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
No recent history of asking for reviews
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Replied to 100% of negative reviews
Typically replies within 1 week
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Annual financial review with…
I had my annual financial review with Tom Kearns. He was very pleasant and understanding and I felt at ease discussing my finances. He was very knowledgeable and able to impart information in a clear,thorough manner. I didn't feel rushed and he was willing to discuss and answer my questions in a sincere manner. Thank you.
Excellent service from start to finish
We had a fantastic experience working with Ranveer Khatkar at Wesleyan while arranging our mortgage.
From the very beginning, Ranveer was incredibly helpful, professional and patient. She took the time to explain everything clearly, answer all of our questions and keep us updated throughout what can otherwise be quite a stressful process.
What really stood out was how approachable and reassuring she was. Whenever we had a question or weren’t sure about something, Ranveer was always happy to help and made sure we understood what was happening at each stage.
Buying our first home was a huge step for us, and having someone as knowledgeable and supportive as Ranveer guiding us through the mortgage process made a massive difference.
We’re extremely grateful for all her hard work and would have absolutely no hesitation in recommending Ranveer to anyone looking for a mortgage adviser. Thank you for helping us get the keys to our first home!
Nadine Nelson thank you!
I am so glad we were recommended to speak to Nadine about our mortgage.
Nationwide had capped our borrowing capabilities, but with Nadine’s expertise, communication and providing of the correct information to nationwide they were happy to increase our borrowing. Wasn’t a straightforward application as were both self employed but the service, expertise and communication Nadine provided was next level. She’s helping people get their dream home, thank you!
Paul & Hayley Murrall
Financial advice , simple to understand.
Rich has made all that i do simple to understand .
i am more than happy with his advice , and with the products .
i would recommend Wesleyan Financial services, and their financial advice to anyone who is looking for help.
i am not familiar with economics , which is why i am so pleased with this company.
Mrs Carolyn Cooper
A lack of empathy after a cancer diagnosis
Having been with Wesleyan for years following a recent cancer diagnosis and an upcoming remortgage we have had a bad experience. We have been met with a lack of empathy, compassion and consideration just when we needed it the most. Very disappointing and upsetting. There are individuals who have cognitive challenges and may need help with from filling etc and and not point was this offered. I even tried to request a call back and was told this individual was too busy.

Reply from Wesleyan
Andrew was really clear about all of…
Andrew was really clear about all of the steps needed to be taken and very supportive throughout the process.
I had a phone call from Andy Shaw…
I had a phone call from Andy Shaw yesterday about my impending pension start, he was very informative and gave me options for proceeding with my plans , i look forward to further guidance when i decide to start my pension journey. Thank you.
Scott Wilson 👏
Scott Wilson has been absolutely amazing from the very beginning. Goes the extra mile, is very knowledgeable and explains everything very well. Ive had a great experience so far and am grateful for all his help.
Andrew Bloxsome's Pension Support
Andrew Bloxsome, from Wesleyan Financial Services, supported me with excellent advice and practical support during my preparation for retirement. I had a pension from my early career in Scotland as well as one from the English scheme and Andrew coordinated these with ease ensuring payments were made at the time of my retirement.
Naz was really informative and didn’t…
Naz was really informative and didn’t make me feel silly for asking basic questions. Thank you.
EST appointment - Chloe Maher
Chloe gave us pension advice. She was extremely well prepared and well informed. She listened to all of our questions and she reponed in a professional, friendly and good humoured way. She is obviously an expert in her field and has great ability in communicating to non experts. I would undoubtedly recommend her to anyone wanting pension/financial advice.
Excellent advice
The advice given was clear and accessible, delighted with the level of cover and the discounts as a member.
Car quote
Spoke with Lakhwinder about car insurance. A very polite young man and easy to chat to. He took me through the quote step by step and was thorough. Called back today when he said he would. Very professional in his manner and approach.
Easy to organise appointment.
Easy to organise appointment.
Flexible with times
Lots of options shared
Iffty was friendly and shared his wealth of knowledge to help us find what we needed.
My financial review was such a positive experience
My financial review was such a positive experience. Tom Kearns, my Advice Service Consultant, explained things clearly and I felt completely at ease asking questions. The whole review was very reassuring.
EST Appointment – Naz Tiwana (EST Agent Name)
Naz provided excellent support throughout, making the Teachers’ Pension easy to understand and explaining the various pathways clearly. Communication was clear, professional, and highly effective. I would highly recommend.
Excellent experience, rate secured in time!
Samantha Reilly-Walling was excellent from start to finish, going through our options and going into the right level of detail. She worked to make sure our deal went through in time given the rates were due to increase the following day and even when there were issues with the system processing payment, did not give up to make sure we secured the rate!
FY1 Doctor Mortgage
I am an FY1 doctor and was struggling with remortgaging my house as my circumstances were unusual with regards to previous payslips/employment etc. My mortgage advisor through Wesleyan was Nadine Nelson, and she was absolutely fantastic. She explained the options very clearly and took all of the stress of contacting banks and trying to navigate their eligibility criteria. Thoroughly recommend!
We had a brilliant experience with…
We had a brilliant experience with Wesleyan our financial advisor Samantha Reilly-Walling was always on hand to answer any questions we had and has made buying our first home so much easier. We couldn’t recommend more.
My Advisor, Andrew Bloxham
My Advisor, Andrew was a great support through the whole process. He knew the answers to all my questions and was always able to assure me each step of the way. Andrew was very knowledgeable and good to work with. Many thanks.
Amanda
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