Foresters Financial レビュー 918

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.

Very helpful and helped me understand my finances and how the different accounts work and what they do which allows me to make proper choices now. Cheryl especially was great and very patient with me as she went through and explained the different account types, options ,what they do etc to me throughly to help me make sure I make the best choice for my future. I would recommend this to anyone looking to manage their finances, especially Cheryl.

Natasha (my advisor) takes time to explain everything clearly, she is very friendly and knowledgeable.

Lucy was really great and helped us with our daughter’s child ISA transfer to an adult ISA. She was patient and not pushy in any way. Us and our daughter felt well informed on what to do with the money.
A little blip meant that my wife’s ISA lump sum did not go into the new account, but Lucy investigated this and got straight back to us with information on the problem (not Lucy’s fault)

Very informative, clear, concise and extremely helpful.

Our financial advisor was very friendly and knowledgeable about all the aspects of the products available. He gave sage advice when I asked about some ideas I had and made me feel confident that I had made the right choices. I have been with Foresters for 40 years now and have a nice nest egg for retirement. Thank you Foresters.

Lee was very helpful and gave me a good understanding of my isa.

Foresters proactively reached out to discuss options now our daughters trust fund had matured. Denise talked us through all the options briliantly and made sure our daughter understood the information and decisions she made. Thank you

Lee is always very approachable, explains things in a way that I understand, professional. Lee is responsive to messages in a very timely manner no matter if it is day/evening or weekend
.

Lee was a nice guy and explained what was going on well, he was also patience and knew how to navigate me around the website.

Lee was very friendly, helpful and informative

Denise is always very knowledgeable and helpful during our meetings I would recommend her to anyone.