Wesleyan Avis 3 764

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.

Second time speaking to Chloe and I can't recommend her enough. She made a very complicated teacher pension statement make sense, and when I asked for a follow up appointment it was organized really quickly and again, proved invaluable. There is no hard sell, free honest and helpful advice. During the conversation as we discussed different possibilities, Chloe worked out figures and explained a range of options. She is very easy to talk to, professional, and definitely took the time to make sure I got all the answers I was looking for.

Nadine has been very helpful and easy to get in touch with. Would recommend.

I recently had a meeting with an Education Support Specialist, Chloe, to discuss my Teachers’ Pension, including the features and benefits. The basic support service is free, and I found it incredibly valuable.

Chloe was professional, friendly, and very knowledgeable. She took the time to clearly explain my situation, answered all of my questions thoroughly, and made what initially felt quite complex much easier to understand. I never felt rushed and felt fully supported throughout the conversation.

I would highly recommend the Education Support Team at Wesleyan to anyone needing guidance around their Teachers’ Pension or similar financial matters.

Easy to understand, plain English and to the point, no jargon.

I have nothing but praise for the support and care provided by this company. From my initial enquiry about my teachers’ pension, they responded quickly and arranged a Zoom meeting without delay, making the whole process feel straightforward and accessible. I also appreciated being able to include my husband in the conversation.
Their communication has been consistently clear, professional, and reassuring. They were always willing to help at any stage of the application process, without any unexpected or additional costs. Even when I emailed on a Sunday, I received a response the very next day, which really demonstrates their commitment to clients.
I’m extremely impressed with their service and wouldn’t hesitate to recommend them to anyone seeking guidance with their teachers’ pension or financial advice more broadly.

Wesleyan free service was offered via my Teaching Union recommendation. I wanted to understand my Teacher pension to get the best out of when to take it.
I had a 20 minute EST Appointment – Raj Swali (EST Agent Name). Professional service. Raj explained very clearly the sections of my statement and answered and questions I had. Would recommend.

Straightforward communication and contact to arrange an interview. Expert consultant with highly relevant experience and knowledge. Well prepared for the meeting. Realistic, helpful and reassuring.

Chloe was extremely knowledgeable, helpful and polite and was of immense help discussing my teacher pension options. I highly recommend.

The meeting began on time and was conducted in a friendly and professional manner by Andrew Thompson. Our questions were answered openly and advice was given based on our requirements.

Andy Shaw was very helpful and I was impressed with his knowledge, tone and mannorisms. He is a credit to the company.

I have had excellent service from Steve Blewitt over the last 9 years. I thought it about time I acknowledge the very personable and thorough level of financial care I’ve experienced from him. Over the last nine years, I’ve had face- face meetings, remote meetings and email conversations and at every point Steve has always taken the time to explain my financial options in detail bearing in mind my own risk averse nature. He always answers queries and is very patient if I need anything else explaining. I have always had an excellent level of care from Wesleyan and that is very much down to the high standard of financial care and expertise from Steve Blewitt. He is an asset to the company.

Naz explained what I needed to know about my pension in a clear way and was able to pause and answer any questions I had as we went along.

We’ve had such a positive experience with Ranveer Khatkar, our mortgage adviser. Right from our first meeting, she really took the time to get to know our needs so she could tailor advice properly; she expertly answered our questions and broke down information clearly so that we could make informed choices.

We felt fully supported by Ranveer throughout and appreciated her responsiveness, especially when coming to market as first-time buyers during a time of volatility and unpredictability! No question has felt too simple or difficult to answer - overall, we’re really grateful to have had Ranveer guide us through this journey. She’s been a huge reason why a potentially daunting process has felt manageable - she’s kept us informed of stages throughout so we know what to expect, and has been professional and friendly to work with.

I had a very informative telephone conversation with Andy Shaw regarding the Wesleyan Products I hold. He listened to my retirement plans and advised me accordingly as to the options I had with my policies moving forward.

Quick turnaround for appointment, in depth discussion, plans tailored to my wants and needs and Sam was really quick to react to market changes and come back with adjusted options through the process.

Ian Hodge is pleasant and knowledgeable and advised us effectively with the various aspects of our finances.

A good conversation with Chloe. Helped me to understand my choices more.

Being a first time buyer and not the most straightforward background or conditions I was worried going into the process of looking for a mortgage. I am thankful to have Ifty advising me! His support has made the whole process much smoother than expected, he had kept me informed at all stages and shared all of the essential knowledge and essential facts for buying your first home. Ifty has communicated swiftly and effectively with me throughout the whole process and I am now in the process of finalising the last bits for my perfect new home. I would definitely recommend Wesleyan and especially Ifty Bhatti.

Straightforward advice and responses. The advisor was very knowledgeable of the topic discussed.