Foresters Financial - UK Reviews 463

I've had an account for years. No fuss, well managed and easy to maintain. Additionally the website itself has a very good user interface that makes navigating the website a breeze, all in all, 10/10

Clear and concise explanation of my daughter’s plan. Mark was professional yet added the human touch.

Had a lovely meeting with Cheryl, as I was more of a newbie she explained everything perfectly and now I am feeling more confident about handling my money.

I chose Foresters many years ago for my children’s investments. I couldn’t be happier with both the performance of their investments or the service received .
My advisor, Lee , has been in regular contact and his advice has been excellent throughout .

Very good talked us through everything and very good experience

Kamaldip is such a great advisor, she takes her time to listen and explain things to me whilst also insuring that my money is efficiently distributed into area that fit my lifestyle!

Lee was very helpful , explained everything to me very clearly

My Financial adviser Mark was brilliant so informative and easy to talk to, he made the whole process really easy!

Excellent information, clear explanation of options from the advisor and lots of great incentives.

Very friendly, helpful,and gave us lots of options

Fantastic service and good patience from Connor

Clear explanation from Lee on my daughter’s trust fund options to my daughter and me.

I had a great experience with Vanessa, she is so so friendly and makes me feel supported and so that I can fully understand a Lifetime ISA and Stocks & Shares and gave me advice so that I can reach my savings goals and helped me with setting up saving for myself. Thank you Vanessa

Really brief and short, along with making everything understandable. Would really recommend

Lee was brilliant and ensured that we understood every step of the process. Would recommended speaking to him if you need advice

Liz was professional, patient and very knowledgeable. First class service from a first class company. Highly recommended.

As others have commented our daugther is due to turn 18 in 2 days, I contacted our advisor about getting the money out which he informed me could not be done until she turns 18 and she needed to go online and create an account. She has tried to set up and account today but it is saying she cannot do so until she turns 18 which means she will not be able to access the money as soon as she turns 18. Our youngest is 16 so I have reduced the payments down to a minimum and will pay into a seperate ISA with easier access instead.

My daughter turned 18years in August 2025 It’s now october 2025. They requested for passport and HMRC letter which she sent off but they have gone quiet. We have requested that she brings all the evidence in person to verify but they haven’t responded. I didn’t know it would be so hard to retrieve her trust fund.

Lee Connor was very helpful at explaining my options, and helping me to change information which were out dated

The all-star ace-tier Cheryl Phillips is a wonderful, kind and informative advisor who really helps you to understand all of the nitty-gritty aspects of opening an ISA. I am very new to it all and she held my hand through the whole thing and I feel a ton more confident about it all now.