Wesleyan Reviews 

4,045
•
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Evaluating 795 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the extremely knowledgeable staff for providing clear, helpful, and completely jargon-free guidance regarding complex financial matters such as retirement pensions, investments, and home mortgages. Reviewers emphasize that representatives are exceptionally professional, approachable, and genuinely dedicated to addressing individual client requirements with remarkable patience. Consumers note that consultations are always conducted in a relaxed, reassuring manner, successfully making potentially daunting financial planning processes much easier to understand and navigate. People deeply appreciate this supportive communication style, highlighting that advisors consistently take sufficient time to answer every query thoroughly without applying any decision-making pressure whatsoever.

What people talk about most

Staff

Customers had positive experiences with staff, frequently highlighting advisors who were extremely helpful,... See more

Customer service

Clients share positive opinions on customer service, highlighting that reviewers consistently received clear,... See more

User experience

Reviewers highlight positive aspects of user experience, noting that consultations are professional, helpful,... See more

Response time

People report high satisfaction with the fast response time, noting that queries and emails are handled... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

From first contact to final product purchase took a mere 4 hours over 2 days. The home insurance specialist Linda exemplified everything I would want in terms of personal care and attention. She made... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

Yesterday I had a telephone consultation with Lakhwinder to discuss my Home Insurance with Wesleyan. Previously, a few years ago, I had a quote which was way off the mark for me so I was a bit wary,... See more


Company details

  1. Financial advisor
  2. also in
  3. Financial Institution
  4. Financial Planner
  5. Investment service
  6. Mortgage broker
  7. 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

4.9

Excellent

TrustScore 5 out of 5

4k reviews

5-star
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1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

Replied to 100% of negative reviews

Typically replies within 1 week

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4.9

All reviews

(4,045)

717 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

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.

26 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

24 August 2026
Unprompted review
Rated 5 out of 5 stars

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!

27 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

26 August 2026
Unprompted review
Rated 5 out of 5 stars

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

25 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

25 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

14 August 2026
Unprompted review
Rated 4 out of 5 stars

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.

16 July 2026
Unprompted review
Rated 5 out of 5 stars

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.

23 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

10 August 2026
Unprompted review
Rated 5 out of 5 stars

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

20 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

17 August 2026
Unprompted review
Rated 5 out of 5 stars

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.

21 August 2026
Unprompted review

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