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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

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.

2 de octubre de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for taking the time to write this review. We really appreciate it.

Valorada con 4 estrellas sobre 5

Good communication with sensible…

Good communication with sensible advice, and better than it used to be.

17 de septiembre de 2018
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Respuesta de Forth Capital

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

Valorada con 4 estrellas sobre 5

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 !

6 de septiembre de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for reviewing Forth Capital. We appreciate you taking the time to do this.

Valorada con 5 estrellas sobre 5

Excellent service

Excellent service. I would recommend this company to anyone

5 de septiembre de 2018
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Respuesta de Forth Capital

Many thanks for your review and for taking the time to do this!

Valorada con 5 estrellas sobre 5

Sound financial advice

Sound financial advice. Honest feedback. An enjoyable experience.

23 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

Many thanks for your great review of our company and services. We really appreciate you taking the time.

Valorada con 5 estrellas sobre 5

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.

23 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for taking the time to write this. We really appreciate your excellent review.

Valorada con 3 estrellas sobre 5

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.

22 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for taking the time to write a review. Your adviser has contacted you and we remain available for any questions you may have.

Valorada con 5 estrellas sobre 5

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.

20 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for taking the time to review Forth Capital. We very much appreciate this.

Valorada con 4 estrellas sobre 5

Forth review

Very straightforward and unsalesey approach, advice clear and no jargon. Admin follow-up prompt and responsive.

20 de agosto de 2018
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Respuesta de Forth Capital

Many thanks for taking the time to leave this review. Your feedback is appreciated.

Valorada con 5 estrellas sobre 5

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.

13 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you Mark for taking the time to add this comment. Your feedback is appreciated.

Valorada con 5 estrellas sobre 5

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 .

8 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

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

Valorada con 5 estrellas sobre 5

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.

7 de agosto de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for taking the time to review Forth Capital and for your excellent review and recommendation.

Valorada con 5 estrellas sobre 5

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.

7 de agosto de 2018
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Respuesta de Forth Capital

Thank you for your excellent review. We really appreciate you taking the time.

Valorada con 4 estrellas sobre 5

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.

27 de julio de 2018
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Respuesta de Forth Capital

Many thanks for your great review. We appreciate you taking the time. Your feedback is important to us and will be taken on board.

Valorada con 5 estrellas sobre 5

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

27 de julio de 2018
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Respuesta de Forth Capital

Many thanks for your excellent review. We appreciate you taking the time to write it.

Valorada con 2 estrellas sobre 5

My score reflects the very low return…

My score reflects the very low return on my investments over four years.

26 de julio de 2018
Opinión espontánea
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Respuesta de Forth Capital

Thank you for taking the time to write a review. Your adviser has contacted you and we remain available for any questions you may have.

Valorada con 4 estrellas sobre 5

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.

26 de julio de 2018
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Respuesta de Forth Capital

Many thanks for taking the time to review us - we really appreciate it. Your feedback is important to us and we will take it on board.

Valorada con 5 estrellas sobre 5

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.

2 de julio de 2018
Opinión espontánea
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Respuesta de Forth Capital

We would like to thank you for the excellent review. We appreciate you taking the time.

Valorada con 5 estrellas sobre 5

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.

14 de octubre de 2017
Opinión espontánea

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