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 advisor
- 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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Andy Shaw really took the time to listen
Andy Shaw really took the time to listen carefully to my financial circumstances and offered fantastic advice to me over the course of the meeting. Invaluable for someone like me who finds the whole process of investing very stressful!
Investment Review
Andy sent a letter last week advising he would call, which he did earlier. Andy answered all my questions and gave several good pointers regarding IHT, he also offered the option of a further appointment to discuss any specific investment matters in more detail. Many thanks Andy.
Financial review
Steve Brooks was thorough, professional and friendly. I felt at ease during the review,and confident that my position was understood.
5 star service
Satish was incredibly helpful. He was able to answer all of my questions knowledgably and set out all of my options and next steps. I would recommend this company to anyone looking for help - the appointment was easy to arrange with plenty of communication about the appointment. There is no hard sell, and I am going to pass on his details to any friends and family looking for advice.
EST Appointment – Satish Mall
Finally a clear explanation about how the ridiculously complex teachers pension scheme works. Although Satish wasn't able to give me individual advice, he gave me the confidence to make some future decisions equipped with some basic knowledge.
Lakhwinder was very helpful!
Lakhwinder was helpful, informative, clear and polite in dealing with my request for a motor insurance quotation. He found my previous details from 2024 in a very efficient manner and this meant that the process was a lot smoother than has proven to be the case elsewhere. He went through various options relating to different levels of excess and how this would affect the premium.
Largely due to the excellent service that I received over the ‘phone and the promise of continued similar support I have decided to go with Wesleyan despite the quote not being the cheapest although by no means unreasonable.
The Wesleyan update meeting was useful
The Wesleyan update meeting was useful. Eli Black was friendly, polite and very clear.
EST-Marcus
Very clear and constructive pension advice.I would highly recommend Wesleyan and will be contacting them again in the future.
Mortgage arrangements
Mortgage was arranged for us by Ashley Eades. He was extremely helpful and was able to sort out a few issues for us.
EST Appointment – Chloe Maher
Chloe was extremely helpful and I would highy recommend booking an appointment with her to understand your Teacher's Pension Statement. She gave me clear advice on how to move forward and I will definitely be booking a follow up appointment with her along with recommending her to friends and colleagues.
5 Star rating.Eli was kind and…
5 Star rating.Eli was kind and compassionate due to my recent bereavement. She explained my financial review in a friendly professional manner which made it easy to comprehend.
I would recommend a financial review with her and look forward to my next one.
Ranveer Khatkar has been absolutely…
Ranveer Khatkar has been absolutely excellent at helping us with our mortgate and buying a flat. Would recommend!
First Class motor insurance advice and products
A first class professional and customer focused service.
Our Motor Insurance renewal was made easy and resulted in us selecting an excellent policy at a great price. The whole experience was very well managed, with the complex process of picking the 'right' product made easy
Highly recommended!
EST appointment - Chloe Maher
My initial meeting with Chloe was very helpful and she was very knowledgeable about the Teachers' Pension Scheme. It was useful to look at my benefits statement and gain a clearer understanding of my options for planning and saving for retirement. It's given me lots to think about. Thank you
Excellent meeting yet again with Ian…
Excellent meeting yet again with Ian Hodge at Wesleyan. It's nice to discuss matters each year and see what hopes have been fulfilled the following year. Happy to find during our meeting, that we are on track with our finances. Thanks again Ian, we look forward to speaking next year.
EST Appointment
EST Appointment – Satish Mall
Very quick response and was able to answer my queries. Very knowledgeable.
They completely messed up my pension…
They completely messed up my pension payment, after a working lifetime paying into their company.
I was treated with contempt

Reply from Wesleyan
My partner and I worked with Scott…
My partner and I worked with Scott Wilson for our mortgage on our new property. We had a good feeling about Scott from the first time we spoke and we were right. Not only did Scott have excellent knowledge of each provider and the products on offer but his approachability and genuine care for his clients stood out. Not only would we recommend using Scott to everyone we know, but we wouldn’t use anyone else on any other properties we purchase going forward. We couldn’t be happier with our experience with Wesleyan and that is all down to Scott’s hard work.
The presentation was clear and…
The presentation was clear and delivered at a good pace. All the questions were answered thoroughly
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