Wesleyan Reviews 

The presentation was clear and delivered at a good pace. All the questions were answered thoroughly

I had a meeting today with Ian Hodge of Wesleyan, who gave me fantastic insight into my current financial portfolio. Thank you, Ian.

Karen Smith the financial advisor was friendly, well prepared and summarised our conversation well. I felt it was time well spent.

I cannot thank Chloe Maher enough for her advice and support. Had several 'unpleasant ' encounters with Teacher Pension themselves and Chloe was able to simply go through my RSS letter step by step without any judgement. Whole pension process in unbelievably complicated and stressful, Chloe has allowed me to complete form so I can now enjoy 'retirement ' Thank you!

Chloe was friendly, patient, helpful and professional. She responded well to my questions without making me feel silly for asking them. She explained things very clearly and has already given me food for thought and the option to discuss in more detail in October. Thank you Chloe.

Excellent service provided by Andy Shaw
Who provides good, clear and understandable information.
Would highly recommend .

What an excellent experience dealing with Nadine Nelson as my mortgage advisor. Her patience & tolerance of me asking various questions that I did not understand. Nadine’s professionalism & vast Knowledge as a mortgage advisor is awsome.
She gained my trust in our first meeting as she thoroughly asked questions about my circumstances & remembered them as our conversations progressed.
I have no reservations on referring Nadine to my colleague friends & family for financial advise in the future.
Regards
Debi-Leigh
.

Meeting with Satish Mall - very informative, friendly and answer questions.

Chloe gave lots of helpful advice with detailed answered to all of my questions. Thanks very much.

A big thank you to Narandeep who shared key information with me and discussed my teachers pension in detail, sharing the key features I would need to help make an informed decision. He also gave factual information about my next steps and being able to contact Wesleyan with no pressure to sign up for paid meetings. He was very approachable and made me feel comfortable to ask any questions I had.
Thank you.

Great advice and helpful. Approachable and explained all options fully.

As a first time buyer I had no experience with applying for a mortgage but Ifty Bhatti as my mortgage advisor was extremely helpful, communicative and led to a quick, painless application.

Wesleyan wrote in advance which was helpful. Andrew was informative and very helpful. The timing was good just before my birthday. All good

Tom Kearns made my Wesleyan Annual Financial Review process both easy and informative. It was also helpful to deal with the same Financial Advisor as last year, as he was able to reference some of our previous discussions.
Once again, Tom went over my current investments and savings with Wesleyan and Nationwide, and was able to answer and advise on any questions that I had. Another 5 star rating.

I was given clear, detailed information relating to my pension.

The Education Support Team specialist put me at ease and was very open to answering questions.

The documents were individually tailored for my requests by the Education Support Team specialist and were well explained. They will help me make pension decisions going forward.

Scott is always professional, comes to meeting prepared and is always considerate. He is patient with me when I struggle to sometimes grasp the concepts.
Overall, highly recommend.

Scott Wilson has been my FA at Wesleyan for the past few years. He has supported me with everything from mortgages and home insurance to pensions and savings. He has been flexible with appointments around my family circumstances for which I am so grateful.
I have always found the organisation and reliability of the Wesleyan team to be of a very high standard. They are my go to for all finance related issues. Would highly recommend.

I had a letter from Andy Shaw telling me that he would be in touch to discuss my investments, so I was prepared. He was very understanding when I couldn't speak to him when he rang but we agreed a day and time to catch up. Andy was punctual, helpful and most of all knowledgeable and made me feel very much at ease. I didn't feel under any pressure to change anything. Andy even had time to explain inheritance tax to me, this wasn't on our agenda! I have always had excellent service from Wesleyan staff and I can highly recommend the company and Andy Shaw .

Ranveer Khatkar dealt with our remortgage. She was friendly and professional throughout the process. Ranveer was easily contactable and always responded quickly. I highly recommend Ranveer and Wesleyan.

Our mortgage advisor, Ranveer Khatkar, was excellent. We don't have a lot of experience with the mortgage process and our circumstances were a little unusual but Ranveer provided excellent advice throughout the process. She was knowledgeable, thorough, friendly and helpful.

Trust is important for any kind of financial advice and I found Ranveer's approach to her work and clarity of her information provided a great deal of reassurance in what can be a confusing process.