance tax planning. In 2022 I furthered my qualifications and I am proud to say I am now also an Independent Financial Adviser.

When not in the office or out visiting clients, I enjoy playing golf, listening to music and following Spurs.