Foresters Financial Reviews 988

it was a very good experience and made it clear what was happening

Amazing service
Zack really was so knowledgeable and took the time to help me understand all the options
Simply and clearly explained and was so professional

My financial advisor (Lucy) was very knowledgeable, friendly and helpful. She gave me everything I needed to decide how to invest my money now that I’ve turned 18. I had no idea about anything to do with finance and investments, so having all of my options laid out in such a clear way made it so much easier to decide. I would very much recommend, thank you so much!

Really clear and thorough information. The adviser made absolutely sure that my daughter understood the products she was signing up to.

Cheryl Phillips was very helpful in making sure I understood how to invest my money with Foresters Financial. She was very clear on how the accounts work and how to access my member benefits.

Lee our financial advisor was brilliant, really friendly, chatty and full of knowledge, my lad is quite confident on the phone but I’m sure if he wasn’t Lee would have made him comfortable. Explained everything really well. Thanks

If I could give them less than 1 star I would. I would not recommend them to anyone. To speak to anyone you must wait on hold for more than an hour every single time you call. After submitting paperwork, 2.5 months later they still don't have the paperwork reviewed and the account updated. Terrible customer service!!! Run as fast as you can from this company.

Great service and communication i would definitely recommend!

An incredibly supportive service. Lee is lovely and very helpful. He keeps me well informed and is always happy to answer any questions I might have. I can’t recommend Foresters enough!

Big fan of my financial advisor, Tim Fryer. Wonderful chap and always a pleasure catching up at my account reviews.

Highly professional and helpful service!

"I’d highly suggest Lee at Foresters Financial to anyone looking for advice. He was incredibly helpful and went above and beyond to answer all of my questions (and more!).
He is very polite and professional, which made the whole process much easier. I also really appreciated his flexibility; he was able to move my appointment forward to fit me in quickly, which was a huge help. Great service all round!"

Lee was so supportive and knowledgeable, we felt so at ease

Explained to me my current position and gave me good advice about future investments.

I am trying to make a simple billing change from monthly to annual payments for my mother's policy. I submitted a power of attorney and a request for the billing change in December and made several calls and emails to confirm they had what they needed. After nearly 2 months they have advised that the notarized signature on the POA looks different than the file signature so they want an 88 year old woman in a different city to submit documentation. Let me reiterate, the POA was notarized. I gave up. I can't even imagine what hoops I will have to jump through once my mother passes.

A well carried out experience. Relevant information was communicated clearly and effectively

I had my first meeting yesterday and it was absolutely excellent. I was informed very well, with time and no pressure. Mark Leach was professional but not at all robotic, which made the process even easier.

Was clear and explained the options in an understandable way. Did not feel pressurised.

Clear, friendly and helpful.