Foresters Financial - UK Reviews 463

I learnt more about the stock market in an hour than the rest of my life altogether

Really helpful and patient, took time to explain options in clear language

Lee was so helpful and Personable and made the whole process make so much sense. He explained everything i needed to know in such an easy way. Absolutely fantastic service.

Terrible service, my policy matured on 24th August, phoned them a few days later to ask when I would get my money, women on the phone told me my cheque had been sent the previous week, “Royal Mail must have lost it”. I was then told another cheque would be sent special Delivery. Another week passed and I phoned again as I still hadn’t received my cheque to be told it was sent 3 days ago , but not by special delivery even though the women confirmed it was on the notes of my account that it had to be sent special delivery, I was then told someone from customer complaints would contact me. Someone from customer complaints phoned me 3 days later and admitted that my treatment was not acceptable and offered me £20, I declined this offer as it had cost me a lot more then this in phone calls and my time. I was then told a senior advisor would contact me within 5-10 days to discuss my dis-satisfaction, 16 days later I’m still waiting. After pay my policy every month for 38 years this is a terrible way to be treated. I would strongly advise you to go nowhere near Foresters’s Financial.

Very polite, patient, and straightforward. Made me completely aware of what i was doing and with great advice.

Many years ago, we opened trust funds for our children, unaware of Foresters’ comparatively high management charges. When I raised this, the customer service agent tried to persuade us to keep the fund, claiming that we were paying for skilled advisers. I pointed out that in the 18 years we had held the policy, we had received no contact or advice whatsoever.

Now, at the point when my daughter needs access to her money, the problems continue: despite being assured that the funds would reach her bank account within five working days, nothing has been received. Poor service.

Frustratingly Outdated

Foresters Financial makes managing your account unnecessarily hard. Their interface feels stuck in the past, and changes or updates take way more effort than they should. Customer support is only available 9–5, Monday–Friday—very inconvenient compared to other companies. There are far easier ways to manage your money today; Foresters feels like a relic of the 1980s.

Lee Connor was great during the meeting I had, very informative and answered every question I had. I would definitely recommend foresters, as there are great benefits and amazing advisors that are so helpful.

Lee our advisor from Foresters is excellent. High degree of integrity, responsive and no question is too silly to ask. Very straightforward and customer focussed which means one is happy to invest via him.

Great useful guidance from Lee today, appreciated hearing about all the members benefits too thanks!

BEWARE - DO NOT INVEST WITH FORESTERS FINANCIAL!!!
Great customers services when they try to get you to pay in, but zero customer services when you need their help even after having been their client for years. My young daughter had unfortunately, paid £12,000 into the wrong account due to a 1 digit error number on the account, but they refused to sort this issue out, even though she has sent them bank statements to prove that the monthly DD has gone out of her bank account after she gets her monthly salary. We had called HMRC and they said admin errors happen, so it can be repaired but the provider, ie Foresters Financial would have to correct the error from their side, even if it had occurred in previous tax years. Guess it’s too much trouble for Foresters Financial to sort it, hence, it’s easier to say no. Now we have to ask The Financial Ombudsman for help.
What a disgrace!!!

A 2025 report to the Financial Conduct Authority (FCA) shows the company receives a high volume of complaints, primarily regarding general administration and customer service, particularly within their investments division.

Great return on the original CTF investment. Good advice about next steps, clearly explained. MyForresters looks really good for rewards.

“I’m really impressed with the level of service from this pension company. They took the time to explain everything in simple terms and made the whole process stress-free. I now feel much more confident about my retirement planning.” Thanks Lee Connor ( The best advisor).👍

Hi,

I was speaking with Bec today and I just wanted to say what a credit she is to your organisation.

Myself and My Daughter were trying to draw out on her child trust fund account and we were having issues, Renee is going into her 2nd year at Uni and it's coming with a rather large price tag so these funds will come in very handy and this is exactly what we intended them for.

We live in Australia so it made it a little tricky and Bec was just so patient and helpful.

Bec keep doing what you are you doing & great things will come your way I'm sure

My Financial Advisor is Kam Sihra. I like her for many reasons. She has such an open energy and is very easy to talk to. Most importantly, she is very patient when I struggle to grasp certain financial concepts.

I’ve recently been chatting with Lee Connor at Foresters, and he’s been really helpful in talking me through my options and explaining everything clearly. He took the time to go over the details with me, answer my questions, and make sure I understood what was available.
Even though I’ve chosen to move most of my ISA elsewhere, I’ve really valued Lee’s advice and support throughout the process. It’s made things a lot easier to navigate, and I appreciate the time and care he put in.

We have been with this financial company a long time. The customer service is excellent. The financial advisor we have is professional and very helpful allowing us to make our own choices. The benefits the company provides is a bonus. Would not have saved the amounts we have if we hadn’t come across Foresters Financial in the past. If you only have a little to save, it’s worth saving with this company. They are more on the ethical side than other fossil fuel and unethical led companies.

I cannot thank Zainab Jamal enough for the help she gave my daughter when her Trust fund matured, she guided her through the whole process so efficently and explained everything very carefully so my daughter fully understood

Awful awful company. Have paid into this firm for 35 years my policy matured in July and after several phone calls and numerous promises am still waiting to get my money. Was offered £20 compensation for the bad service they provided. May get a cheque for my money in a couple of days we’ll see! Quite prepared to take my money out of my bank account but won’t pay my money directly back into it so have to wait for a cheque,no communication from them I’ve had to contact them each time .. do not use this firm customer service is just awful can’t rubbish them enough should be a minus 5 stars if it was available.