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... See more
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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... See more
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... See more
Company replied
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... See more
Company details
About Forth Capital
Written by the company
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
Contact info
1 Lochrin Square, 92-98 Fountainbridge, Edinburgh, EH3 9QA, Edinburgh, United Kingdom
- +44 (0)131 6000 625
- enquiries@forthcapital.com
- www.forthcapital.com
4.7
Excellent
147 reviews
Replied to 100% of negative reviews
Typically replies within 1 week
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Good consistent reliable.
Knowledgeable, consistent, efficient and proactive. Recommended.
27 May 2019
Unprompted review
Reply from Forth Capital
Many thanks for your positive review. We appreciate you taking the time.
Mine was a difficult case which Forth…
Mine was a difficult case which Forth pushed though
9 May 2019
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to review us. It is much appreciated.
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 May 2019
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to write this positive review. It's much appreciated.
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 April 2019
Unprompted review
Reply from Forth Capital
We appreciate you taking the time to post this review and thank you for the positive feedback.
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 April 2019
Unprompted review
Reply from Forth Capital
Many thanks for your positive feedback and for taking the time to write this review. It is much appreciated.
Reply from Forth Capital
We appreciate you taking the time to post this review and thank you for the positive comments.
Reply from Forth Capital
We appreciate you taking the time to post this review and thank you for the positive comments.
Reply from Forth Capital
Thank you for your positive review and for taking the time.
Very pleased with my advisor and…
Very pleased with my advisor and service.
27 March 2019
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to review us and for your positive feedback.
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 March 2019
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to review Forth Capital. We appreciate you taking the time and your
positive feedback.
Excellent service and prompt responses
Excellent service and prompt responses, easy to deal with.
27 March 2019
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to write this review about Forth Capital. We appreciate your positive feedback.
Great team ,straight forward simple…
Great team ,straight forward simple advice
26 March 2019
Unprompted review
Reply from Forth Capital
Many thanks for your positive review. We appreciate you taking the time to write this.
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 March 2019
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to write this review and for the positive comments.
Excellent
Easy to deal with and I'm regularly updated on pension details.
21 March 2019
Unprompted review
Reply from Forth Capital
Thank you for your positive feedback and for taking the time to write this review.
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.
20 March 2019
Unprompted review
Knowledgeable advisers
Knowledgeable advisers, and reliable follow-up service.
5 March 2019
Unprompted review
Reply from Forth Capital
Many thanks for your positive review.
Honest advice and reliable service
19 February 2019
Unprompted review
Reply from Forth Capital
Thank you for your feedback. It is much appreciated.
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 November 2018
Unprompted review
Reply from Forth Capital
Many thanks for your great review of Forth Capital - we really appreciate you taking the time to do this.
5 star experience
A very professional service delivered via experienced and friendly people. I would highly recommend.
21 November 2018
Unprompted review
Reply from Forth Capital
Many thanks for taking the time to review us. We appreciate your great review.
there was a few occasions where admin…
there was a few occasions where admin errors were made which seemed avoidable.
20 November 2018
Unprompted review
Reply from 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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