Welcome to EFM

EFM Office
Leigh House, Broadway West
Leigh-on-Sea, Essex, SS9 2DD

T 01702 482284
E enquiries@efmgroup.co.uk

Our Mission Statement

"integrity, excellence, innovation and true professional value"

 

 

Graham Berg ACII DipFA CeMap

Graham founded the company in 1991. Previously an Underwriter with a major International Insurer, Graham’s main areas of specialisation are Financial Planning and Wealth Management. Graham works with clients (both personal and corporate) in order to take them through the various life stages of Wealth Generation, Wealth Enhancement and Wealth Preservation. He prides himself on detailed technical knowledge presented in an understandable manner. Graham is a Chartered Insurance Practitioner. He also holds the Diploma in Financial Advice and the Certificate in Mortgage Practice.

 

 

 

Mark Felman ACII

Mark has been an Insurance Broker for over 30 years and joined EFM in 1996 . Mark is responsible for the running of the General Insurance Division which has grown significantly under his direction. Its commercial client base spans a broad spectrum of professional and commercial sectors both in the UK and overseas. Mark has a wealth of experience across a very wide range of insurance classes. Mark has helped develop the business by promoting long term professional relationships with an expanding client base. He is a Chartered Insurance Practitioner.

 

 

 

Robert Rix CeMap

Robert has been an adviser in the Financial Services industry since 1994 and works in conjunction with Graham Berg within the Wealth Management Division. He prides himself on building long term relationships with clients by providing a comprehensive and professional service.

 

 

 

Maureen Storelli

Maureen joined EFM in July 1997. Prior to this she worked for various well known Institutions in both London and Milan including stockbrokers, banks, insurance companies and chartered accountants. Maureen provides a broad range of administrative support across the Group. She also speaks Italian fluently!

 

 

 

Ben Bray

Ben is Group Development Manager and has a brief that extends across all Group companies including EFM, TicketPlan, Insurance Scheme Solutions and Specialist Risks. He has wide experience across the telecommunications and financial services industries most recently working at the very cutting edge of financial services software development and marketing.

 

 

 

Gillian Wilson

Gillian had a long and distinguished career with a large multinational Financial Services Organisation. She was involved in many aspects of that business including finance and the management of specialist projects. Gill joined EFM in 2010.

 

 

 

Lottie Ramsay

Lottie joined EFM in 2010 as an Account Handler within the General Insurance Division. She provides comprehensive support and is often the first point of contact for many of our clients. Lottie has previous experience in retail and media.

CONTACT OUR DIRECTORS

Email Graham Berg01702 482 284
Email Mark Felman01702 482 284
WEALTH MANAGEMENT COMMERCIAL INSURANCE INSURANCE SCHEMES

INDEPENDENT, IMPARTIAL AND PROFESSIONAL ADVICE ACROSS A BROAD RANGE OF INSURANCE AND FINANCIAL SERVICES
FOR OVER 20 YEARS