Forth Capital Reviews 147

Claire has been instrumental in putting together a realistic retirement plan without judgement. She conducted a thorough review of my current situation, where I wanted to be, and put a plan in place to help me get there. We’ve consolidated my old workplace pensions and I now have a clear vision in place. For the first time in my life I know I’m on track for my retirement.

The company were very approachable and helpful. I have found them very reassuring and have clearly explained all the possible investment opportunities to me. I can thoroughly recommend them.

I made a bad remark about trustpilot I would like to say I’m sorry for the bad remark I made my name is
Geoffrey Brown from Sydney Australia the lady that helped me I can’t remember her name but it starts with a C

Very happy with the friendly, thoroughly informative and crystal clear details and help I received in order to reach decisions that were tailored to my investment preferences. Also very happy with the help I received through the process, much of which was above and beyond normal duty.

Based on the information relating to my circumstances I had a good opportunity to review my financial health with Niamh . She is thorough and has good grasp of the circumstances . Was professional and thoughtful throughout

I have been dealing with Forth Capital for a number of years. The quality of the advice has been top notch and they are very professional, transparent and efficient.
I highly recommend them.

Sound advice. Jamie is knowledgeable, trustworthy and communicates well. He doesn’t use complicated financial speak. He demystifies what is often confusing for anyone like me who is not all that financially literate! He has been supportive and helpful whenever called upon. I would highly recommend this service.

Jamie has been very supportive since making the switch from the previous company I used. Updates are received even if not requested and response times to queries are very quick and professionally handled.

I am pleased with Niamh Docherty's very professional and helpful approach. No bull, just straight to the point with good advice.

I left UK in 2015 and Forth Capital has been my advisor regarding my pension since then. Niamh Docherty has been dealing with my pension from 2019 and she has provided me with clear and efficient guidance throughout our conversations. I have confidence in Niamh for the management of my future pension requirements and so I recommend Niamh and Forth Capital for their professionalism.

Been a customer for 5 years and always found the company to be very efficient and knowledgeable.
Being an Expat based in France and working in Switzerland before retirement, I found it invaluable to take your comments and form a good relationship with the advisor.
Dealt with Robert Harris originally and subsequently Niamh Docherty both of which are always available to answer questions.
Would and have recommended you to my friends.

Following the initial setting up my assets under QROPS as a UK expat in Ireland with advice from Robert Harris in 2015, I've had consistently good and professional advice from Forth with Scott Heaney more recently acting as my advisor from late 2020. The early move to QROPs was financially very beneficial for me and Scott has been very client focused, responsive and helpful.

Very effective annual review. Niamh is always so well prepared and knowledgeable on the detai.

I first reached out to Forth Capital whilst resident/working in Dubai, UAE. I was initially advised by Robert Harris (Geneva) who continued to advise upon my return to UK in 2017. More recently Niamh Docherty took charge and with it a level of increased interaction and consideration to my pensions investment/portfolio. Niamh is very professional and has provided clear and succinct guidance throughout our conversations and communications. Earlier this year, I made enquiries in regards to my portfolio and indeed PCLS withdrawal. Niamh's responses to my (numerous) questions were always answered quickly and thoroughly. When it came time to avail of PCLS, all documentation was well presented with clear instructions for completion. I have confidence that my current and future pension requirements, will continue to be efficiently managed, and therefore have no hesitation in strongly recommending Niamh and Forth Capital.

Having recently moved permanently to Europe my UK pension was not visible to me online.
Forth Capital helped me understand my options, explain the various advantages and disadvantages of each. I spoke to several financial companies about
pension my situation and found Forth Capital to be the easiest and clearest to deal with.
Forth Capital facilitated the transfer of my funds to an ISIPP without pressure but with lots of support along the process.
I am looking forward to many years of association with Forth Capital

Over the past 9 months, Audrey Flynn and the Forth Capital pension transfer team have assisted me in navigating the challenges of building a SIPP with Novia International. There were many times throughout this onerous journey when their calm, balanced assessment of the situation enabled me to reach a successful conclusion.

Rachael Morrison and Jamie Tulip also stood out in their commitment to providing insightful customer service. They both offered solutions to the many hurdles one has to jump in this process. The client centered approach of Audrey, Rachael and Jamie is a credit to the business. Most importantly though, the team at Forth Capital had the credibility, professionalism and knowledge to support me throughout the process - from inception to conclusion.

Building a SIPP from four other pension schemes is a challenge - Audrey and the team helped me do so and for that I am very grateful. Thank you

I was first introduced to Forth Capital in Geneva in 2008 when I was residing and working in Switzerland. Dean Elliott patiently guided me through the QROPs process which was a big step from my previous final salary-based pension. The invested funds went through a rocky period in the immediate period after 2008 but in the long term the return has proved robust.
I moved back to the UK in 2017 during which period the contact rather lapsed. However, Jamie Tulip picked up the contact and has proved a reliable, responsive and patient advisor in restructuring my investment/savings/pension portfolio consistent with my newly retired UK status. He has particularly focussed on optimising taxable investment gains using my non-UK residential period. I am pleased to recommend his services.

Forth Capital have been providing advice to me over the last 5 years. That advice has been succinct and comprehensive. I was initially advised by Graham Brown and more recently by Niamh Docherty. Niamh has provided well structured guidance and advice on various matters related to my portfolio, this gives me confidence and reassurance that my requirements are understood and well managed.

We have been using Forth Capital for 7 years, initially advised by Dean Elliott and recently by Niamh Docherty. We have been pleased with the regular advice and choice of investment products suggested. Response to questions has always been prompt and informative. Documentation is well presented, fully explicit and comprehensibly organised. In recent times under the oversight of Niamh, the level of interaction and the degree of involvement in assessing our needs has increased. This gives us confidence that our affairs are being watched over and that any changes would be implemented speedily. We have no problem in recommending Forth Capital.

I have been involved with Forth Capital for almost two years now with managing my UK pension and can only praise the relationship, in particular with Audrey who has explained my options in full and given sound advice at every stage. I would thoroughly recommend them to any one needing advice for international pension options