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.
Received clear information from Andy…
Received clear information from Andy Shaw.
EST - Marcus-Excellent advice on Teachers Pensions
Marcus was so helpful and explained everything clearly. He answered my many questions and I now feel more in control of my pension and the options available to me. He was extremely knowledgeable about the different pension schemes, how they work and how this could effect me in the future.
I met with Satish to discussion my pension
I met with Satish to discussion my pension. He was informative and helpful. I certainly understand my pension much better now! Many thanks
Andy Shaw really took the time to listen
Andy Shaw really took the time to listen carefully to my financial circumstances and offered fantastic advice to me over the course of the meeting. Invaluable for someone like me who finds the whole process of investing very stressful!
Investment Review
Andy sent a letter last week advising he would call, which he did earlier. Andy answered all my questions and gave several good pointers regarding IHT, he also offered the option of a further appointment to discuss any specific investment matters in more detail. Many thanks Andy.
Financial review
Steve Brooks was thorough, professional and friendly. I felt at ease during the review,and confident that my position was understood.
5 star service
Satish was incredibly helpful. He was able to answer all of my questions knowledgably and set out all of my options and next steps. I would recommend this company to anyone looking for help - the appointment was easy to arrange with plenty of communication about the appointment. There is no hard sell, and I am going to pass on his details to any friends and family looking for advice.
EST Appointment – Satish Mall
Finally a clear explanation about how the ridiculously complex teachers pension scheme works. Although Satish wasn't able to give me individual advice, he gave me the confidence to make some future decisions equipped with some basic knowledge.
Lakhwinder was very helpful!
Lakhwinder was helpful, informative, clear and polite in dealing with my request for a motor insurance quotation. He found my previous details from 2024 in a very efficient manner and this meant that the process was a lot smoother than has proven to be the case elsewhere. He went through various options relating to different levels of excess and how this would affect the premium.
Largely due to the excellent service that I received over the ‘phone and the promise of continued similar support I have decided to go with Wesleyan despite the quote not being the cheapest although by no means unreasonable.
The Wesleyan update meeting was useful
The Wesleyan update meeting was useful. Eli Black was friendly, polite and very clear.
EST-Marcus
Very clear and constructive pension advice.I would highly recommend Wesleyan and will be contacting them again in the future.
Mortgage arrangements
Mortgage was arranged for us by Ashley Eades. He was extremely helpful and was able to sort out a few issues for us.
EST Appointment – Chloe Maher
Chloe was extremely helpful and I would highy recommend booking an appointment with her to understand your Teacher's Pension Statement. She gave me clear advice on how to move forward and I will definitely be booking a follow up appointment with her along with recommending her to friends and colleagues.
5 Star rating.Eli was kind and…
5 Star rating.Eli was kind and compassionate due to my recent bereavement. She explained my financial review in a friendly professional manner which made it easy to comprehend.
I would recommend a financial review with her and look forward to my next one.
Ranveer Khatkar has been absolutely…
Ranveer Khatkar has been absolutely excellent at helping us with our mortgate and buying a flat. Would recommend!
First Class motor insurance advice and products
A first class professional and customer focused service.
Our Motor Insurance renewal was made easy and resulted in us selecting an excellent policy at a great price. The whole experience was very well managed, with the complex process of picking the 'right' product made easy
Highly recommended!
EST appointment - Chloe Maher
My initial meeting with Chloe was very helpful and she was very knowledgeable about the Teachers' Pension Scheme. It was useful to look at my benefits statement and gain a clearer understanding of my options for planning and saving for retirement. It's given me lots to think about. Thank you
Excellent meeting yet again with Ian…
Excellent meeting yet again with Ian Hodge at Wesleyan. It's nice to discuss matters each year and see what hopes have been fulfilled the following year. Happy to find during our meeting, that we are on track with our finances. Thanks again Ian, we look forward to speaking next year.
EST Appointment
EST Appointment – Satish Mall
Very quick response and was able to answer my queries. Very knowledgeable.
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.








