Wesleyan Avis 3 683

Wesleyan free service was offered via my Teaching Union recommendation. I wanted to understand my Teacher pension to get the best out of when to take it.
I had a 20 minute EST Appointment – Raj Swali (EST Agent Name). Professional service. Raj explained very clearly the sections of my statement and answered and questions I had. Would recommend.

Straightforward communication and contact to arrange an interview. Expert consultant with highly relevant experience and knowledge. Well prepared for the meeting. Realistic, helpful and reassuring.

Chloe was extremely knowledgeable, helpful and polite and was of immense help discussing my teacher pension options. I highly recommend.

The meeting began on time and was conducted in a friendly and professional manner by Andrew Thompson. Our questions were answered openly and advice was given based on our requirements.

Andy Shaw was very helpful and I was impressed with his knowledge, tone and mannorisms. He is a credit to the company.

I have had excellent service from Steve Blewitt over the last 9 years. I thought it about time I acknowledge the very personable and thorough level of financial care I’ve experienced from him. Over the last nine years, I’ve had face- face meetings, remote meetings and email conversations and at every point Steve has always taken the time to explain my financial options in detail bearing in mind my own risk averse nature. He always answers queries and is very patient if I need anything else explaining. I have always had an excellent level of care from Wesleyan and that is very much down to the high standard of financial care and expertise from Steve Blewitt. He is an asset to the company.

Naz explained what I needed to know about my pension in a clear way and was able to pause and answer any questions I had as we went along.

We’ve had such a positive experience with Ranveer Khatkar, our mortgage adviser. Right from our first meeting, she really took the time to get to know our needs so she could tailor advice properly; she expertly answered our questions and broke down information clearly so that we could make informed choices.

We felt fully supported by Ranveer throughout and appreciated her responsiveness, especially when coming to market as first-time buyers during a time of volatility and unpredictability! No question has felt too simple or difficult to answer - overall, we’re really grateful to have had Ranveer guide us through this journey. She’s been a huge reason why a potentially daunting process has felt manageable - she’s kept us informed of stages throughout so we know what to expect, and has been professional and friendly to work with.

I had a very informative telephone conversation with Andy Shaw regarding the Wesleyan Products I hold. He listened to my retirement plans and advised me accordingly as to the options I had with my policies moving forward.

Quick turnaround for appointment, in depth discussion, plans tailored to my wants and needs and Sam was really quick to react to market changes and come back with adjusted options through the process.

I’ve had the pleasure of working with Keith Johnston as my financial advisor, and I can confidently say the experience has been exceptional. Keith combines deep expertise with a genuinely client-focused approach, taking the time to understand my goals and tailor strategies that feel both practical and forward-thinking.

What stands out most is his clear communication—complex financial concepts are always explained in a way that’s easy to understand, which has helped me feel more confident and in control of my decisions. He’s also consistently responsive, professional, and proactive in keeping my plans aligned with changing circumstances.

He has been especially helpful with my retirement planning, offering clear guidance and thoughtful strategies that have given me real confidence about the future. His ability to break down long-term planning into manageable steps has made what once felt overwhelming much more approachable.

I highly recommend Keith to anyone looking for a knowledgeable and trustworthy financial advisor who truly puts their clients first.

Ian Hodge is pleasant and knowledgeable and advised us effectively with the various aspects of our finances.

A good conversation with Chloe. Helped me to understand my choices more.

Being a first time buyer and not the most straightforward background or conditions I was worried going into the process of looking for a mortgage. I am thankful to have Ifty advising me! His support has made the whole process much smoother than expected, he had kept me informed at all stages and shared all of the essential knowledge and essential facts for buying your first home. Ifty has communicated swiftly and effectively with me throughout the whole process and I am now in the process of finalising the last bits for my perfect new home. I would definitely recommend Wesleyan and especially Ifty Bhatti.

Straightforward advice and responses. The advisor was very knowledgeable of the topic discussed.

EST Appointment - Satish Mall

Satish was very calm, professional and clear, plus totally empathetic about my concerns regarding my data analysis skills! He explained everything concisely but comprehensively and always stopped to answer my questions thoroughly. By the end of the meeting, I felt much clearer in my mind about financial planning for my retirement and which options to consider for my specific circumstances. The follow up email with information about retirement costs was also helpful and clear. Thank you

Chloe was amazing! She led a hugely insightful meeting with me today. Incredibly knowledgeable about a very complicated teacher pension system. Chloe could answer all my questions! Fully recommended!

Eli was excellent. She had clearly spent time before our meeting to ensure she was familiar with previous meetings and my current financial situation. She was punctual, kept to time, enthusiastic and supportive. I found the session hugely valuable. Thank you

Keith Johnson has been a great support with the financial advise he has provided in a time or uncertainty and tubulence. His knowledge of NHS pensions has been extremely helpful and timely, and after other bad financial advice experiences he has been able to give me a clear picture of where I am at present and how my financial position will look in the future with various forecasting models which are allowing me to make sound decisions

Our advisor, Eli Black, was friendly and efficient. She explained everything very clearly and thoroughly.