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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Replied to 100% of negative reviews
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Excellent service and advice from Keith (Johnston)
Our interactions and interactions with Keith Johnston were excellent. He'd thoroughly studied our financial situation and provided very useful analysis and reassurance. At this stage in our lives he also outlined what our next actions might be and gave confidence not only that we were on the right track, but that his knowledge and experience would help us remain in a good position financially as we go throughthe next stage of life.
Andy Shaw who I spoke to was really…
Andy Shaw who I spoke to was really friendly and explained all of my options in a manner that made sense and was easy to understand.no pressure was put on myself to make a decision regarding my retirement plan. Thank you Andy.
Clear and concise service
My caller was Polite and very clear I his explanation of my options. He explained everything clearly.
EST appointment - Naz Tiwana
I had no idea about my pension - Naz was extremely helpful and was able to answer all my questions. He was very clear about how Wesleyan could support me in the future.
Absolutely no pressure.
Would recommend without a doubt
Excellent service
I had a few meetings with Nadine Nelson. Nadine was very easy to talk to, replied to all of my emails extremely quickly and was a very helpful and knowledgeable financial advisor. I am very happy with the service I received from Nadine at Wesleyan and would not hesitate in recommending her.
EST Appointment – Chloe Maher
Excellent meeting on Teams with Chloe. Very helpful, knowledgeable and professional young lady. Already recommending her to my colleagues.
Received communication from Andy Shaw…
Received communication from Andy Shaw by post regarding my pension plan.
Andy followed up with a personal call to myself.
Information given to me was clear and straightforward.
Andy also answered my questions putting me at ease.
Thank you Andy for all your help will contact you again if I need further assistance.
EST appointment- Naz Tiwana
Gave insights into the TPS benefit statement and covered points that I hadn't thought to ask. Provided a clear explanation of the sections and talked through the different details and terminology. Responded to questions that I asked by making sure the response fitted well. Offered further services at the end of the appointment, ensuring I knew what the options would cover. Confirmed all the details and calculations I required after I chose to book a further consultation.
Great help
Nicholas has been really friendly and very approachable.
Very satisfactory meeting with Andy…
Very satisfactory meeting with Andy Shaw yesterday. Everything was explained very clearly and with good humour.
'EST Appointment – Chloe Maher’.
An informative meeting. Chloe explained my options very clearly. Thank you!
Apologies for not writing a review…
Apologies for not writing a review before! We have used Keith Johnston for Mortgage advice previously and then when we moved house last year - absolutely excellent service from Keith. Flexible with meetings to fit around work but most of all just gives a real sense of trust and assurance. In the very complicated world of NHS pensions - I have used Keith’s service again very recently and he has been amazing. Gave me clear and concise information about a subject I felt extremely over whelmed about. I now know what I need to do at what age and just feel so reassured again. We recommend Keith to friends time and time again and he is always our first point of call now - thanks Keith! Think he will be getting a few NHS colleagues contacting him in the near future Xx
Nadine helped us with our remortgage…
Nadine helped us with our remortgage and she was fantastic. She went above and beyond, working until late on Friday night to ensure that we were able to secure a rate before anticipated rate rises the next week. She was very knowledgeable, friendly and explained everything in a way that was easy to understand. She made me feel much less stressed about the whole thing.
Had a pleasant talk with Andy Shaw
Had a pleasant talk with Andy Shaw
Who went through my options he was polite and professional
It was great to have someone contact me…
It was great to have someone contact me in person. Had all my details and info up to date. Offered advice that i was needing
Teachers pension specialist
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 from the DF TPS Facebook group) I was able to take a break in service, get my lumps and pension and continue teaching for just a few more years. I also took the extra future planning financial advice with Paul. And now feel totally set up for retirement. He was absolutely brilliant, patience, taking the time to really explain all options.
Scott was excellent
Scott was excellent, nothing was too much trouble for him, we did have slightly unusual requirements but he succeeded in fulfilling them!
Would heartily recommend, thank you!
Clear and Concise Advice
Wesleyan representative, Andy Shaw, called me to discuss my pension plan and my various options based on the latest changes to legislation. He was very clear and concise in explaining four different options to me, without resorting to jargon.
Great open and honest discussion with…
Great open and honest discussion with Andy Shaw. Thanks for your support and understanding.
Excellent information given
Excellent information given. Exactly what I needed and in plain English. It made my options clear and gave me plenty to think about. Great service.
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