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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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

Valorada con 5 estrellas sobre 5

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

Valorada con 5 estrellas sobre 5

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

Valorada con 5 estrellas sobre 5

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

  1. Asesor financiero

Acerca de Forth Capital

Escrito por la empresa

Forth Capital provides international financial planning, wealth management and pension solutions to clients in more than 50 countries worldwide.


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

4,7

Excelente

TrustScore: 4.5 sobre 5

147 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

Ha contestado el 100% de las opiniones negativas

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Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 4 estrellas sobre 5

Good consistent reliable.

Knowledgeable, consistent, efficient and proactive. Recommended.

27 de mayo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for your positive review. We appreciate you taking the time.

Valorada con 5 estrellas sobre 5

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.

9 de mayo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for taking the time to write this positive review. It's much appreciated.

Valorada con 5 estrellas sobre 5

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.

17 de abril de 2019
Opinión espontánea
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Respuesta de Forth Capital

We appreciate you taking the time to post this review and thank you for the positive feedback.

Valorada con 5 estrellas sobre 5

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.

3 de abril de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for your positive feedback and for taking the time to write this review. It is much appreciated.

Valorada con 4 estrellas sobre 5

Pensions

Very well explained and researched analysis

28 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

We appreciate you taking the time to post this review and thank you for the positive comments.

Valorada con 4 estrellas sobre 5

Sound, pragmatic advice

Sound, pragmatic advice. Not at all pushy.

28 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

We appreciate you taking the time to post this review and thank you for the positive comments.

Valorada con 5 estrellas sobre 5

Really informative

Really informative. Received great advice

27 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Thank you for your positive review and for taking the time.

Valorada con 5 estrellas sobre 5

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.

27 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for taking the time to review Forth Capital. We appreciate you taking the time and your
positive feedback.

Valorada con 5 estrellas sobre 5

Excellent service and prompt responses

Excellent service and prompt responses, easy to deal with.

27 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for taking the time to write this review about Forth Capital. We appreciate your positive feedback.

Valorada con 5 estrellas sobre 5

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.?

25 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for taking the time to write this review and for the positive comments.

Valorada con 5 estrellas sobre 5

Excellent

Easy to deal with and I'm regularly updated on pension details.

21 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Thank you for your positive feedback and for taking the time to write this review.

Valorada con 5 estrellas sobre 5

Knowledgeable advisers

Knowledgeable advisers, and reliable follow-up service.

5 de marzo de 2019
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for your positive review.

Valorada con 5 estrellas sobre 5

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.

25 de noviembre de 2018
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for your great review of Forth Capital - we really appreciate you taking the time to do this.

Valorada con 5 estrellas sobre 5

5 star experience

A very professional service delivered via experienced and friendly people. I would highly recommend.

21 de noviembre de 2018
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for taking the time to review us. We appreciate your great review.

Valorada con 4 estrellas sobre 5

there was a few occasions where admin…

there was a few occasions where admin errors were made which seemed avoidable.

20 de noviembre de 2018
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for taking the time to leave a review - we will take your comments on board. Don't hesitate to contact us with further questions.

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