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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Excellent quick response to my enquiry

Respuesta de Forth Capital
I got a good service ,very helpful and…
I got a good service ,very helpful and always answered my queries and also helped me with the paperwork.

Respuesta de Forth Capital
Good communication with sensible…
Good communication with sensible advice, and better than it used to be.

Respuesta de Forth Capital
Intro
Intro, technical knowledge, customer response all very good.
A few issues around getting right product for different scenarios.
Overall growth has been disappointing from expectations...but will give it a little more time to see this work through
Keep up the good bits !

Respuesta de Forth Capital
Excellent service
Excellent service. I would recommend this company to anyone

Respuesta de Forth Capital
Sound financial advice
Sound financial advice. Honest feedback. An enjoyable experience.

Respuesta de Forth Capital
Hong Kong
Although I have a small investment, the service I receive is excellent. Mark Plummer, Hong Kong office, has helped and guided me enormously. Thank you, Mark.

Respuesta de Forth Capital
Greetings
Greetings,
I have to say I have had lots of difficulty linking up with my agent to discuss maters of concern, otherwise 5 stars may have appeared.
Sincerely yours,
D.K.Stone.

Respuesta de Forth Capital
I am very please with the advice and performance from Forth Capital
A thoroughly professional company to deal with. But the bottom line is that they have grown my pension pot substantially. Which is more than I can say for other pension advisers from even the big Swiss banks. I'm sticking with Forth Capital.

Respuesta de Forth Capital
Forth review
Very straightforward and unsalesey approach, advice clear and no jargon. Admin follow-up prompt and responsive.

Respuesta de Forth Capital
My only experience is of Graham Brown
My only experience is of Graham Brown, whom I have recommended to friends and who have since taken his advice.

Respuesta de Forth Capital
A very helpful and responsive…
A very helpful and responsive organisation . Everyone is always ready to listen and help to the best of their expertise . A very mature and experienced group of professionals . It is reassuring to know that whoever you speak with has a strong professional background and able to apply it to your needs .

Respuesta de Forth Capital
Strong performance with superb personal attention.
Forth has developed into a first rate “partner” to myself in terms of managing my investment fund which has shows market beating performance over 5 years. The relationship is based on trust proven by this track record and is personally managed by their my contact within Forth who provides rapid Sound advice.
I have no hesitation in providing a recommendation.

Respuesta de Forth Capital
I have a busy life and so I do not want…
I have a busy life and so I do not want to have to worry about my pension. I want to be able to leave it with someone I trust, who will be proactive, ensuring it works the hardest it can for my family (in a balanced risk v reward way suited to my personal requirements). They mabage my expectations proactively with monthly updates. I’m contacted with any recommendations for changes or new rulings and the implications thereof.
Handing to any financial institution, what is effectively irreplaceable and has been a careers work to earn, is a massive and potentially stressful decision, and I feel I repeatedly make the right choice to have Forth Capital managing my pension.

Respuesta de Forth Capital
My experiences to date have been mostly…
My experiences to date have been mostly positive and my advisor has been excellent, providing information, feedback, advice and support pretty much as and when needed. Having been with other providers in the past, I can safely say it would be very difficult to get a better service in this respect anywhere else.
I do however think that Forth Capital as a business could be more forward thinking in providing alternative investment suggestions and potential red flag events to all of their investors to ensure they are maximising their investment opportunity and risk management portfolio.

Respuesta de Forth Capital
Positive and responsive
From the beginning of my contact with Forth Capital, there has always been clear information provided and equally clear and prompt and replies to any questions by email with assistance, where needed

Respuesta de Forth Capital
My score reflects the very low return…
My score reflects the very low return on my investments over four years.

Respuesta de Forth Capital
I have been a client for over 10 years…
I have been a client for over 10 years with the same contact which is much better than other service providers who change contact points too often.
Returns generally ok but recently conservative approach has led to minimal growth with any returns offset by bond charges.

Respuesta de Forth Capital
Great advice and seamless process.
Having had numerous organizations and individuals approach me regarding my pension options, I found Forth Capital to be genuinely interested in helping me find the right solution for my individual pension needs. Everyone on the team at Forth Capital were very professional in supporting me dealing with my existing pension providers, and guided me through every step in the transfer process. I am delighted with my new pension solution that combined a number of my existing pensions into a SIPP. This solution now simplifies my pension plan, whilst providing me with a great set of tools to monitor my pension investment portfolio.

Respuesta de Forth Capital
I feel like they're on my side!
When I first heard of QROPS, it seemed like a great idea for me in my circumstances (already out of the UK for about two decades, little likelihood of ever returning - beyond holidays - and likely to retire to southern Europe). I contacted a handful of firms who deal with such things, and whittled the list down, one by one and for various reasons, until I was left with Forth, who seemed to (for want of a better expression) tick all my boxes.
They dealt with some rather complicated transfers at set-up time very efficiently, and I like the fact that my contact at Forth will always reply to any query, complex or mundane, within an hour or two. They have monitored (and made adjustment recommendations because of) my dwindling appetite for risk as retirement looms, and I remain delighted with the company.
I'm always very wary of recommending anything like this to anyone - after all, if it were to go badly, I don't want anyone knocking angrily on my door, as I'll have enough problems of my own in that scenario! - but my opinion is that, if you are considering a QROPS scheme, you really should talk to Forth Capital. You won't find much negative online about them, and that's a huge plus.
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