Foresters Financial Reviews 949

I had a great experience—the person I spoke to on the phone explained everything clearly and was extremely helpful throughout. They were patient, knowledgeable, and made the whole process much easier. Really appreciate the excellent customer service.

Good email communications and very easy to book an appointment online. Mark Leach explained things very clearly and was a pleasure to chat to.

Really easy and positive experience.

Olivia helped and guided me throughout this whole process. She was a great help and couldn't thank her enough

Jade Hull was brilliant, Super friendly and approachable. She is an asset to Foresters and i would recommend them based off my experience with her.

Very helpful and responsive

I receive trusted advice from Denise and am very happy that my fund is in a safe and secure position with Foresters.

Lee Connor as always went out of his way to answer our questions and although we were feeling very nervous about the current financial environment made us feel a lot more comfortable

Lee was very good explain and assisting us.

Zach is a credit to Foresters and was a great help, super friendly and knowledgeable. Perfect example of someone really great in their role 👍

Lucy Gardiner was wonderful . She was patient and explained all of the financial options available to me and my son now he has turned 18. She was very informative and he was able to make decisions based off of the information she provided. It was a really good learning experience for him too. Her friendly and approachable manner meant that no questions were silly. She helped every step of the way which is unusual these days where everything is done online

Olivia B is straight up awesome! She is very enthusiastic- she explained everything so clearly and truly helped with the future allocation of my money. She is very supportive and deserves more than a 5 star review!

Ms Donelly is a very knowledgeable financial adviser.
She ensures you are understanding the financial information provided.
I have been guided in opening my first adult stocks and shares ISA, a conversion of a child ISA. Ms Donelly has been assisting me for a number a year now and I have become more financially savvy because of her guidance, for which I thank her very much!

Olivia was well informed, not pushy and readily had the details available to answer all financial questions on hand. An efficient review that gave me all of the information I needed.

Timothy was extremely informative without being overbearing.
He allowed me freedom of choice for my investment and clearly laid out all the risks and benefits.
The paperwork was easy to follow.
The meeting was ran professionally without being boring and too formal.
I feel my money is in good hands with Forresters.

I have my child trust fund with them; this is the one assigned to me by the government. When I turned 18, they were very proactive in talking to me about what I wanted to do with my money. Phil was a very nice man, but it was obvious he had basically been given a script to try to make me leave my money with them. Their website has always been impossible. I have to talk to customer service to just attempt to log on. I am now 21, a few months from taking MY money out in order to make a big purchase. Last time i cheked i had roughly £4,000 in my account, but there is basically no way for me to know without having to do the whole song and dance again. Their website is impossible, and trying to do anything with that account is a huge hassle.

Overall, the product itself is excellent; however, the customer service experience was disappointing.

What should have been a relatively simple issue took an excessive amount of time to resolve. I initially called customer support and was transferred to a supervisor. Unfortunately, the supervisor then transferred me again without informing me, which created confusion and reflected poorly on the service experience.

I then attempted to resolve the issue through the chat system. The first representative asked me to wait a few minutes but never returned, and the chat session eventually disconnected. I remained active in the chat to avoid losing the session, but it still dropped. Because of this, I provided a poor rating for that interaction.

I started another chat session and was able to get some additional information. However, that session also disconnected shortly after the representative acknowledged receiving the email she had requested. The instructions she provided afterward could not be followed, and the chat disconnected again.

In my final interaction, the representative, Allyson, did not respond to my followup question and left the chat without addressing it. That experience was particularly frustrating.

As a customer, situations like this can feel overwhelming, especially when the process does not go as expected or as advertised. Experiencing inconsistent customer support in those moments makes it even more difficult, particularly for someone who places a high value on good customer service.

I want to emphasize that the individuals I interacted with were likely well-intentioned, and the sales process itself was handled very well. However, the service side of the experience did not meet my expectations.

I do not want to focus excessively on this negative experience, but I do believe it is important for companies to understand how these interactions affect customers. At this point, I am also exploring other insurance agencies that offer similar products.

Denise is highly personable, capable and was expert at guiding my daughter through her investment options once her trust fund had matured. I love the personal touch and am so impressed with Foresters' approach.

Mark Leach was great!
As someone who has very little knowledge of the financial world, Mark has been super helpful and clear. He took the time to thoroughly discuss all of my options and talk me through the processes.
Really nice guy and highly recommend the service.