Wesleyan Avis 3 751

I had both telephone consultations with Raj Swali who is an Education Specialist Agent with Wesleyan. She was very professional and helpful and I have recommended the service, and Raj, to my colleagues and friends.

Our experience of our financial review was a pleasant one. Karen Smith, our adviser, was knowledgeable and very pleasant. She explained the present and historical financial situation clearly and in language which was easy to understand.
We have always been very satisfied with the support that Wesleyan have provided.

A great experience with Ranveer Khatkar - kept us updated throughout and always happy to answer our queries. We wouldn't hesitate to recommend. Would definitely use again. Fantastic service.

A really helpful, friendly and professional service that gave me clear advice to help with my financial and retirement plans. Time very well spent.

Andrea Gregory was helpful and informative. The only glitch was technical (failure of TEAMS to connect) but that may be down to me and my elderly computer.

I has a Teams meeting with Steven Brooks this morning. He was very friendly and professional, easy to talk to and reassuring. He answered all my questions, explaining things clearly.

The advisor I spoke to couldn't have been more helpful. He navigated me through the minefield of the Teachers Pension Scheme, with calmness and such clarity, I now feel I understand what my options are. He answered my questions well and was highly professional. He was a great ambassador for the company and can thoroughly recommend Wesleyan, based on my experience.

I have had the pleasure of working with Nadine on Microsoft Teams in order to obtain a mortgage and I can't recommend her highly enough.

I was also able to contact her by email to get further clarification whilst completing my application.

She has been both friendly and supportive as well as extremely knowledgeable and made everything very clear to understand at every stage of the process.

Nadine worked tirelessly to secure the best rate and terms for me.

If you are looking for a mortgage advisor who cares about their clients and delivers results look no further than Nadine.

Thank you so much particularly to Nadine and Wesleyan for such a supportive service.

Cannot recommend Wesleyan enough for medical professionals. In particular Nigel for his advice in picking us a mortgage deal which suited our circumstances. We had great communication throughout and completed in good time for us to be able to move our mortgage and release funds for completion.

Chloe was very knowledgeable and explained the different elements of the Teacher Pension scheme clearly.

Wesleyan impressed us with their quick response to our enquiry. Satish was knowledgeable and able to answer all our questions.

I was able to speak with an adviser - on Microsoft Teams to discuss a Phased Retirement Application with Teachers' Pensions.
The adviser was both friendly and supportive as well as extremely knowledgeable about this process and made everything very clear to understand.
I was also able to contact the adviser by email to get further clarification whilst completing my application.
What an amazing service!
Thank you so much particularly to this adviser and Wesleyan for for such a supportive service.
This had been recommended by a colleague who also found this support most helpful.

Professional and friendly advice tailored to my specific needs. Good knowledge of the various options available to me in retirement and help in showing me pros and cons of different pension scenarios.

I was thoroughly impressed with Satish Mall and his delivery of information regarding my teacher's pension. No hard sell, just outlining clearly my options, giving me a more informed choice.

Followed Eli Blacks advice last year and this has proved beneficial Eli is very friendly , is aware of our needs and has been very helpful in planning our finances Delighted with her service

The meeting process focused on our needs. We were listened to,able to ask questions and constructive advice was given.
Eli Black ( financial consultant) was thorough, well prepared on our circumstances and addressed all issues efficiently.

I have had my annual financial review with Tom Kearns who was as usual knowledgeable, professional and friendly.
All my questions were answered fully and I’m very happy with the support and advice he gave me
Thank you
Julie

Chloe was very knowledgeable and put me at ease with her friendly, approachable demeanour even when I kept ‘butting in’ asking her to repeat/explain things again for my own clarity. She explained the different options available to me (final&average salary) and how retiring earlier would affect my pension and also gave me a little insight into other options available to me.

Prompt meeting, explained things clearly and answered my questions. Patient.

Karen made me feel very at ease from the word go. I had a very complete and thorough Financial review. Karen gave me understandable explanations of what I need to focus on for my financial situation and how Wesleyan can and does assist me with market decisions made. We even discussed ethics regarding companies Wesleyan invests in which I raised, and concerns we all have regarding the war in the east. I very much hope to be able to have my annual review next year with Karen.