Wesleyan Reviews 

4,043
•
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 Consultant
  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
4-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

(4,043)

715 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

Taking the time to help!

The whole experience was totally professional. Caren McCusker was very helpful and informative and made me feel that she would take time with me and listen to what was being said and then respond. I didn't feel rushed - total support throughout. Thank you - Phil

6 October 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service and advice from Keith (Johnston)

Our interactions and interactions with Keith Johnston were excellent. He'd thoroughly studied our financial situation and provided very useful analysis and reassurance. At this stage in our lives he also outlined what our next actions might be and gave confidence not only that we were on the right track, but that his knowledge and experience would help us remain in a good position financially as we go throughthe next stage of life.

1 October 2026
Unprompted review
Rated 5 out of 5 stars

EST appointment - Naz Tiwana

I had no idea about my pension - Naz was extremely helpful and was able to answer all my questions. He was very clear about how Wesleyan could support me in the future.
Absolutely no pressure.
Would recommend without a doubt

5 October 2026
Unprompted review
Rated 5 out of 5 stars

Excellent service

I had a few meetings with Nadine Nelson. Nadine was very easy to talk to, replied to all of my emails extremely quickly and was a very helpful and knowledgeable financial advisor. I am very happy with the service I received from Nadine at Wesleyan and would not hesitate in recommending her.

29 September 2026
Unprompted review
Rated 5 out of 5 stars

Received communication from Andy Shaw…

Received communication from Andy Shaw by post regarding my pension plan.
Andy followed up with a personal call to myself.
Information given to me was clear and straightforward.
Andy also answered my questions putting me at ease.
Thank you Andy for all your help will contact you again if I need further assistance.

29 September 2026
Unprompted review
Rated 5 out of 5 stars

EST appointment- Naz Tiwana

Gave insights into the TPS benefit statement and covered points that I hadn't thought to ask. Provided a clear explanation of the sections and talked through the different details and terminology. Responded to questions that I asked by making sure the response fitted well. Offered further services at the end of the appointment, ensuring I knew what the options would cover. Confirmed all the details and calculations I required after I chose to book a further consultation.

1 October 2026
Unprompted review
Rated 5 out of 5 stars

Apologies for not writing a review…

Apologies for not writing a review before! We have used Keith Johnston for Mortgage advice previously and then when we moved house last year - absolutely excellent service from Keith. Flexible with meetings to fit around work but most of all just gives a real sense of trust and assurance. In the very complicated world of NHS pensions - I have used Keith’s service again very recently and he has been amazing. Gave me clear and concise information about a subject I felt extremely over whelmed about. I now know what I need to do at what age and just feel so reassured again. We recommend Keith to friends time and time again and he is always our first point of call now - thanks Keith! Think he will be getting a few NHS colleagues contacting him in the near future Xx

10 September 2026
Unprompted review
Rated 5 out of 5 stars

Nadine helped us with our remortgage…

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 next week. She was very knowledgeable, friendly and explained everything in a way that was easy to understand. She made me feel much less stressed about the whole thing.

25 September 2026
Unprompted review
Rated 5 out of 5 stars

Teachers pension specialist

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 from the DF TPS Facebook group) I was able to take a break in service, get my lumps and pension and continue teaching for just a few more years. I also took the extra future planning financial advice with Paul. And now feel totally set up for retirement. He was absolutely brilliant, patience, taking the time to really explain all options.

25 May 2026
Unprompted review
Rated 5 out of 5 stars

Scott was excellent

Scott was excellent, nothing was too much trouble for him, we did have slightly unusual requirements but he succeeded in fulfilling them!
Would heartily recommend, thank you!

25 September 2026
Unprompted review
Rated 5 out of 5 stars

Clear and Concise Advice

Wesleyan representative, Andy Shaw, called me to discuss my pension plan and my various options based on the latest changes to legislation. He was very clear and concise in explaining four different options to me, without resorting to jargon.

23 September 2026
Unprompted review

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