Wesleyan Reviews 

Quick and valuable + pertinent response to my questions
Advise given and appropriate recommendations suggested

Clear, helpful and informative guidance to help you navigate the complexities of your pension.

Eli Black carried out a thorough review of my financial situation and recommended some actions for going forward. She worked through my financial holdings in a friendly and methodical way, leaving me confident that my money is working well for me. Thank you, Eli.
SH

Chloe provided clear, straightforward explanation of the figures in my benefit statement.
I now feel far more confident in moving to the next stage of planning for my retirement.
I would definitely recommend an initial meeting with Chloe regarding retirement options.
Many thanks

Clear explanations happy to answer questions however silly they were great knowledge of teachers pensions and a lovely manner

Very clearly explained and answered all my questions. Professional throughout. I would highly recommend Wesleyan for Teacher Pension advice.

Narandeep gave me a really helpful 30-minute Teams meeting to explain my Teachers’ Pension Benefits Statement. Everything was clear, easy to understand, and explained in a way that made sense. I came away feeling much more confident about my pension and would happily recommend him to others."

Ian was friendly, helpful and professional during our meeting today. It was very informative and relaxed and I will be requesting Ian for my review next year.
Thanks Ian!

Chloe Maher, Education Support Specialist, provided a clear, step-by-step breakdown of my pension options. Her deep expertise in the field was evident, and she delivered highly knowledgeable guidance on everything I needed to consider.

Samantha Reilly-Walling was fantastic in helping us secure our first mortgage. She was professional, friendly, and always available to answer our questions throughout the process. As first-time buyers, she made everything clear and stress-free, keeping us informed every step of the way. We couldn't have asked for better support and would highly recommend Samantha to anyone looking for mortgage advice.

We recently had our annual financial review. Our advisor was well organised and thorough in his approach. He was able to make us understand our financial position in clear terms. There was no hint at all of 'the hard sell'. All-in-all, it was a very useful expereince.

Really good service from Andy Shaw at Wesleyan. Warm, helpful approach. Good, positive advice about your own situation....and he answered all my daft questions not only with patience but with insight why I would ask them.

It was a very informative session and Satish clearly explained each of the pension projections, based on different age of retirement. He was able to answer all of my questions and clarify any points I was unsure of. He also made me aware of dates in the future which could result in an impact on my pension calculations.

Ifty Bhatti has always been really thorough and friendly when helping us secure a mortgage and life insurance/critical illness cover. He always makes time for us including late appointments to accommodate our work commitments. Explains everything really well. Always really happy with his advice and recommendation.

Chloe was very professional in her approach, balanced with a very personable and allowing me to ask any questions at all, even the daft ones. She was extremely knowledgeable, experienced and considerate.

It was reassuring to have the meeting with Satish who explained with clarity the different options that I proposed and gave me a detailed summary of the necessary figures in understanding my TPS

Chloe was knowledgable and explained everything very clearly. She answered all our questions, making the complex subject of teachers' pensions comprehensible to us. We didn't feel rushed. Chloe took time to understand our situation and explain our statements to us.

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.