Our Financial Advisers
We provide a personal financial planning service by home visit or video call, to help meet yours and your family’s current and future financial needs, at no direct charge to you.
Home-based and video financial planning service
Our customers rate our Advisers 4.7 out of 5 stars
Taking care of family finances for nearly 150 years
Our Financial Advisers do not charge for financial advice.
Beware of fraudsters impersonating Foresters Financial
We are aware of some instances where fraudsters are making unsolicited contact with individuals and falsely claiming to work for Foresters Financial/Forester Life, in an attempt to gain access to an individual’s crypto assets. This type of scam is known as a clone firm investment scam and is on the rise across the financial services industry.
Any such contact is fraudulent and is not associated with the products or services Foresters Financial offer. Foresters Financial do not offer any compensation for any loss related to these types of scams.
Our Financial Planning Service
Whatever your situation, our Financial Advisers will be on hand to take you through your options and help determine what type of savings or protection Plan is best for you. Once we have found the right solution to suit your needs, you will be able to make your decision. Simple as that.
With over 190 of our own Financial Advisers based across the UK, you can be assured of personal attention and a quality service at all times. Our Advisers work solely for Foresters and are paid directly, therefore they will not charge you for any advice given.
Meet with one of our Financial Advisers by video appointment or face-to-face with a home visit, to discuss your options at your convenience. Request a Financial Adviser appointment by completing our simple form.
Our service to you
Your Financial Adviser Visit
Request a visit
Complete the form below to request a visit, or contact your Financial Adviser through your online MyPlans account.
You have the choice to meet with your Adviser face to face in the comfort of your home, or by video appointment, whichever suits you.
Meeting your adviser
Our Advisers work solely for Foresters and are paid directly, therefore you will not be charged for any advice given.
Your Adviser will explain our financial planning service and how they can be of help to you. Your financial goals and current situation will be assessed to consider if any of our products would be suitable for you.
Finding the right solution
Your adviser will recommend any of our protection or savings plans if they suit you or your financial objectives.
The recommended Plans will be explained to you, making sure you understand them. However, the decision of whether to proceed will be entirely yours.
How our video appointments work
1
Arrange an appointment by completing the form below, or contacting your adviser within your online MyPlans account.
2
You will be sent a confirmation email with your appointment date, time, meeting link and the documents needed for the meeting.
3
Video appointments will use Microsoft Teams, where your Adviser will be able to assist you with yours and your family’s financial needs.
Information to prepare for your Teams meeting >
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. ❞