Foresters Financial Omdömen 988

Lee conner was extremely nice and helpful to me and my son and he literally explained very nicely. We had a great experience. Thank you

Was very helpful and made everything easy to understand.

To be honest I would not give them 1 Star.
On advice from one of their financial advisors. my daughter took out a Policy and re-invested her Child Trust Fund. He did not listen and manipulated her into having something she did not need,obviously, for the money he would make on it.
Despite complaining , they did nothing and my daughter still faces a stiff penalty if she takes the money out.
They are a company that cannot be trusted, only interested in financial gain for themselves and encourage their advisors to sell products regardless of the hurt they cause!!?

KEEP AWAY

After having a rep sign me up, I immediately that week requested to immediately cancel and then a year later realized he did not cancel the policy. I submitted a request to cancel, they said the email had to be secure mail. I sent it secure mail and they said they needed my ID. I sent my ID and they said I needed a wet ink signature, I sent a wet ink signature. Now they’re saying I need the signature notarized. This company is a scam and I have discontinued payment via my bank and am reporting them to the BBB.

Lee Connor was really clear and articulate on what was going to happen with the further plans with Foresters Financial. He was very kind and patient with me as we discussed the whole process of my mature trust fund plan. Would happily talk to him again!

kind and patient

Very Helpful with plenty of Guidance to help make a financial decision

Lee was very supportive and clear and made us both feel relaxed. He was knowledgeable and informative and didn't rush us to make any decisions.

Customer service was impeccable! Couldn’t have asked for better guidance and super kind.⭐️

The man that i spoke to over the phone was really helpful!

Really good customer serve and loads of really helpful information and clear answers

Very good very helpful

Thank you Zach Crossfield ! Me and my dad really appreciate you helping me with setting up both lifetime ISA and stocks and shares and its been very helpful learning about the different options and opening an account ! Thanks for all your help over the last few months we both really appreciate it !

Denise, our advisor, has given exemplary advice through my daughter’s Trust Fund journey and I have been very pleased with the growth it has achieved. It was so helpful to have advisory meetings with the conversion to an adult ISA

I used Foresters for my childs investment, and have had nothing but good interactions with them. Their help and advice has been invaluable in ensuring a good foundation for the future, and giving my child a chance I never had.

Olivia was very clear in talking to my son about his next steps, she guided him through the options and checked his understanding ...

This company bought my son's child trust fund years ago. Some time before it matured I tried to arrange to have the fund available as cash for him when he turned 18. Instead the company put it into their stocks and shares fund which promptly dropped nearly £1000. It has recovered now so we are removing the money but I assume Foresters will take the fee they charge for the account we didn't ask for.

I'm sure it makes sense for the company to get business from young people turning 18. But we can see them as the sharks they are.

My advice to anyone with a trust fund with Foresters is to move the funds to a child cash ISA elsewhere before they can seize it. Wish I had.

Tim is really knowledgeable and approachable. He is quick to respond to queries and always helpful. thank you!

I was given the financial advisor called Olivia Begg by foresters financial and she was a very polite, kind and patient lady who gave very detailed but also easy to understand explanations on all the subjects concerning myself about ISAs. She tried her best to answer all of my questions and did a very good job at helping me with my queries. I would recommend people to foresters financial and would especially like to give Olivia as an advisor a special recommendation as I think she did a great job helping me. Thank you foresters! Just wanted to add, Jesus loves you all! God Bless!

Cheryl was very thorough and helpful, taking us through the entire investment process smoothly. We were very comfortable discussing our investment plans with her, and found her to be knowledgeable, providing clear guidance on options available to us, which was very useful.