As the teachers pension specialist I was interested in my options as I neared 60. Paul Rogers was exceptional leading me carefully and concisely through my figures and options. From his advice (and fr... Se mere
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
I had my annual financial review with Tom Kearns. He was very pleasant and understanding and I felt at ease discussing my finances. He was very knowledgeable and able to impart information in a clear,... Se mere
Rich has made all that i do simple to understand . i am more than happy with his advice , and with the products . i would recommend Wesleyan Financial services, and their financial advice to any... Se mere
Scott was excellent, nothing was too much trouble for him, we did have slightly unusual requirements but he succeeded in fulfilling them! Would heartily recommend, thank you!
Virksomhedsoplysninger
- Økonomisk rådgiver
- Finansiel institution
- Finansrådgiver
- Investeringsservice
- Personforsikringsselskab
- Prioritetslånsmægler
Skrevet af virksomheden
Your money should work as hard as you do. Wesleyan Financial Services help doctors, dentists and teachers build wealth, protect their income and create long-term financial security. Straightforward advice and long-term support - throughout your career and beyond. Charges may apply.
Kontaktoplysninger
Colmore Circus Queensway, B4, Birmingham, Storbritannien
- financialreview@wesleyan.co.uk
- wesleyan.co.uk
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Har besvaret 100 % af deres negative anmeldelser
Svarer typisk inden for 1 uge
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Excellent service from Chloe
Chloe appeared young to an oldie like me but she was very professional and smartly attired. She has excellent knowledge and talked me through my benefit statement very clearly. Her diction was superb and there was never any confusion understanding her.
She offered further services but was not pushy. I thought she was fabulous, thank you Chloe
Keith Johnston
Keith Johnston at Wesleyan is absolutely great to work with. He is very knowledgeable, even in areas that a typical adviser wouldn't be! He is also very attention to detail and you can rest assured that he will send you updates on your case without you even having to ask. He is very to the point but also explains everything in great detail to allow you to get your head around your case. He is very easy to talk to and very accessible, should you need him at any stage of the process. I highly recommend him!
Helpful and reassuring meeting
Elinore explained everything we needed to know in very clear terms which we could understand. We felt confident in being listened to and that our retirement funds are well invested.
I am very happy with the way that my Wesleyan plan is progressing.
I was also pleased that my reluctance to complete a 'ticky box' assessment was heard and adhered to, as I have not found that to be a helpful tool in the past.
We came away from the meeting feeling very reassured. Thank you.
Welyan Financial Review with Ian Hodge
Out annual review with Ian proved as useful as always carefully going through our finances overall, how well our Weslyan investment was performing and looking at how we might manage our money in future.. It is always helpful, always thorough and we consider it an important part of our financial management.
Easy to understand financial review…
Easy to understand financial review with all questions answered.
Positive experience
Chloe talked everything through in language I could understand and left lots of opportunities for questions along the way.
I have a fear of all things numbers and finance related but I had such a positive experience and feel much more empowered to interpret my own pension data now.
Chloe was excellent
Chloe was excellent, knowledgeable, clear and responsive
Spoke to linda Core very very helpful…
Spoke to linda Core very very helpful explained in detail . Would highly recommend this company and Linda to help with any querie you have.
Raj was very helpful
Raj was very helpful, calm and knowledgeable. She's able to put my mind at rest about the future and I feel much clear regarding my pension.
very helpful mr andrew thompson
very helpful mr andrew thompson
was kind and very clear
Diane Taylor has been invaluable in…
Diane Taylor has been invaluable in steering me through the complexities of pension application and financial planning for the future. I have been completely satisfied with all the support that she has given me so far.
The advice received from Lee Dobson was around the discrepancies I received from the Pensions Agency
The advice received from Lee Dobson was excellent. He went through my query with patience and explained every detail to me - which I have not experienced from other people that I have spoken to previously.
Financial Advisor was excellent
My wife and I had an Annual Financial Review with Wesleyan. Elinor Black was our Financial Advisor. She was very welcoming, warm, pleasant, patient and professional. She demonstrated a detailed knowledge of our policies and was able to provide very professional advice. She explained complex policies well enough for us to understand. Our decisions were therefore informed.
Elinor was simply, excellent. CH
We have been very reluctant to meet…
We have been very reluctant to meet with other financial advisers other than our longstanding one but we found Elinore pleasant, easy to understand and trustworthy. Very happy to have had her
friendly and professional
Stephen was very friendly and professional. He reviewed my finances and managed to help me to access my account online.
First time buyer as a resident doctor
As a first time buyer, and resident doctor - where our contracts can be quite confusing for the average mortgage broker, I was recommended Wesleyan by a colleague as they specialise in this domain.
I was assigned Nadine Nelson as my adviser and she was excellent and responsive with regards to sorting out my mortgage, exploring what options we have, and with regards to life insurance cover and informing me on the differences in the policies advertised.
It was overall quite a smooth process, and for those in professional roles looking for a mortgage advisor, I would fully recommend their services.
Their fee is paid as commission by the bank so I paid nothing out of my own pocket.
Our financial advisor
Our financial advisor, Seamus King, was incredible when we needed a mortgage approved fast as we found a house we liked. He gave us the best advice and made the whole process easy and straightforward. I can’t recommend him enough. He is brilliant!!
Chloe Webber
My financial adviser was Chloe Webber, and she was excellent - she presented me with the appropriate mortgage options and guided me through the process.
Take the pressure off yourself
Andrew made the whole process stress free. He was able to advise on the best options and he explained the benefits of each one. There was no pressure at all to invest but he could offer advice with this too if desired. There was excellent communication throughout each step and a very professional approach was maintained. Excellent value for money. Would highly recommend it
EST Appointment – Chloe Maher
Chloe was very professional and patient with the information that she shared. We would happily recommend her services.
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
Hér finder du 8 tips til at skrive anmeldelser.
Verificering kan være med til at sikre, at det er rigtige mennesker, der skriver de anmeldelser, du læser på Trustpilot.
Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.








