Geoff Forster

Please provide a brief comment about your experience with Geoff

meeting with Geoff went well and all my questions answered as to whether I actually need an adviser that is what I remain unsure of

How has Geoff Forster helped you?

Geoff is easy to contact and flexible with home visits to suit us, as we both work. Investment planning is a complex subject, and the various options are explained clearly in layman's terms, so that we can understand the pro's and con's of each choice. Equally, our ideas are listened to, and plans developed which build them in As a result, we have a clear idea of what our plans might return, and can plan our lives reasonably effectively around them. In summary, Geoff has proven reliable, advice is excellent, and our investments have performed very well, given we are approaching retirement and favour caution over outright gain.

What could they have done better?

Perhaps could share ad hoc suggestions for specific investment opportunities between yearly update meetings?

How has Geoff Forster helped you?

Fully considers your situation and level of understanding of the financial requirements you require. He then explains what could be done , with the implications of actions taken and determines the most appropriate action to take to produce results you hope to achieve.

What could they have done better?

In all the years I have known him as my IFA (20 years) I have had no cause to think that he has not done his best for me.

How has Geoff Forster helped you?

Friendly, knowledgeable, safe, interested in finding right product to suit you. Understanding of personal circumstances and products available.

What could they have done better?

Support Altrincham FC ;-)

How has Geoff Forster helped you?

Geoff manages to combine professionalism with personal service so that you feel he really knows your needs. He has advised us for quite e few years now and has helped us to feel our savings are safe. He goes the extra mile for you to be sure you get the service you need. Highly recommended.