Financial Advisers

Adviser Portal

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How we can help you …

If you are a UK Financial Adviser we can provide you and your clients with:

  • Secure online access to our full product literature 
  • The ability to submit new business online
  • Access to tax efficient savings and investment plans only available from a friendly society
  • Offering differentiation for you and your clients, through our saving and investment products

Our Products

We offer a range of financial products which can help to support your clients at any stage of their life. From Child Tax Exempt Savings Plans to 50+ Life Cover, a Stocks and Shares NISA and more, all of our plans are designed with simplicity in mind, as well as a clear goal for your client.

For more information on the full range of Foresters Friendly products please contact us on 0800 954 2474 or

What our advisers say

Testimonial: BlankDavid Wynick, who runs a successful Financial Advice practice, says 'I use Foresters Friendly Society due to a combination of their financial strength, good service, and performance. Since being introduced to the Society via a meeting with Tony Tudor, the regional face-to-face Intermediary Account Manager, I have placed numerous TESP policies with Foresters for a variety of clients.'

David concludes 'I like Foresters' mutual ethos, approach to doing business with advisers, and the range of products and member benefits the Society offers.'

Testimonial: BlankLaurie Mellor from the Mellor Practice says 'With profits still has a place for the cautious investor who does not like to see minus signs on their annual valuation statement. We are comfortable with only a few select companies - those who have earned and maintained savers' trust for managing with profits well over the years. Foresters Friendly Society is one of our trusted providers.'

Testimonial: Blank
Graham Hort, Financial Adviser, says 'I have used Foresters Friendly Society for over 3 years and am more than happy with the service the mutual provides to me and my clients.  From their face-to-face sales team to the service team at their head office, they always go the extra mile.  The Society's approach to saving and investments is proven and their mutual ethos offers differentiation to me and my clients from an organisation you can trust.'


Contact Us

If you have any questions regarding any part of the site, please email or call our Adviser helpline on 0800 954 2474.