Our Team

The Team

Meet Our Team

The people with our team are carefully chosen, highly skilled and meticulously trained

If you are a British expat then you will face a myriad of challenges in dealing with your ongoing financial planning.  The lifestyle of a British Expat brings with it some unique considerations and conundrums that your traditional UK IFA cannot or will not empathise with or understand.  They may also not have the access to the specific products or solutions that you really need.

Forth Capital is positioned to offer you, the British Expat, the complete solution.

Forth Capital’s team work across four offices, namely Geneva, Hong Kong, London and Dubai, offering top-tier, professional, transparent, tax and financial planning advice to expatriates across the globe. Our entire global community — including our staff, board, and advisers — are integral to the success of our team.

British expats not only exist the world over, but they also move around.  A client of ours today living in Hong Kong, could be living in South America in 5 years’ time.  But in today’s world distance need not be barrier, and our clients enjoy continuity of service no matter where in the world their lives take them.  Depending on the location your Forth Capital adviser may still be able to meet with you on a periodic basis but more and more we are utilising video calling channels via platforms such as Skype or Facetime to stage ‘virtual’ meetings with our clients and thus ensuring that regular dialogue can occur as normal.

In fact today many people have become clients of Forth Capital on an entirely virtual basis – such is the strength of our global reach.  We have clients based in some of the world’s remotest locations and give them the exact same standards of service as any of our clients in our office locations.

The vast majority of our team are expatriates themselves.  One of the reasons why our clients take comfort and confidence from our advisory teams is that many of our personnel are dealing with similar issues themselves in their own lives.

Scroll down the page to find out more about our personnel and to select the team member you would like to contact.

Senior Management

Tom Tracy

CEO & Founder

Robert Harris

Partner & Head of Geneva

Dr Graham Brown

Managing Director

Financial Advisory Team

Audrey Flynn

Senior Consultant

Dean Elliott

Partner & Senior Consultant

Gerry Campbell

Senior Consultant

Mark Plummer

Regional Branch Manager (HK)

Richard Heath

Senior Consultant

Client Support Team

Trudi Hayes

Relationship Manager

Jessica Estrada

Executive Personal Assistant

Leo Milton

Business Development Coordinator

Sophie Lee

Business Development Manager

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