Wesleyan Avis 3 763

Excellent service, really clear and helpful

Peyton Cooke was very helpful and patient and thorough

Investments continue to perform well, despite the current international turmoil.

Andrew Thompson called me to discuss my pension after I had recently made contact with Wesleyan after many years! Andrew explained my options and provided helpful suggestions and also offered support should I wish to do anything in the future.

Really helpful first meeting to help us understand the teachers pensions and give us an idea of how we can move forward to a comfortable retirement!
Raj Swali explained everything clearly and answered all our questions.

On time, knowledgable person and very polite. Showed patience and good humour. A very nice person to speak to.

Great experience with Chloe Webber, fantastic customer service. Definitely recommend

My session for advice with my finances with Eli was professional and very helpful. She was knowledgeable about all my concerns and provided excellent advice for my current and future financial plans.

Andy was extremely helpful. He gave me clear information about my pensions and options I have with it, not least with the changes being made by the chancellor which come into force next year.
He listened well and answered all my questions.

Tom Kearns was professional, friendly, clear and business-like throughout our meeting. He listened well to our concerns, and his advice, based on the current market volatility and our concerns, was clear and sound.

I've just remortgaged with Wesleyan. The service from Ifty Bhatti was great from start to finish and they took the hassle out of the process. There were a few hurdles to overcome in terms of tight timescales and mortgage provider system issues but Ifty ensured this was resolved on time and I got the desired outcome. I will definitely trust Wesleyan to carry out my future reviews.

Once again Ian Hodge was friendly,professional and knowledgeable and was able to answer any queries i had...putting my mind at ease about my finances and about my future plans.
It's always a pleasure to speak with him. Thank you Ian.

Chloe very professional and competent although she does say “that’s good to know” an awful lot. But I would thoroughly recommend her and Wesleyan.

friendly advisor, answered all questions and happy to repeat information. had prepared several example projections. Sent transcript of call which has been useful to refer back to.

Nadine was fantastic, very easy to talk to and very flexible with timing, which is what you need if you work sometimes long hours.

My wife and I had been going down the tried and tested route of Investing our money in building societies and banks, but with the diminishing services offered on the high street, we decided to contact the Wesleyan, and we were put in contact with Bina Mistry, who has been superb from the moment we met, our pensions and stock and shares are in much stronger position.
She explained everything very concisely, so we fully understood the things we were investing in.
We meet up at HQ once a year to discuss any issues.
We have been kept well updated with our portfolio.
I would recommend dealing with the company, for guidance and financial expertise.

Wesleyan provided a concise but detailed explanation of the Teachers' Pension Scheme for Final Salary and Career Average benefits, providing me with confidence in understanding the information that was shared.

We had a financial annual review with Peyton Cooke who was extremely helpful and very patient with us !!.
The up to date information that she gave us regarding our investment was made easier to understand and helped us answer the questions on the Attitude to Risk questionnaire.

Our mortgage advisor Samantha was extremely knowledgeable, and may the process extremely smooth for the purchase of our first home!

I would definitely recommend Wesleyan if you are working in a field that requires overtime to supplement your salary!

Overall top tier service and extremely transparent experience.

I felt able to ask questions that I thought I should have known the answer to. I was comfortable to ask questions about what I had already been told but hadn’t quite ‘got’. I have lots of anxiety around my pension and money planning in general. Naz was easy to speak with. Thank you.