Foresters Financial - UK Reviews 457

my experience was made great by my kind and supportive advisor, lee. didn’t take long at all to sort things out, short and concise.

We recently made some financial decisions regarding various ISA and pension options. Jade has helped and advised us through every step. She has addressed all our concerns and answered every question, no matter how trivial. She is very friendly yet extremely professional and inspires confidence.

Explained my queries
Very patient and efficient

Well I just registered for few packages but the rep was very helpful. She guided me all the way through.

Very happy with the service received yesterday by Cheryl. She went over everything thoroughly and I was very happy that she could take a cheque as I don't do online/mobile banking yet! Never had any problems with Foresters and we have been with them for quite a few years.

Denise was extremely helpful and took time to explain in detail all options available to us all.

Easy to set up and like the idea of the Portal system to check on investments.

Very happy with everything and would thoroughly recommend Foresters.

Lee Connor was so supportive when signing up, informing me about all the advantages of Foresters etc, definitely was an enjoyable experience creating my account effectively and efficiently with Lee

Everything has been perfect. Communication was excellent with Lee all the way through. Very patient!

This is a lovely company, never a problem, even though I live abroad, and I will review again when CTF is paid out.

On a separate note, it should be much easier for any disabled people / wards of court etc. etc. to cash in their CTF to anyone controlling a bank account for them (from any provider) I'm sure Foresters agree the current system is unfair in terms of court costs to get back relatively small amounts.

Great company, always very straightforward, clear and trustworthy. Lee is a pleasure to work with and makes everything so easy!

Superb friendly service received from our advisor Mark Leach. He took the time to explain the benefits and shortfalls of investing in your particular products. Would highly recommend.

Really helpful and insightful. Spoke through anything I didn’t understand and gave me time to look through things. Showed me the app and how to work it.

Great experience with a lady Steph in the trust fund team (maybe Stephanie)

Excellent service. The advisor took her time to go through everything with me without rushing. She was very polite, patient and helpful. She made my experience with Foresters Financial uk very pleasant. Thank you very much .

Leslie Yarrow is a really helpful advisor, explaining things simply for the average person to understand planning financially for your future

Excellent advice with an advisor who was polite, calm, patient and knowledgeable.

Great support and benefits, the perfect approach and platform for simple investing

- Explained all details in depth and made it easy to understand
- Sensible and useful advice was provided
- Products were explained in depth

I am a parent of a young person with a disability for whom I have LPA. It's been an ongoing drama trying to get Foresters to release the CTF funds. Firstly they lose the LPA documentation. Customer Services are amazingly unhelpful and just told me it was my fault, they hadn't received anything and I had to get everything aurothised and sent off again. It was the financial advisor who, I want to say, has been nothing but kind and helpful throughout, who had to get involved, and it then transpires that they had got the LPA but they had mislaid it. Not an experience that inspires trust. Then they decide that I have to be ID checked again and I have to send them my passport and driver's licence etc. So I jump through all the hoops and get certified copies. Then nothing. So I have to ask the financial advisor to prompt customer services. The Building Society account the funds are to go into are not in the full name the CTF is in, it's omitting one first name, and I was told that they will not transfer the fund into an account that isn't in exactly the same name as the CTF account. I have also been told that they cannot pay the money into a Building Society because they use a reference or roll number. When I point out that the BS actually uses a Barclays account to clear payments and here is a reference number for the payment on the paperwork already validated at the post office as genuine, I am told you can't do this with BACS payments as you can't use reference numbers on BACS payments - which is an extraordinary claim to make- and also Foresters is not a bank and they do not electronic transfers. They are insisting they issue me with a cheque. Unless I send them bank statement for an account in exactly the same name as is on the CTF account. When I can only assume they become a financial institution that can do electronic bank transfers and have a field for reference numbers. I am also told that in any event the BS wont accept any funds paid in by cheque, because the account it's being paid into isn't in exactly the same name as their CTF account. And this is Customer Service. Apart from the financial advisor my whole experience of dealing with Foresters has been distressing, this has been going on for over 6 weeks. Your treated with suspicion and contempt. I wonder how many other poor families are being similarly treated. Also Please don't tell me to ring Customer Services, after 6 weeks your fed up with customer services and 'complaints'.

Jade Hull, our Financial Adviser, was very helpful and very knowledgeable about various products. It's reassuring to have personalised service looking over our accounts.