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.
EST Appointment - Chloe Maher
Chloe was knowledgable and explained everything very clearly. She answered all our questions, making the complex subject of teachers' pensions comprehensible to us. We didn't feel rushed. Chloe took time to understand our situation and explain our statements to us.
Pleasant conversation with reassuring…
Pleasant conversation with reassuring outcomes. Questions were addressed and plans for future suggested. Entirely positive meeting with good quality advice, I feel.
EST Appointment – Satish Mall
I had an online meeting with Satish Mall, an Education Support Specialist at Wesleyan Financial Services. I asked him several questions about my teacher's pension. Satish is very knowledgeable and was able to answer all my questions clearly and without rushing. He also mentioned that I could contact him again if I needed any further clarification on the points discussed.
Thank you, Satish, for your assistance and expertise.
Tom our advisor was excellent
Tom our advisor was excellent. He was very thorough, extremely pleasant and very knowledgeable. We always learn something new during advice sessions.
Satish Mall -really helpful advisor
Satish was really helpful and easy to talk to. He explained things clearly and kept checking if we un. A big thank you.
Clear and informative
Chloe was incredibly informative throughout the meeting. She ensured that I understood everything fully and was very clear. Her advice for my next steps was very useful.
Great and informative session with…
Great and informative session with Karen Smith, who was very patient and kind when dealing with folks as clueless as ourselves. Learned a lot.
I have been with Wesleyan for 56 years
I have been with Wesleyan for 56 years. I am now trying to retrieve some of my funds. They are impossible to deal with! Incompetence doesn’t even start it. If I were to list my grievances, it would make a book. I would suggest anyone looking to invest, give this company a very wide berth.

Besvarelse fra Wesleyan
I had heard how great Wesleyan are and…
I had heard how great Wesleyan are and having experienced it first hand now I can see why people have been so positive about their experiences. Raj Swali was excellent. She was extremely knowledgeable and extremely helpful, patient, supportive and I am so grateful to her for everything that she has done.
EST Appointment – Naz Tiwana (EST Agent Name)
Really valuable and informative session with Naz. He took us through our pension statement step by step, making sure we understood the options available to us. Any questions were answered in detail, clarifying our understanding. Would highly recommend.
Karen Smith knows how to relate well to…
Karen Smith knows how to relate well to a person’s needs and explains information clearly. She is always happy to clarify or go over something if asked. She’s efficient and keeps to time without rushing through things.
She sets a comfortable pace with the right level of detail.
Eli Black was great
Eli Black was great - very personable with an excellent knowledge of her field. She listened carefully and communicated her thoughts and ideas clearly. A very productive meeting. Thanks
This was the best review we have had…
This was the best review we have had with Wesleyan. Tom was superb and listened to us carefully. The advice he gave was 'first class'. The most important part of the review was Tom's empathy. We have not received this before. He encouraged us in what we have done and said he agreed this was the best course of action and he thought our plans and actions were the best. This was a really good outcome for both of us!
Useful meeting
A really useful meeting. Chloe was well prepared and knowledgeable. I now know more about my pension structure and the decisions I need to make over the next few years. It is good to know I have options with regard to my current career too, without impacting my pension significantly.
Teachers Pension Advice.
The advisor was helpful, patient and informative. He understood the various options available and explained them in simple language.
As a result of this meeting I will be proceeding with a meeting that will provide me with the calculations to make an informed decision.
Fantastic service
Had mortgage advice through Wesleyan. Mortgage advisor Ranveer Khatkar was incredibly knowledgeable and helpful. Very prompt responses and convenient meetings. Would definitely recommend.
The explanations provided were clear…
The explanations provided were clear and insightful and Naz was fabulous. He listened to us and adapted his responses based on our personal circumstances… he was fabulous.
Excellent Service
Ifty Bhatti was incredibly helpful in supporting us to identify the right mortgage product for our somewhat complicated circumstances. He was very thorough, went through several available options to help us find the right choice for us. Would strongly recommend
I spoke to Chloe Maher about understanding my teacher pension statement
I spoke to Chloe Maher about how my teacher pension works and the financial options available to me. She was very personable and skilled at explaining the pension statement to me. There was a lot I hadn't realized and I'm very grateful for the advice.
Ian Hodge review Wesleyan
Ian Hodge was very confident and confident, gave good advice and interesting suggestions for the future way forward.
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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.







