Wesleyan Avis 3 765

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

EST Appointment - Satish Mall

Satish was very calm, professional and clear, plus totally empathetic about my concerns regarding my data analysis skills! He explained everything concisely but comprehensively and always stopped to answer my questions thoroughly. By the end of the meeting, I felt much clearer in my mind about financial planning for my retirement and which options to consider for my specific circumstances. The follow up email with information about retirement costs was also helpful and clear. Thank you

Chloe was amazing! She led a hugely insightful meeting with me today. Incredibly knowledgeable about a very complicated teacher pension system. Chloe could answer all my questions! Fully recommended!

Eli was excellent. She had clearly spent time before our meeting to ensure she was familiar with previous meetings and my current financial situation. She was punctual, kept to time, enthusiastic and supportive. I found the session hugely valuable. Thank you

Keith Johnson has been a great support with the financial advise he has provided in a time or uncertainty and tubulence. His knowledge of NHS pensions has been extremely helpful and timely, and after other bad financial advice experiences he has been able to give me a clear picture of where I am at present and how my financial position will look in the future with various forecasting models which are allowing me to make sound decisions

Our advisor, Eli Black, was friendly and efficient. She explained everything very clearly and thoroughly.

I was delighted with the help, support, and guidance from Elinor. She was exceptionally well prepared, very customer focused whilst balancing the needs of Wesleyan, and very much an active listener.
Interaction was excellent and options explained in detail, the decisions revisited for confirmation. The levels of care and professionalism were superb.
I have always held Wesleyan in high esteem. That has been enhanced by the attention to detail shown by Elinor, and the personalisation of everything.
Many thanks for this ongoing help.

Very patient, clear and friendly. Answered all my questions and gave me all the information I needed.

Worked with Chloe Webber. Was a really nice smooth process where I always felt like things were under control

I had a Basic Support meeting which was well organised. Any information needed for the meeting to take place was clearly communicated or requested in advance, to avoid any waste of time.

Naz communicated clearly, with a logically organised presentation. He gave me the opportunity to ask and clarify my doubts as well as giving me the heads up about other things I should bear in mind when considering my options.

I have now a couple of clear actions and the option to seek further advice from a financial adviser if I need it. And all of it free!

A 100% recommend this service.

I had an excellent experience working with Ranveer Khatkar as my mortgage adviser. From start to finish, Ranveer was professional, knowledgeable, and incredibly supportive. She took the time to understand my situation, explained all the options clearly, and guided me through the entire process with patience and confidence.
What really stood out was her responsiveness and attention to detail no question was too small, and she always made sure I felt informed and reassured. Ranveer went above and beyond to secure the best possible deal for me and made what could have been a stressful process feel smooth and straightforward.
I would highly recommend Ranveer Khatkar to anyone looking for a reliable, friendly, and expert mortgage adviser. Thank you, Ranveer, for all your hard work and fantastic service!

Given clear advice in a relaxed manner
Effort made to make sure I was the right person
Easy and informal chat with Andy shaw

We have been with Wesleyan for many years for investments, insurance and financial advice. Our annual financial review done virtually with Andrea Gregory was great. She was friendly, knowledgeable, clear and concise. Thanks!

It was the first time meeting Ian who took time to understand our situation and priorities in financial planning.
We had an initial glitch with the TEAMS call but Ian persevered to sort out the problems( hence the 4 star rating) .
A reassuring discussion with some things to think about for the future.

Jared was patient in responding to all of our questions. He was extremely knowledgeable in the field, and reassured us of the opportunity to seek advice in the future.

Our mortgage advisor Ifty Bhatti was once again excellent, he went above and beyond taking additional time and care to explain things thoroughly and simply to us. Ifty has managed our last three mortgages and each time his service has been outstanding. He always explains our options and his reasons for pursuing different lines of questioning so we know we have the best scenario for our needs. I couldn't rate Ifty more highly!

The online meeting was easy to set up. Naz was professional and offered clear guidance, explaining along the way and gave every opportunity for questions to be asked.

I found the consultation extremely helpful in supporting me to understand my current pension situation. Chloe was very professional and knowledgeable and I now feel confident to make an informed decision about my next steps. I would highly recommend this service.

I recently attended a pension advice appointment and came away feeling extremely positive about the experience. Raj was professional, knowledgeable but friendly and took the time to explain everything clearly in a way that was easy to understand.

What stood out most was how personalised the advice felt. Raj carefully listened to my goals and circumstances before offering tailored advice.

The appointment was well-structured, informative, and reassuring. I now feel much more confident about my financial future and have a clear plan moving forward. I would highly recommend this service to anyone looking for reliable and approachable pension advice.

My experience of working with Scott Randall who has been helping me negotiate my retirement plans. He has always been kind and patient (I am not great with numbers) and I know that his actions have allayed any concerns or anxieties about where I stand financially working towards my retirement. I will recommend Wesleyan to all of my colleagues.