Foresters Financial Avis 949

- Chris Graham was my finacial advisor and was very helpful with the process

Clear explanation from Lee on my daughter’s trust fund options to my daughter and me.

Mark Leach was our advisor. He explained everything clearly and made sure my son understood everything. Very warm and welcome approach.

I had a great experience with Vanessa, she is so so friendly and makes me feel supported and so that I can fully understand a Lifetime ISA and Stocks & Shares and gave me advice so that I can reach my savings goals and helped me with setting up saving for myself. Thank you Vanessa

Lee was very pleasant and helped me to reach decisions around my financial planning.

Great guy, everything was so easy to understand and follow along.

Very informative and easy to understand

Mark Leach was extremely helpful he outlined key concepts clearly and helped me to understand the economics of my future.

Mark leach has been an excellent help with managing my child trust fund.

Really brief and short, along with making everything understandable. Would really recommend

Lee was brilliant and ensured that we understood every step of the process. Would recommended speaking to him if you need advice

Great company, excellent customer service! I’ve had an account with them since I was born but had an issue on the system. Called up and costumer service was very helpful in that moment and kept in communication the full way until that situation had been resolved. Thank you very much lewis

Mark Leach was amazing at walking me through my financial options and helping me understand the ways to make my money grow. I really appreciate his time today and approach to setting things up. I look forward to reviewing things with him in the future.

helped to understand all information in detail so i knew what was going on and how to deal with my money

Liz was professional, patient and very knowledgeable. First class service from a first class company. Highly recommended.

As others have commented our daugther is due to turn 18 in 2 days, I contacted our advisor about getting the money out which he informed me could not be done until she turns 18 and she needed to go online and create an account. She has tried to set up and account today but it is saying she cannot do so until she turns 18 which means she will not be able to access the money as soon as she turns 18. Our youngest is 16 so I have reduced the payments down to a minimum and will pay into a seperate ISA with easier access instead.

My daughter turned 18years in August 2025 It’s now october 2025. They requested for passport and HMRC letter which she sent off but they have gone quiet. We have requested that she brings all the evidence in person to verify but they haven’t responded. I didn’t know it would be so hard to retrieve her trust fund.

Our daughter is due to access her child trust fund but it appears that she's unable to create an account, reset password etc. As she's still under 18, we still have access to her account but we also can't access it now which is very strange seeing that she's turning 18 in the next few days.
I must say the Advisers when you make contact are very helpful but it seems as though there's an IT Glitch

The purpose of the call was to set up a SIP. Cheryl explained everything very clearly and the process was really quick.

Lee Connor was very helpful at explaining my options, and helping me to change information which were out dated