Lovely call with Wesleyan adviser Ian Hodge. Being more a head-in-sand person, financial planning is definitely way out of my comfort zone, but Ian made me feel heard, understood and gently helped my... Voir plus
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Chloe was extremely helpful in providing plain speaking advice and was patient. She clearly explained my pension benefits and supplied some really useful advice. I would highly recommend any teachers... Voir plus
We had our Annual Review with Ian Hodge today. We found him very knowledgeable and patient with us. Very Interactive the hour went really quickly. We covered quite a lot of info both ways. He has... Voir plus
I had an excellent , stress free experience renewing my mortgage with Ranveer Khatkar. Ranveer was helpful, thorough and professional and made the process so straightforward. She was prompt getting b... Voir plus
À propos de l'entreprise
- Conseiller financier
- Institution financière
- Planificateur financier
- Conseil en investissement
- Courtier en prêts hypothécaires
- Compagnie d'assurance personnelle
Écrit par l'entreprise
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.
Coordonnées de contact
Colmore Circus Queensway, B4, Birmingham, Royaume-Uni
- financialreview@wesleyan.co.uk
- wesleyan.co.uk
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai d'une semaine
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Informative,patient with us
Informative,patient with us. If every company had a man like Tom Kearns they would do very well. Very satisfied with the results of our investments and long may they continue. Eileen and Graham Jeffery.
My experience with Wesleyan as per mortgage advice
My experience with Wesleyan as per mortgage advice/ brokerage has been excellent! Mr Ifty Bhatti - my advisor- has been knowledgeable, supportive and easy to communicate with at every step of the way. I’m very grateful and super pleased with the service and will continue to use Wesleyan for financial services provision. A definite recommend!
EST Appointment – Raj Swali (EST Agent Name)
Raj was very helpful. She talked me through my pension statement, offered to set me up with a mortgage call and speak with a colleague about the LGPS.
A very useful and informative
A very useful and informative meeting. EST Appointment – Chloe Maher, was very friendly, clear in her explanation and answered all questions I had.
Samantha Reilly-Walling
Samantha Reilly-Walling went above and beyond helping through the steps of buying my first home. Always contactable and explaining everything what was best for me. Couldn’t recommend this company and her enough!
Really useful
Naz was incredibly knowledgeable and was able to talk me through the various retirement options available to me. He was able to make this bespoke to my personal situation which has helped me tremendously. It was very useful.
My Wesleyan review
I had a very good chat about my finances with Ian Hodge. I am delighted to once more chat to Ian about my financial situation. I like the fact that there is consitency in meeting up with Ian every year. I feel the relationship between advisor and reviewee is very important. I have nothing but praise for Ian and Wesleyan
EST Appointment – Chloe Maher
An extremely helpful and informative session. Chloe was extremely knowledgeable and answered all of my questions clearly and succinctly.
I'm very grateful to her for making a very complicated subject understandable.
Very clearly explained
Very clearly explained, helpful and a clear, tailored personal pension plan was created to suit my personal needs. Very impressed and took the stress out of pension planning. Thank you
EST Appointment – Chloe Maher.
Very helpful and knowledgeable, explained teacher pension issues clearly! Thanks v much.
Home Insurance renewal
Very helpful and clear explanation and it saved me money too.
Thank you! Great pension advice
Sam Jackson really thought outside the box to create a great personal pension plan. His communication was superb (regular, timely and reassuring) and he kept an eye on the process throughout. Very well explained plan that has helped me greatly. Would 100% recommend thank you
Helpful and informative review.
Helpful and informative review.
Ian Hodge was friendly, helpful and the information he shared was easy to understand.
He was excellent at asking our many questions too - thank you!
Nadine Nelson is a excellent Advisor
Nadine Nelson is a excellent Advisor. Guided us through every step of thecl way. Explained everything to us nothing was too much trouble would highly recommend!
Education Support Team
Jared was extremely knowledgeable and quickly understood my current pension situation. He was able to offer informative guidance which helped me understand which options that I may wish to consider.
EST Appointment
EST Appointment – Chloe Maher
Very clear, informative and helpful. Chloe explained everything fully and gave me opportunities to ask further questions. I would fully recommend her services.
Ian Hodge was excellent
Ian Hodge was excellent. He talked us through everything we needed to know, was incredibly reassuring and we appreciated his advice and time.
Excellent customer service
Chris contacted me about car insurance and was an absolute pleasure to deal with. He guided me through the process explaining everything clearly. The best bit was he halved the price I was paying elsewhere!
Thank you Chris. I will be back for my home insurance later in the year.
Wesleyan have been extremely helpful…
Wesleyan have been extremely helpful with getting a mortgage and also remortgaging. Lee Dobson is professional, efficient and knowledgeable and I cannot recommend him enough.
Great
Narandeep Tiwana was excellent. We came away informed and reassured and clear about next steps. Thank you!
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