I have been working with Jamie Tulip for the last 4 months on my pension transfer, being a foreign resident. He has been very diligent throughout the process and his frequent follow ups have ensured t... Ver más
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Consulta las opiniones de los clientes
Jamie explained the whole set up and transfer process, kept me abreast of all developments, patiently accepted questions, amendments, and delays from myself. My iSIPP is now set up and running to my s... Ver más
I’ve been with Forth Capital only for a short time, but have already had a great experience. Claire Taylor, who I have know for a while, is always available and exceptionally supportive, really knows... Ver más
La empresa ha respondido
I met Mark in Sydney roughly 12 months ago and he assisted in transferring my UK DBP out of the company scheme. The process was smooth and Mark was extremely thorough and kept me up to date through... Ver más
Información sobre la empresa
Acerca de Forth Capital
Escrito por la empresa
Combining its global reach with local expertise, Forth Capital is licensed and regulated in the UK, Switzerland, the EU, Hong Kong, the US and Australia.
Winners at the 2024 Investment International Awards, for 'Excellence in Advisory Best Practice', and rated ‘Excellent’ by its clients on Trustpilot, Forth Capital's dual-qualified advisors have been helping our clients secure their financial freedom for two decades, providing continuity of advice and making the complex simple for expats, wherever they are in the world, and wherever they choose to go next.
To find out more, go to www.forthcapital.com
Información de contacto
1 Lochrin Square, 92-98 Fountainbridge, Edinburgh, EH3 9QA, Edinburgh, Reino Unido
- +44 (0)131 6000 625
- enquiries@forthcapital.com
- www.forthcapital.com
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Good consistent reliable.
Knowledgeable, consistent, efficient and proactive. Recommended.

Respuesta de Forth Capital
Mine was a difficult case which Forth…
Mine was a difficult case which Forth pushed though

Respuesta de Forth Capital
Forth Capital helped me amalgamate my UK pension policies and moved them to a new offshore scheme
Forth Capital helped me every step of the way with moving my 3 UK pension policies to an offshore scheme which gives me much more freedom over investment decisions and more options for early draw down. Everything was explained and I was confident in the recommendation they made for my particular situation. I would recommend Forth Capital to anyone thinking of moving their pension pots to another jurisdiction and I'd like to thank Audrey for her close attention and hard work to make this happen.

Respuesta de Forth Capital
I worked with David Rosbotham to move…
I worked with David Rosbotham to move my private pensions out of their UK funds into one consolidated fund. David was professional, polite and well informed, and even found assets I'd forgotten that I have.
I never felt rushed or pressured, and David and his back office team went the extra mile to help me out, making the admin smooth and hassle free.
I have absolutely no connection with Forth Capital or David other than through the great service they gave me, and I'm very happy to recommend them. I'm a genuine happy customer.

Respuesta de Forth Capital
A good team that treats you as a human
A good team that treats you as a human, pays attention to detail, is prompt with their actions and they do what they say they are going to do. Huge thanks to them for dealing with my problems with a third party and navigating a speedy succesful outcome. I will happily recommend their services.

Respuesta de Forth Capital

Respuesta de Forth Capital
Sound, pragmatic advice
Sound, pragmatic advice. Not at all pushy.

Respuesta de Forth Capital

Respuesta de Forth Capital
Very pleased with my advisor and…
Very pleased with my advisor and service.

Respuesta de Forth Capital
Professional, competent & reactive.
Quick responses to all queries, fantastic knowledge and patient; explaining clearly all options to someone without a financial background/understanding. Very professional : I would recommend without a shadow of a doubt.

Respuesta de Forth Capital
Excellent service and prompt responses
Excellent service and prompt responses, easy to deal with.

Respuesta de Forth Capital
Great team ,straight forward simple…
Great team ,straight forward simple advice

Respuesta de Forth Capital
A professional company
They respond quickly to enquirers and are always professional in their responses whatever the query is about. A very professional company in all areas.?

Respuesta de Forth Capital
Excellent
Easy to deal with and I'm regularly updated on pension details.

Respuesta de Forth Capital
I enquired about transferring my U.K
I enquired about transferring my U.K. pension. Forth Capital answered all my questions promptly and clearly. I’d definitely recommend.
Knowledgeable advisers
Knowledgeable advisers, and reliable follow-up service.

Respuesta de Forth Capital
Totally Professional
I was contacted within days of my enquiry into transferring my investments. I was told who would be contacting me in the future, how and when, and their profile . I have never experienced such professionalism and attention to detail when corresponding.
One correspondence to Forth Capital from myself was refused because it was not done correctly....i mean wow !! That was really when I knew I wasn't being taken for a ride.
In talks Forth Capital are always polite and more importantly, listen to what you have to say before giving advice....
I have recommended Forth Capital to friends.

Respuesta de Forth Capital
5 star experience
A very professional service delivered via experienced and friendly people. I would highly recommend.

Respuesta de Forth Capital
there was a few occasions where admin…
there was a few occasions where admin errors were made which seemed avoidable.

Respuesta de Forth Capital
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