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.
Ranveer Khatkar dealt with our…
Ranveer Khatkar dealt with our remortgage. She was friendly and professional throughout the process. Ranveer was easily contactable and always responded quickly. I highly recommend Ranveer and Wesleyan.
Our mortgage advisor was excellent
Our mortgage advisor, Ranveer Khatkar, was excellent. We don't have a lot of experience with the mortgage process and our circumstances were a little unusual but Ranveer provided excellent advice throughout the process. She was knowledgeable, thorough, friendly and helpful.
Trust is important for any kind of financial advice and I found Ranveer's approach to her work and clarity of her information provided a great deal of reassurance in what can be a confusing process.
Lakhwinder was extremely…
Lakhwinder was extremely pleasant,helpful and knowledgeable and worked very hard to get a good car insurance quote for me.
First Class!
EST Appointment – Satish Mall
EST Appointment – Satish Mall
Excellent. I know very little about pensions. The explanations were really clear and have taken a weight off my mind. I now feel able to make sensible, planned decisions. I asked lots of questions each of which was expertly answered.
EST Appointment – Chloe Maher
An extremely good and informative consultation in which all my questions were answered by a friendly and knowledgeable consultant. I was very happy with the service - thank you Chloe!
Diane Taylor. Financial advice and support.
So happy to have Diane advising me on my investments.
Diane has taken the time to understand my particular situation and ongoing needs, goals and preferences.
Her advice has given me confidence in the products I have held for 15 years and I now feel that my, and indeed my daughter’s, financial future is settled and secure.
Should anyone wish for client recommendations I would recommend Diane without demure not only for her professional advice but also for her patience and understanding.
I look forward to our ongoing professional relationship and Diane’s support.
Andy Shaw provided detailed and…
Andy Shaw provided detailed and informative advice in a friendly and easy to comprehend manner.
Very Useful and Helpful information
Mr Shaw explained clearly and concisely the options available to me. His information was most useful and was given in a friendly and helpful way.
Mortgage within a week
We booked our initial consultation 1 day after moving back from Australia where we had been working for two years. We were keen to buy a property and our advisor Ifty Bhatti was great from the get go! We had a mortgage within a week which was great as although we are from the UK we had been working abroad. Would absolutely recommend Wesleyan for any doctors looking to buy a house.
Excellent service
The teacher pension is a minefield but Chloe was great at explaining all the elements of my pension. From the emails prior, to the meeting we had to discuss my options, Chloe was fantastic and answered many of my questions as we went along. I feel like I am beginning to understand where I’m heading over the next year or two.
EST Appointment – Chloe Maher’.
Absolutely excellent session with Chloe today. She took us through our teachers' pension statements and was able to explain every aspect clearly. The appointment has given us the knowledge to make more informed decisions about our future. No hard sell or bias. Chloe was pleasant, informed and generous with her time. This was an invaluable service that I suggest all teachers take advantage of ASAP.
Helpful review with Andrea Gregory
Very helpful and useful annual review with Amdrea Gregory yesterday.
Highly recommended
Would highly recommend Nadine Nelson who has been our mortgage adviser at Wesleyan. Throughout the process she has been responsive and efficient, and particularly helpful in answering all our questions as first time buyers. She has been thorough in her research and clear in the options she presents to us, tailoring them as required for our circumstances. Thank you very much.
very helpful and considerate
Having e mailed Andrew Thompson Advice Service Consultant after receiving a letter from him regarding my policy his response was quick and kindly written i explained in my e mail that i have issues on the phone as i am hearing impaired and he was very understanding to that matter, and even gave me an email address for me to contact in an arrear he was not able to assist.
Excellent personal service from a great organisation.
I dealt with Chloe Weber, Mortgage Adviser. She provided an excellent service from start to finish. She carefully assessed my needs, found a great product that met them all and then efficiently procured it for me. All this whilst maintaining a warm and friendly approach throughout. Highly recommended.
EST Appointment – Satish Mall
From the initial call to request an appointment to the actual online meeting Wesleyan performed perfectly.
Satish consumed the information I sent in advance of the meeting which meant that we could get straight down to business. He was helpful, insightful and offered clear guidance without pushing for more from me.
Thank you.
Happy with the advice received and the…
Happy with the advice received from Elinore and the time spent looking at options now, and for the future.
Helpful and friendly service
We had such a positive experience with Samantha Reilly-Walling at Wesleyan. She was friendly, approachable and incredibly helpful from start to finish.
We needed support with remortgaging as well as reviewing our life insurance, and Samantha really took the time to understand what we needed and help us find the right solution. She explained everything clearly, was always happy to answer our questions and made the whole process feel much less overwhelming.
We really appreciated her time, expertise and the personal service she provided. We would definitely recommend Samantha to anyone looking for professional and supportive advice.
Wesleyan financial review
Tom Kearns offered an informative service and clearly explained all the options available to me.
Excellent experience all round
Excellent experience all round!
Victoria was wonderful and went over and above to secure me a mortgage offer. I had a slightly more complicated situation where I hadn't officially started my job so she really worked hard to get me the offer. She was hugely informative, a great communicator and will be someone I will definitely go back to in the future. I couldn't recommend Victoria and Wesleyan more.
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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.
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