As the teachers pension specialist I was interested in my options as I neared 60. Paul Rogers was exceptional leading me carefully and concisely through my figures and options. From his advice (and fr... See more
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Company details
- Financial Consultant
- also in
- Financial Institution
- Financial Planner
- Investment Service
- Mortgage Broker
- Personal Insurance Company
Written by the company
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.
Contact info
Colmore Circus Queensway, B4, Birmingham, United Kingdom
- financialreview@wesleyan.co.uk
- wesleyan.co.uk
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Est Marcus
Marcus was great. Talked through my teachers pension statement and clarified many things I didn't understand. Gave me clear options for further advice and was great at answering any questions I had. Highly recommend.
Pension options information from Andy Shaw
Andy contacted me about my pension options. He was extremely professional and his long service in this sector was evident throughout the conversation. He gave me all the details I needed to know about all the options available to me and gave valuable advice regarding my current financial situation. I put a few questions to him about my options and he answered them straight away, re-assuring me of a positive outcome. When the time is right for me to act upon my options I will not hesitate to contact Andy so that he can update me of any changes that may have occurred since our conversation.
Chloe was outstanding
Chloe was outstanding from beginning to end. Supportive, professional, responsive and friendly. She really took the time to understand my needs and went above and beyond with finding the right mortgage product for me. Thank you, Chloe!
EST Appointment Chloe Maher
Chloe Maher was very knowledgeable about teacher's pensions. I learnt a lot and now understand my next steps.
Third time I have gone to Wesleyan and expect to next time too.
Third time I have gone to Wesleyan for mortgage advice. Really helpful. Provided options and knowledgeable when answering questions. Allowed me to make my decision and then sorted the rest. Ifty was great again and just really helpful.
EST Appointment – Chloe Maher
Chloe was extremely helpful. She explained things clearly and was able to answer all questions, and helped me make sense of the very confusing Teacher's Pension Benefit Statement. Highly recommend.
EST Appointment – Chloe Maher
Good experience with Chloe, she was excellent at explaining my pension scheme details and the options I have. She also gave me some really important bits of information that I had not noticed in the documentation I had read previously-very pleased with the meeting
EST Appointment - Chloe Maher
I contacted Chloe to seek advice about understanding my pension and the various options available to me.
I sent her the information beforehand from my portal and she was able to very clearly explain it to me.
The appointment was short as a result, and left me with a clear understanding of what the figures meant, and the options available.
I would highly recommend this service to teachers considering taking their pension as it helps clarify everything very well. Thank you, Chloe.
So helpful. Thank you.
The most helpful and compassionate people. Thank you Marcus and Ben.
EST Appointment - Chloe Maher
I was nervous about the initial meeting (conducted online) because I felt I wouldn't understand the jargon. They were very patient while I explained my concerns and immediately I was put at ease. I was able to ask questions which were answered and explained in simple terms. A few days later I remembered something I forgot to ask during our initial appointment, so I emailed them. The same day I received a prompt reply. They were very professional and courteous.
EST review. Naz Tiwana. ESS Consultant
My Education Support Specialist was extremely professional, polite and understanding. His explanation of my TP statement was very informative and exactly I needed.
Comprehensive advice
This was the first time I met Eli Black, she was friendly and knowledgeable, and have me some new insights and advice that were helpful.The follow up letter was very clearly laid out and helpful.
We were helped by Samantha…
We were helped by Samantha Reilly-Walling. Throughout the process Samantha provided us with clear advice, regular updates and offered an overall professional service.
First class service
Thank you to Eli Black for her time in conducting my yearly review. Wesleyan advice consultants are always personable and knowledgeable about the services they provide. I'm very pleased with how my pensions are performing.
Ian Hodge annual Wesleyan financial review
Ian Hodge, I have now had 2 annual reviews with Ian.
He is an excellent communicator and made me feel safe and comfortable during the meeting. I had some illnesses which could have made it difficult but instead his manner was sensitive and appropriately positive. He is an example of professionalism at its best and is a huge asset to your company. I hope hears this positive feedback and is rewarded
Excellent and Professional Mortgage Advice
Ranveer Khatkar was our mortgage broker for our recent house purchase. From start to finish we were impressed by her professionalism, expertise, and responsiveness. She was a true asset to aide with our purchase and took a lot of the pressure off of us as first time buyers. We had a more complex mortgage situation and she led and guided us through the whole process and unlocked better deals than we were able to find ourselves. Overall would strongly recommend.
Professional and friendly service
Naz was great, really knows his stuff and explained everything really clearly, and answered my questions very competently. A great service provided and I'll definately be back when I next need advice.
Always offer trusted advice about finances
Always offer trusted advice about financial matters- professional guidance is given in a simple to understand way which is certainly appreciated. Ian Hodge was particularly helpful to me today for which I am very grateful.
Friendly, helpful and clear pension support
Chloe was incredibly helpful, giving a clear explanation of my pension breakdown, choices and options. A lovely person - we are very grateful for her help and expertise!
Ranveer was amazing throughout the…
Ranveer was amazing throughout the whole process .Thank you.
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