Wesleyan Avis 3 768

TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

Noté 5 sur 5 étoiles

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

  1. Conseiller financier
  2. Institution financière
  3. Planificateur financier
  4. Conseil en investissement
  5. Courtier en prêts hypothécaires
  6. 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

4,9

Excellent

TrustScore 5 sur 5

4 k avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

A répondu à 100 % de ses avis négatifs

Répond généralement dans un délai d'une semaine

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Noté 5 sur 5 étoiles

I had an annual review with Karen Smith…

I had an annual review with Karen Smith who made the whole experience so easy to understand. She was really friendly and explained very clearly the progress of my investment and also on my various savings accounts with other institutions. She completed a risk profile questionnaire and updated my income and monthly expenditure. I felt that Karen really showed interest in me and was very patient explaining my investment performance. I will definitely ask to speak to her again next year!

26 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Expert knowledge

Chloe expert teacher pension knowledge both challenged and confirmed all my concerns regarding taking the next steps towards retirement - thank you.

26 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Nadine Nelson worked so hard

Nadine Nelson worked so hard to get my mortgage in such a stressful time. As a teacher, I can’t take phone calls during the day so she was happy to communicate through email and phone well after work hours. She calmed me when I panicked, explained everything well and worked really hard to ensure I got the best deal. I am so grateful for her effort and commitment. I would highly recommend Wesleyan! Thank you, Nadine!

20 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Financial review

Steve have clear explanations of how our investments have performed this year. He answered our questions knowledgeably and drew our attention to certain things we need to consider as a result of this meeting. Overall, a very helpful meeting and will continue to use this service.

19 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Highly recommend

Could not have asked for a better Mortgage Adviser than Nige. He was super knowledgeable, helpful and answered all our queries and requests quickly. He made time to explain everything clearly and helped us look for the best products out there. With the current political situation and increase in mortgage rates, aswell as a change in personal circumstances, Nige was there to help advise us on our options and next steps.
Would highly recommend Nige and the Wesylan team

25 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Professional and knowledgeable

All the information was clear from the first instance. The process was smooth and professional. The meeting itself was punctual and carried out most professionally. Your colleague was knowledgeable and gave me such useful and in depth information, which exactly what I needed.

25 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Paul Barnfather has been my financial…

Paul Barnfather at Wesleyan has been my financial adviser for a few years. He has got a good knowledge of NHS pensions. He has always provide me with great advice in a professional and friendly way. I highly recommend him.

25 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Elinore Black

Elinore was very helpful and articulated my concerns and queries in a pleasant and easy to understand way.

5 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Pension peace

Chloe is very efficient and explained the intricacies of my pension so I could easily understand. I have the next 5 years of projected retirement income, I paid for this service, and it has given me peace of mind.

30 septembre 2025
Avis spontané
Noté 5 sur 5 étoiles

Ranveer Khatkar was the mortgage…

Ranveer Khatkar was the mortgage advisor I dealt with- she was fantastic!…. Did a huge amount of research even before our meeting, and was able to secure the best deal possible- not easy especially with the current economic situation!!!… top marks!!!

16 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

'EST Appointment

'EST Appointment – Chloe Maher’
Chloe gave me a very proffesional overview of my situation regarding retirement and what that looks like with my pensions. She was very patient as it is a lot to digest and she was helpful where I needed additional support.
I was very apprieciative of the guidance, thank you Chloe, I would highly reccomend the company and your service.

23 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Knowledgeable and expert mortgage advice - thank you Lee Dobson

Huge thank you to Lee Dobson for all the help and knowledgeable expert advice regarding sorting out a mortgage for me as first time buyer. Lee was very helpful and very patient throughout the whole process and was always on hand to offer expert advice for both my mortgage and life insurance. Very grateful for your invaluable help, Thank you again Lee!

20 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Outstanding service

I recently worked with Ranveer Khatkar at Wesleyan, and I couldn’t be more impressed with the level of service I received. From start to finish, Ranveer made the entire mortgage process smooth, transparent, and completely stress‑free.
Ranveer took the time to explain every option clearly and helped me find the best mortgage deal for my situation. Their communication was outstanding—always quick to respond, always patient, and always willing to go the extra mile to make sure I fully understood each step. She made us feel supported and prioritised throughout the whole journey.
If you’re looking for a mortgage broker who is knowledgeable, trustworthy, and truly dedicated to helping you achieve the best outcome, I highly recommend Ranveer Khatkar at Wesleyan. Absolutely deserving of 5 stars!

3 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

I recently got in touch with Wesleyan…

I recently got in touch with Wesleyan to organise a mortgage for myself as a first time buyer to get on the property ladder.

I dealt with Nigel Tennant. From day one I felt as though everything was done professionally, I was updated regularly with a friendly manner and was satisfactory pleased with every step of the processes that were involved in acquiring a mortgage for myself and my family’s first home as an owner.

I would recommend this company to anyone seeking a fast and trusty process to getting help and advise on a number of services that they offer.

They even guided me into my house insurance and life insurance too.

Many thanks Wesleyan.

Nicolas Deakin

22 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Our meeting today with Ian Hodge was…

Our meeting today with Ian Hodge was extremely useful and informative. Ian was very knowledgeable about which finiancial options were best suited to our situation and answered all our questions with patience and expertise. Highly recommend Ian Hodge.

17 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Remortgage made easy by Nigel

I just wanted to take a moment to express my sincere appreciation for the exceptional service Nigel provided throughout my mortgage journey.

From start to finish, he was incredibly thorough, professional and supportive. What really stood out to me was how clearly he explained every step of the process, ensuring I always felt informed and confident in my decisions. His attention to detail and willingness to go the extra mile made what could have been a stressful experience feel smooth and manageable.

I’m especially grateful for Nigels responsiveness and patience in answering all my questions—nothing ever felt like too much trouble. It’s clear he genuinely cares about his clients.

I wouldn’t hesitate to recommend him to anyone looking for reliable, professional, and friendly mortgage advice. I most certainly will be using Nigel again for any help with mortgages in the future.

Thank you Nigel!

20 mars 2026
Avis spontané
Noté 5 sur 5 étoiles

Chloe was fantastic

Chloe was extremely helpful. She really listened to my concerns and my plans for the future. She was very clear in her explanations and she really reassured me. I can’t thank her enough.

20 mars 2026
Avis spontané

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