Wesleyan Reviews 

Pleasant conversation with reassuring outcomes. Questions were addressed and plans for future suggested. Entirely positive meeting with good quality advice, I feel.

I had an online meeting with Satish Mall, an Education Support Specialist at Wesleyan Financial Services. I asked him several questions about my teacher's pension. Satish is very knowledgeable and was able to answer all my questions clearly and without rushing. He also mentioned that I could contact him again if I needed any further clarification on the points discussed.
Thank you, Satish, for your assistance and expertise.

Tom our advisor was excellent. He was very thorough, extremely pleasant and very knowledgeable. We always learn something new during advice sessions.

Satish was really helpful and easy to talk to. He explained things clearly and kept checking if we un. A big thank you.

Chloe was incredibly informative throughout the meeting. She ensured that I understood everything fully and was very clear. Her advice for my next steps was very useful.

Great and informative session with Karen Smith, who was very patient and kind when dealing with folks as clueless as ourselves. Learned a lot.

I have been with Wesleyan for 56 years. I am now trying to retrieve some of my funds. They are impossible to deal with! Incompetence doesn’t even start it. If I were to list my grievances, it would make a book. I would suggest anyone looking to invest, give this company a very wide berth.

I had heard how great Wesleyan are and having experienced it first hand now I can see why people have been so positive about their experiences. Raj Swali was excellent. She was extremely knowledgeable and extremely helpful, patient, supportive and I am so grateful to her for everything that she has done.

Really valuable and informative session with Naz. He took us through our pension statement step by step, making sure we understood the options available to us. Any questions were answered in detail, clarifying our understanding. Would highly recommend.

Karen Smith knows how to relate well to a person’s needs and explains information clearly. She is always happy to clarify or go over something if asked. She’s efficient and keeps to time without rushing through things.
She sets a comfortable pace with the right level of detail.

Eli Black was great - very personable with an excellent knowledge of her field. She listened carefully and communicated her thoughts and ideas clearly. A very productive meeting. Thanks

This was the best review we have had with Wesleyan. Tom was superb and listened to us carefully. The advice he gave was 'first class'. The most important part of the review was Tom's empathy. We have not received this before. He encouraged us in what we have done and said he agreed this was the best course of action and he thought our plans and actions were the best. This was a really good outcome for both of us!

A really useful meeting. Chloe was well prepared and knowledgeable. I now know more about my pension structure and the decisions I need to make over the next few years. It is good to know I have options with regard to my current career too, without impacting my pension significantly.

The advisor was helpful, patient and informative. He understood the various options available and explained them in simple language.
As a result of this meeting I will be proceeding with a meeting that will provide me with the calculations to make an informed decision.

Had mortgage advice through Wesleyan. Mortgage advisor Ranveer Khatkar was incredibly knowledgeable and helpful. Very prompt responses and convenient meetings. Would definitely recommend.

The explanations provided were clear and insightful and Naz was fabulous. He listened to us and adapted his responses based on our personal circumstances… he was fabulous.

Ifty Bhatti was incredibly helpful in supporting us to identify the right mortgage product for our somewhat complicated circumstances. He was very thorough, went through several available options to help us find the right choice for us. Would strongly recommend

I spoke to Chloe Maher about how my teacher pension works and the financial options available to me. She was very personable and skilled at explaining the pension statement to me. There was a lot I hadn't realized and I'm very grateful for the advice.

Ian Hodge was very confident and confident, gave good advice and interesting suggestions for the future way forward.

Received clear information from Andy Shaw.