As soon as I was contacted by Chloe Webber she made me feel very relaxed and confident in my decision to go ahead and get a mortgage. As a first time buyer I knew very little about the process but Chl... 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
Se hva andre synes
I had my annual financial review with Peyton over the phone, arranged at a time convenient to me, I was a little anxious beforehand. However, Peyton took time and trouble to make me feel completely at... Vis mer
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
Spoke to Andrew Thompson tonight, regarding my insurance policies I have, first class service throughout, he was very patient & explained my polices & options & discussed in a way that I could underst... Vis mer
Informasjon om virksomheten
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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
Ingen tidligere historie av å be om anmeldelser
Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative
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.
First class service
Thank you to Eli Black for her time in conducting my yearly review. Wesleyan advice consultants are always personable and knowledgeable about the services they provide. I'm very pleased with how my pensions are performing.
Ian Hodge annual Wesleyan financial review
Ian Hodge, I have now had 2 annual reviews with Ian.
He is an excellent communicator and made me feel safe and comfortable during the meeting. I had some illnesses which could have made it difficult but instead his manner was sensitive and appropriately positive. He is an example of professionalism at its best and is a huge asset to your company. I hope hears this positive feedback and is rewarded
Excellent and Professional Mortgage Advice
Ranveer Khatkar was our mortgage broker for our recent house purchase. From start to finish we were impressed by her professionalism, expertise, and responsiveness. She was a true asset to aide with our purchase and took a lot of the pressure off of us as first time buyers. We had a more complex mortgage situation and she led and guided us through the whole process and unlocked better deals than we were able to find ourselves. Overall would strongly recommend.
Professional and friendly service
Naz was great, really knows his stuff and explained everything really clearly, and answered my questions very competently. A great service provided and I'll definately be back when I next need advice.
Always offer trusted advice about finances
Always offer trusted advice about financial matters- professional guidance is given in a simple to understand way which is certainly appreciated. Ian Hodge was particularly helpful to me today for which I am very grateful.
Friendly, helpful and clear pension support
Chloe was incredibly helpful, giving a clear explanation of my pension breakdown, choices and options. A lovely person - we are very grateful for her help and expertise!
Ranveer was amazing throughout the…
Ranveer was amazing throughout the whole process .Thank you.
Quick and valuable + pertinent response…§
Quick and valuable + pertinent response to my questions
Advise given and appropriate recommendations suggested
EST appointment - Satish Mall
Clear, helpful and informative guidance to help you navigate the complexities of your pension.
Financial review with Eli Black from Wesleyan
Eli Black carried out a thorough review of my financial situation and recommended some actions for going forward. She worked through my financial holdings in a friendly and methodical way, leaving me confident that my money is working well for me. Thank you, Eli.
SH
EST Appointment – Chloe Maher
Chloe provided clear, straightforward explanation of the figures in my benefit statement.
I now feel far more confident in moving to the next stage of planning for my retirement.
I would definitely recommend an initial meeting with Chloe regarding retirement options.
Many thanks
Fabulous
Clear explanations happy to answer questions however silly they were great knowledge of teachers pensions and a lovely manner
Very clearly explained and answered all…
Very clearly explained and answered all my questions. Professional throughout. I would highly recommend Wesleyan for Teacher Pension advice.
Pension Information
Narandeep gave me a really helpful 30-minute Teams meeting to explain my Teachers’ Pension Benefits Statement. Everything was clear, easy to understand, and explained in a way that made sense. I came away feeling much more confident about my pension and would happily recommend him to others."
Great experience today
Ian was friendly, helpful and professional during our meeting today. It was very informative and relaxed and I will be requesting Ian for my review next year.
Thanks Ian!
EST Appointment – Chloe Maher
Chloe Maher, Education Support Specialist, provided a clear, step-by-step breakdown of my pension options. Her deep expertise in the field was evident, and she delivered highly knowledgeable guidance on everything I needed to consider.
Samantha Reilly-Walling was fantastic…
Samantha Reilly-Walling was fantastic in helping us secure our first mortgage. She was professional, friendly, and always available to answer our questions throughout the process. As first-time buyers, she made everything clear and stress-free, keeping us informed every step of the way. We couldn't have asked for better support and would highly recommend Samantha to anyone looking for mortgage advice.
Annual Review
We recently had our annual financial review. Our advisor was well organised and thorough in his approach. He was able to make us understand our financial position in clear terms. There was no hint at all of 'the hard sell'. All-in-all, it was a very useful expereince.
Really good service from Andy Shaw at…
Really good service from Andy Shaw at Wesleyan. Warm, helpful approach. Good, positive advice about your own situation....and he answered all my daft questions not only with patience but with insight why I would ask them.
EST Appointment - Satish Mall
It was a very informative session and Satish clearly explained each of the pension projections, based on different age of retirement. He was able to answer all of my questions and clarify any points I was unsure of. He also made me aware of dates in the future which could result in an impact on my pension calculations.
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