Geoff Forster

WTK Solloway Financial Planning Ltd

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 7 )

Pensions ( 8 )

Equity Release ( 1 )

Auto Enrolment ( 1 )

Investments and Savings ( 12 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 2 )

Up to £50k ( 5 )

£50k - 100k ( 3 )

Client reviews

First impression from a user who is not yet a client

December, 2014

Overall

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

Review from verified client

October, 2014

Overall

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Service

Value

Based in Cheshire

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?

Review from verified client

August, 2014

Overall

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Based in Cheshire

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.

Review from verified client

August, 2014

Overall

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Value

Based in Cheshire

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 ;-)

Review from verified client

August, 2014

Overall

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Based in Cheshire

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.

Review from verified client

August, 2014

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Based in Cheshire

How has Geoff Forster helped you?

Geoff Forster of Roel Solway, has looked after my familys financial dealings over the past 10years and we,and laterly I, have always felt that he had our very best interest at heart. Since the death of my husband, he has gone out of his way to explain, and simplify any financial transactions . He has also gone over and above what I would expect from a financial adviser. I can thoroughly recommend him for good and forward-looking advice and also for peace of mind.

What could they have done better?

Not a lot !

Review from verified client

August, 2014

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Based in Norfolk

How has Geoff Forster helped you?

Geoff has consistently provided sound and prompt advice on all the financial matters that we have challenged him with. He is aware of how much detail we require and consistently provides excellent guidance and support to all our queries.

What could they have done better?

In an ideal world Geoff would live and work closer to where we live in Norfolk but as we moved away from the Chester area 7years ago then we cannot blame Geoff for that. However, the fact that we chose to maintain our link with Geoff despite our new location speaks volumes about our trust and respect for his advice.

Review from verified client

August, 2014

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Based in Wrexham

How has Geoff Forster helped you?

My partner and I are first time buyers and we feel that Geoff has made this daunting experience a lot less daunting as he is very informative and explains things fully without bewildering us. He is very professional and friendly and we hope to have Geoff as a financial adviser for many years to come.

Review from verified client

July, 2014

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Based in Northamptonshire

How has Geoff Forster helped you?

Geoff Forster takes the time to question our thinking and attitude to risk. We have worked with Geoff for well over 10 years and during that time he has steered us in a professional manner, set up investment funds that have increased in value and advised me on the best course of action for pension planning.

Review from verified client

July, 2014

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Based in Wrexham

How has Geoff Forster helped you?

He not only did home visits but listened carefully and gave sound advice which I acted upon

What could they have done better?

Nothing comes obviously to mind

Review from verified client

July, 2014

Overall

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Based in West Yorkshire

How has Geoff Forster helped you?

Mr Forster took on board the wishes of the trustees' attitude to risk regarding our private pension, advising what was available for our members.He keeps us informed of performances, and when called on to make quick decisions, acts with speed. He provides a professional service at reasonable fees and would recommend him to anyone.

Review from verified client

July, 2014

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Based in Wrexham

How has Geoff Forster helped you?

Geoff has dealt with my finances for the last 10 years and I would have no other financial advisor. He has given me sound advice on pension and savings needs. He is always professional and friendly and takes the time to fully explain all the options and their implications. I would have no hesitation in recommending Geoff for any financial adviice.

Review from verified client

July, 2014

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Based in Cheshire

How has Geoff Forster helped you?

Geoff is always available for advice; his advice has been helpful, at the right level, relevant and well researched.

What could they have done better?

I cannot think of an area where Geoff could be better than he has been over the past decade

Review from verified client

July, 2014

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Based in Denbighshire

How has Geoff Forster helped you?

Provides data which is best suited to my needs

Review from verified client

July, 2014

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Based in Cheshire

How has Geoff Forster helped you?

Once he has a full picture of your needs and your means he prepares a full and easy to understand report to help you make the correct decision.

Review from verified client

July, 2014

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Based in Cheshire

How has Geoff Forster helped you?

Geoff understood my situation and searched for the best product for me. After his search he compared a few different products and after giving me the pro's and con's - i was able to make the best deciision for me.

Review from verified client

July, 2014

Overall

Advice

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Value

Based in Cheshire

How has Geoff Forster helped you?

Explain without blinding me with too much jargon what would be the best way to invest my money. He keeps it simple and straight forward