Foresters Financial Opiniones 988

Very helpful and helped me understand my finances and how the different accounts work and what they do which allows me to make proper choices now. Cheryl especially was great and very patient with me as she went through and explained the different account types, options ,what they do etc to me throughly to help me make sure I make the best choice for my future. I would recommend this to anyone looking to manage their finances, especially Cheryl.

Natasha (my advisor) takes time to explain everything clearly, she is very friendly and knowledgeable.

Lucy was really great and helped us with our daughter’s child ISA transfer to an adult ISA. She was patient and not pushy in any way. Us and our daughter felt well informed on what to do with the money.
A little blip meant that my wife’s ISA lump sum did not go into the new account, but Lucy investigated this and got straight back to us with information on the problem (not Lucy’s fault)

Very informative, clear, concise and extremely helpful.

Our financial advisor was very friendly and knowledgeable about all the aspects of the products available. He gave sage advice when I asked about some ideas I had and made me feel confident that I had made the right choices. I have been with Foresters for 40 years now and have a nice nest egg for retirement. Thank you Foresters.

Lee was very helpful and gave me a good understanding of my isa.

Foresters proactively reached out to discuss options now our daughters trust fund had matured. Denise talked us through all the options briliantly and made sure our daughter understood the information and decisions she made. Thank you

Lee is always very approachable, explains things in a way that I understand, professional. Lee is responsive to messages in a very timely manner no matter if it is day/evening or weekend
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Lee was a nice guy and explained what was going on well, he was also patience and knew how to navigate me around the website.

Lee was very friendly, helpful and informative

Denise is always very knowledgeable and helpful during our meetings I would recommend her to anyone.

It’s my daughter’s birthday today and she can’t take the money out of her account to buy something for herself as it is updating as though she’s going to carry on trusting these people with her money, personally I wouldn’t trust these people with your money. She is 18 TODAY so you have no right holding onto her money!! I never chose this company it was put here by the government, I chose a different company for my sons trust his made twice as much and paid out at 16 all they said is that he could be liable for the tax on it which wasn’t the case. After reading all the negative reviews if I end up having to chase this payment I’ll be getting a solicitor involved. UPDATE day of withdrawal after filling in all the information I get to the last page where it asks for a 1 time passcode which is sent to your email, NEVER ARRIVES, check junk folder nothing, request another one again NOTHING ARRIVES. And even if you do get a passcode there is nowhere to put it. Will have to call them Monday, people need to avoid this company.

Olivia was very helpful & knowledgeable of the products available & I would recommend Foresters to anyone wanting to invest.

Amazing service, very respectful and was happy to answer all my questions. Thank you to the young lady i spoke with.

Mark Leach explained the possible options available in a way which was clear and easy to understand.

He answered all the questions we had and we were very pleased with the review session.

I was not impressed with this company from the start. I had signed up to have my policy payments debited from my account on the 15th of every month, so ONCE per month. Foresters debits my payments on BOTH the 8th AND the 23rd of every month...never on the 15th as planned and TWO payments per month not just one payment. I have attempted to cancel my policy with them on a few occasions, just to have them explain their way out of why they are defrauding me my money. So I decided to give them one more chance...well, here they go again, this month once again TWO payments on the 8th and 23rd, not on the 15th. So they are done, I have emailed to cancel my policy IMMEDIATELY or I will be seeking legal action against them. Their website as well is very vague, will not give you any info regarding your policy at all. Horrible fraudulent company.

Super attentive financial advisor Lee Connor - always very timely with responding and really kind & helpful. Never had any issues, only positives!

Denise came to visit us to talk about moving our ISA, she was so helpful, explaining all our options. She's very knowledgeable and can talk in depth about their various products. We both opened new accounts with Foresters and Denise has taken care of everything - she's a pleasure to deal with and I have no doubt we will have a long and successful relationship with her and Foresters.

My financial advisor (Mark) is super friendly and helpful, his explanations of the products are clear, he provides materials to read after our calls and offers additional support so I can be confident in my decisions.

I spoke to Lee about my CTF and he was lovely, he helped me carefully choose my next steps and and made me feel confident about my choice. 10/10 experience 😊