Chloe gave thorough and clear advice regarding my Teachers Pension, she explained things really well and took time to ensure that I understood before moving on. Chloe answered all my current questions... Vis mer
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
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From first contact to final product purchase took a mere 4 hours over 2 days. The home insurance specialist Linda exemplified everything I would want in terms of personal care and attention. She made... Vis mer
Friendly and informative service we felt comfortable asking questions about mortgages and interest rates. Ranveer was very open and clear about the service and what they can provide and in the end we... Vis mer
I spoke to Steve Brooks who was very friendly and explained things clearly to me. He was able to answer any questions I had and helped me make some decisions for my future provision. A very enjoyable... Vis mer
Informasjon om virksomheten
- Finanskonsulent
- også i
- Finansinstitusjon
- Investeringstjeneste
- Lånemegler
- Personforsikringsselskap
- Økonomirådgiver
Skrevet av virksomheten
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.
Kontaktopplysninger
Colmore Circus Queensway, B4, Birmingham, Storbritannia
- financialreview@wesleyan.co.uk
- wesleyan.co.uk
Ber kundene om å skrive anmeldelser
Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative
Har svart på 100 % av de negative anmeldelsene sine
Svarer vanligvis i løpet av én uke
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
I greatly appreciated the opportunity…
I greatly appreciated the opportunity to speak to the same advisor for my recent annual review (Tom Kearns), who was able to cover a lot of information & additional questions in a relaxed way. He was very generous with his time, & prior knowledge of my circumstances meant that I was able to focus on areas of importance at present & also obtain further specialist information.
Having had a number of Wesleyan investments/policies for over 15 years, I would highly recommend their services & the value of the Ongoing Advice Service.
EST Appointment-Chloe Maher
I had a prompt reply after filling in an online form i found on Facebook. Someone called me back within a couple of days as i completed the form on the weekend. They found out what requirements i had, and then booked a convenient time for me to speak with a specialist.
Chloe was very professional and patient, as i was ignorant about the TP scheme and had too many questions. At the end of the appointment, i had a very clear understanding of the TP and was able to take decisions about what i have to do, with confidence. I am very grateful for this service and that i got to speak with Chloe, all for free! Thank you very much Chloe, you helped me massively!
Thorough review and planning for the future
Eli Black reached out whilst my usual advisor is on leave. It was easy to arrange a meeting and Eli walked through each of my policies and was able to address the questions I had. We reviewed my appetite for risk, where I was in terms of working/retiring and how to minimise tax burden.
Friendly and informative consultation
Friendly and informative consultation. Andy was very knowledgeable and explained my options thoroughly giving helpful advice.
EST Appointment – Chloe Maher
Good communication prior to the meeting and very helpful and clear information. Chloe asked me what I wanted to get out of the appointment and checked my understanding and if I had any questions several times. She was professional and friendly.
'EST Appointment – Naz Tiwana (EST Agent Name
Naz was able to clearly explain how my three types of teaching pensions worked and what the benefit of taking my pension at different ages would be. I was struggling to make sense of it all before the meeting and now feel confident of what my next step will be.
very clear and helpful explanation of…choices open to me at various stages and ages.
very clear and helpful explanation of Teachers' Pension, thank you.
Excellent experience
Samantha Reilly-Walling was very reassuring during our remortgage process. She took her time to listen to our requirements and do lots of research to find exactly what we needed. What can be a daunting and stressful process was made much less so by Samantha and we would highly recommend her to any future prospective clients.
Outstanding financial advice
Deborah Cardona has listened to our financial needs and given us thoughtful advice and options to consider. She took time to get to know us and then help us navigate the financial world. Wesleyan have delivered great financial growth, thank you.
EST appointment Chloe Maher
Clear precise information. Very helpful.
Great
I'd like to thank Lajiwinder today. For his fantastic Customer Service. He was charming and seemed very efficient.
Very easy to talk to
Very easy to talk to , very polite and knowledgeable without any pressure.
Have been with the Wesleyan since I…
Have been with the Wesleyan since I can't remember. They have always served me well and they definitely get my recommendation. A special thanks to Andy Shaw who went through my options recently on a one to one.
Taking the time to help!
The whole experience was totally professional. Caren McCusker was very helpful and informative and made me feel that she would take time with me and listen to what was being said and then respond. I didn't feel rushed - total support throughout. Thank you - Phil
Excellent service and advice from Keith (Johnston)
Our interactions and interactions with Keith Johnston were excellent. He'd thoroughly studied our financial situation and provided very useful analysis and reassurance. At this stage in our lives he also outlined what our next actions might be and gave confidence not only that we were on the right track, but that his knowledge and experience would help us remain in a good position financially as we go throughthe next stage of life.
Andy Shaw who I spoke to was really…
Andy Shaw who I spoke to was really friendly and explained all of my options in a manner that made sense and was easy to understand.no pressure was put on myself to make a decision regarding my retirement plan. Thank you Andy.
Clear and concise service
My caller was Polite and very clear I his explanation of my options. He explained everything clearly.
EST appointment - Naz Tiwana
I had no idea about my pension - Naz was extremely helpful and was able to answer all my questions. He was very clear about how Wesleyan could support me in the future.
Absolutely no pressure.
Would recommend without a doubt
Excellent service
I had a few meetings with Nadine Nelson. Nadine was very easy to talk to, replied to all of my emails extremely quickly and was a very helpful and knowledgeable financial advisor. I am very happy with the service I received from Nadine at Wesleyan and would not hesitate in recommending her.
EST Appointment – Chloe Maher
Excellent meeting on Teams with Chloe. Very helpful, knowledgeable and professional young lady. Already recommending her to my colleagues.
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