|
Foresters ISA
By Foresters Friendly Society
Foresters Friendly Society stocks & shares ISA is a smart, tax-efficient way to save monthly. It's flexible too – access your money or change your monthly Direct Debit amount as it suits you.
This product is issued by Foresters Friendly Society
|
|
Website: Visit the website for this product
Reviewed on 05 May 2011 by Lisa Stout
Good Points: Easy to open a simple form and identification. My advisor filled in everything for me.
Bad Points: Not much contact with the company its been running over a year and I have yet to have a statement of account.
The company is run in a interesting way to me. They are there for the investors and not out for profits. I like the way that when you join them you are more like a family and get invites to trips out and local meetings them are also very friendly, maybe a little too friendly for some peoples liking!
I need to have a little more information on the product and feel they should send statements every 6 months so you can see the value of your investments.
I have recomended them to my friends and family and would only do this if I felt I could trust them which of course I do.
Website: Visit the website for this product
Reviewed on 05 May 2011 by THOMAS LLOYD
Good Points: It is a great way to earn tax-free interest on your savings and investments. I found that it was really easy to open this ISA and I liked the fact that I could set up a monthly direct debit to make further contributions if I wanted to.
Bad Points: I would prefer to pay a lower percentage rate for the annual management charge.
I found that this was a good stocks and shares ISA to open. I was particularly impressed with the Forester Friendly Society benefits that you receive when you open this ISA. For instance I now am able to receive financial protection when I need it most and I get access to exclusive discounts and savings. The Annual Management Fee for operating this ISA is reasonable (2-3%), but of course I would have preferred a lower charge. I feel that at least I have got good value for my ISA overall, because I receive the Forester Friendly Society benefits too. I ultimately believe that I have made a sensible investment by opening up this ISA. I would regard this as a long-term investment because it is based on stocks and shares.