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Providing a personal financial planning service

Why invest with Foresters?

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Highly rated

Our customers and members rate us 4.7 out of 5 for our service

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Trusted

2.4m customers in the UK, US, and Canada, with £5.6bn UK FUM

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Established

Managing family finances and making a positive impact for over 150 years

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We go the extra mile

Financial Advisers, expert investment managers, and exclusive benefits

Why Choose Foresters


Est. 1874

Taking care of family finances for over 150 years. With more than 2.4 million customers and members.

 

 

Helping is who we are

We are a mutual organisation helping to make a difference. We are driven to share, not shareholder driven.

 

Putting our customers first

Choice in how you do business with us, from managing your online account to having your Financial Adviser on hand.

 

Find out more about Foresters Financial 🡢

Our Financial Planning Service Brochure 🡢

What IS A

 Become more financially savvy and learn all the basics to be in control of your finances.

Watch our videos on What IS A ISA, Lifetime ISA and CTF and learn how to get started with your finances.

 

See what our customers have to say...

 

❝ Always happy with his explanations of products based on the information I give him. He listens to my needs if circumstances have changed. Very informative ❞


❝My Financial Adviser was extremely friendly and thorough and talked me through anything I was unsure about. I felt comfortable and am looking forward to saving for my daughters future with you! ❞


❝We’re so happy to be part of the Foresters, sound financial advice from friendly advisers. We couldn’t be happier with the whole experience. ❞

 

Financial markets have recently experienced volatility due to the sharp rise in global inflation. We have seen large falls in many types of investments, including bonds and equities that your fund may invest in. Our general advice is to keep calm and think about your medium to long-term investment plans. For more information, read our article, investing in volatile market.

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Giving you the choice to invest your way

Our professionals make investment decisions for you - making investing for the future easy. With our ISA, Lifetime ISA and Junior ISA you have the option to invest in a choice of funds.  

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MyPlans

If you have a savings plan with us, you can manage your Plan online with MyPlans. MyPlans allows you to make payments online, view your Plan value, see the fund performance, investment information and contact your Financial Adviser.

To view your Matured CTF ISA, ISA, Savings & Investment Plans, Child Trust Funds or Junior ISAs online all you need is your Plan number, date of birth(s) and postcode to set up your My Plans account.

Watch our videos on how to create and navigate around your MyPlans account.

MyForesters

If you have a Plan with Foresters and are aged 18 or over, you can access your benefits through MyForesters. On MyForesters, you can access LawAssure, apply for grants, check your current grant applications, join community and fun family activities and more.

To register for MyForesters you’ll need:

  • Your Plan number
  • Your email address on our records

Find out more about your member benefits >

happy couple creating a will on LawAssure with Foresters

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