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Financial consultant

Wesleyan Colmore Circus Queensway, Birmingham B4 6AR

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4.3
Closed
Friday9AM–5PM

0800 092 1990

https://www.wesleyan.co.uk/

Colmore Circus Queensway, Birmingham B4 6AR, United Kingdom

Apply Online

Services

  • Auto Insurance
  • Business Consulting
  • Commercial Insurance
  • Dental Insurance
  • Estate Planning
  • Financial Coaching
  • Financial Planning
  • General Investment Consulting
  • General Liability Insurance
  • Health Insurance
  • Home Purchasing Assistance
  • Home Purchasing Consulting
  • Insurance Annuity Investment Advisement
  • Insurance Purchase Consulting
  • Insurance Related Financial Advisement
  • Investment Advising
  • Life Insurance
  • Mortgage Loan Application Assistance
  • Mortgage Loan Shopping Assistance
  • Mortgage Refinancing Assistance

Wesleyan Reviews

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Marilena Siqueira
5.0

I could not recommend Wesleyan and our advisor, Nick Zand, highly enough. Nick has been superb in securing a great remortgage deal for us despite our complex circumstances. He has in depth knowledge of the process from the lender’s point of view and his help was invaluable. He made the whole process easy and stress-free, communication was via phone and video calls and he was responsive and efficient. No matter what my enquiry was, Nick was on the case right away. His advise is honest and he is so friendly, an absolute pleasure to work with.Excellent service, thank you Nick.

Response from the owner

Thank you Marilena for taking the time to leave such a lovely review. We're so pleased that Nick was able to support you through your remortgage, and can't thank you enough for the kind words and 5 stars. It is very much appreciated. Wesleyan

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sara roxburgh
5.0

This service has been outstanding from start to finish. I am a first time buyer and as such needed things explaining and simplifying. Claire Evans, my mortgage advisor has been friendly, professional and more than diligent all the way through the process. She has gone above and beyond to ensure I was always up to date and comfortable with all my options and made sure I got the best mortgage possible. I don't know what I'll do without a Claire Evans when this is all over. Superb service!

Response from the owner

Thank you so much for taking the time to leave such great feedback Sara. It is very much appreciated and will certainly be passed onto Claire. We hope you enjoy your home and are pleased to hear how much Claire was able to help with finding you the right mortgage deal. Wesleyan

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Tom Burney
5.0

Nick our advisor has been a superb help throughout any interaction we've had with him. He is able to break down the complexities of investment and finance incredibly well and helped us make informed decisions.His advice always felt honest and genuine and while I'm not naive enough to forget that Wesleyan is a business, all our recommendations were presented in a way where the co-creation of growth/profit was clear

Response from the owner

Thank you Tom for the in-depth review. We're so pleased to read of the relationship that has been built with your Wesleyan Financial Services Consultant. Take care! Wesleyan

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Ad GT
5.0

Nick Zand was fantastic in guiding me towards an payment protection plan that was suited to my stage in training. He was honest and open at all times and very accommodating with regards to my busy schedule. A pleasure to work with.

Response from the owner

Thank you so much for the feedback. We're pleased that Nick's advice proved so helpful, and wish you all the best in training. Thanks again. Wesleyan

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Kay Gee
5.0

My husband and I are members of Wesleyan and have been for at least 12 months prior to really requiring their services.We were lucky enough to deal with a superb mortgage advisor called Claire Evans. From the get go, she showed she was a seasoned professional who not only has a high degree of competence, interpersonal and communication skills but, has high praise and strong recommendations from her peers a like.She demonstrated her credentials in the mortgage arena in not only deciphering our complex mortgage situation but, securing a great value new mortgage with a top lender in 10 days! She has been persistent when required, efficient all of the time and most of all she has been interested. We felt valued when telephone customer service can be unenthusiastic, tedious and often trying. At no point did Claire disappoint - we had regular updates, which was in clear language and free from jargon. We always felt were in the driving seat and were guided every step of the way. We would go as far to say we felt special as customers - and we were getting a bespoke service. Expectations were managed well and timeline were ironed out giving us a real sense that we were dealing with a trusted and respected professional who had our interests front and centre.Overall, Claire - through the Wesleyan has been kind, supportive and helpful through what can be a very stressful experience. Her energy and positivity is testimony to her professional and personal qualities which shine through. Even though we have never met in person we honestly felt like her only client. Without her our house journey would have been a lot more complicated and confusing. Thank you Claire, you are inspired.

Response from the owner

Wow. What a fantastic review. Thank you Kay for taking the time to share your experience. We will ensure Claire receives this feedback too. Thanks again. Wesleyan

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Tony Freemont
5.0

I was introduced to Nick Zand through the Wesleyan.What a pleasure it was to work with him. He was knowledgeable, friendly and professional.He helped me to change the way I use my portfolio of investments in a way that I have no doubt will benefit me for many years to come.I recommend him to anyone in my position, in need of sound finacial advice.

Response from the owner

Thanks Tony. What fantastic feedback. Really appreciated. Wesleyan

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Max Mulvaney
5.0

Used Wesleyan twice now to remortgage and both times they were really helpful in tricky situations (first the pandemic, then avoiding rate rises!). They're prompt, helpful, and really take the stress out of the situation. Rob Surtees and Sade Ayodeji are your guys if you want people who know what they're talking about, and couldn't be happier to help!

Response from the owner

Wow. Thanks for the fantastic review Max, we LOVE hearing from satisfied customers, and wish you all the best in your home. Wesleyan

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carly maddison
5.0

We were searching for the best mortgage broker and was given a recommendation to use Tom gwilliam at Wesleyan, Tom has fab communication and got us a brilliant mortgage deal, he kept us upto date with the processes and listened to what we wanted and took it all on board. Would highly recommend Tom gwilliam and would deffo use him again when the time comes. Thank you Tom and wesleyan

Response from the owner

Thank you so much for the 5-star review Carly. We know how hard Tom works to support clients looking to mortgage / reomortgage their property, and also know how much he will appreciate this lovely feedback. Take care. Wesleyan

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Stuart Haining
1.0

Terrible experience so far. Trying to self manage ISA switches to Wesleyan, dreadful experience, clunky customer services portal, slooooow responses, everything seems geared towards pushing you towards paid advisors. Even complaints take weeks to go nowhere. So bad I'm surprised they've stayed in business.

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Daniel Jennings
5.0

As first time buyers we had very little knowledge off mortgages or the process.We had Shaun Thomas as our mortgage adviser/broker and have to rate him and the service we received 10/10.From the start off our mortgage application he was professional, informative, polite and responsive. He listened to our wants and preferences and found us a great selection off mortgages that matched our critea with very good interest rates and fee's.Any questions we had whether big or small he responded quickly, professionally and with informative replies and was happy to explain things in an easy to understand manner.Wesleyan and Shaun Thomas made things very simple and easy for us and I would not use anyone else in the future for my mortgage brokers. I would recommend him and this company to anyone. Fantastic service

Response from the owner

Thank you Daniel for taking the time to provide such fantastic feedback. We really do appreciate it. We know how hard Shaun and the mortgage advice team work, so this is really pleasing to see. Thanks. Wesleyan

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