Client Testimonials

I spent a long time searching for an advisor to assist me moving my pension from the UK. I researched many and spoke to quite a few consultants before talking to Mark at Forth Capital.

I found Mark was highly knowledgeable and trustworthy, something that was very important to me given the complexity of the process and the material amount of money involved.

Mark’s patient and considered approach was what ultimately convinced me to go with him and Forth Capital. The good service ethic continues today, and I remain very pleased with the choice I made.

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.

I met with Thomas to discuss the consolidation of my various pension arrangements. Thomas was very transparent throughout the process and always kept me up to date with any updates. Thomas helped me understand the daunting thought of retirement and I found the cash flow modelling to be a real eye opener, which has now helped form my retirement strategy moving forward. I would have no hesitation referring any of my employees or contacts to Thomas for a financial review.

I had a great transaction and service from Niamh Docherty transferring my QROPS back to the UK from Malta.

Very professional in every way.

I first met Thomas following a telephone enquiry, which was the start of a process leading to some significant personal decisions on pension transfers and investments. Throughout the process, Thomas led the relationship, developing an understanding of my financial circumstances and attitude to risk before providing me with a formal recommendation. I found the whole experience to be professional, personal and I have been very comfortable throughout with the pace, independence and quality of the service, Thomas has provided.

I would highly recommend Claire Taylor of Forth Capital to look after your personal finance needs. Claire's expertise in this field is second to none.
No big sales pitch, just professional down to earth advice having listened to what my future goals are. All costs are very transparent from the beginning, as are what we hope to achieve for my future.
I feel Claire wants to do the best for me and that's not something others bring to the table.
Get in touch with her for a no obligation discussion.
Our future is in your own hands.
Sean Murray

My experience dealing with Ranald Hall has just been outstanding, he is very helpful on all levels of explaining everything I needed to know about my retirement and pensions.

Very pleasant to talk to nothing seems too much bother. He gets back to you very promptly and takes the time to talk you through your issues.

I will certainly be passing his name and number onto all my friends and family here in West Australia. I cannot thank him enough for all his help.

First met with Thomas back in September as I was looking for local advice. I contacted several investment firms and found Thomas to be the most approachable to discuss my investments with. Thomas was very proactive, and I never waited longer than a day for a response to any queries I had at the time. I went through the whole advice process and have referred my children to Thomas because of the great service he provided.

I had a lovely conversation with Ranald Hall about pension and retirement planning.
He is extremely knowledgeable and helpful, and took the time to listen and help me achieve my goals.

His advice will certainly make a big difference to my retirement savings, and I will definitely reconnect with him and Forth Capital for all my future retirement plans.

Highly recommend Claire Taylor for expert, personalized financial advice. She attentively listened to my goals and provided tailored strategies without being pushy. She was knowledgeable, explained complex concepts in a clear manner and was very transparent about the costs involved from the outset. I left feeling confident and empowered, knowing she had my best interests at heart.

I had an in-depth, realistic and eye-opening conversation Ranald who was an extremely knowledgeable and helpful professional. He was especially helpful on the differences between our Australian Super/Pension structure and that of the UK, highlighting unbiasedly what avenues were available.

I stress that as a self-reliant researcher on such topics, what I learnt from our discussions I couldn't find anywhere. Thank you Ranald.

I wholeheartedly recommend Ranald and Forth Capital's services to anyone who is dealing with the convoluted web that is global pension schemes!

First enquired about financial advice following my relocation back to the UK. Thomas was able to consolidate any offshore arrangements and bring them back into a suitable UK investment structure. Thomas and his associate, Jamie Black were very helpful and consistent throughout the whole process. Highly recommend.

I spoke with Audrey Flynn this week and I have spoken with Jamie Tulip on other occasions. They are both professional and knowledgeable, and not once have they attempted to convince me to move my pension out of my company pension.

They recognize that the pension I currently have is extremely good and when the time comes for me to collect my pension I intend to seek their advice on the transfer.

They have also helped me with other matters concerning my pension and graciously offered advice.

Forth Capital is a company that means well, they are open and transparent. Not many financial consulting companies have such high standards in ethical behaviour.

I spoke with Audrey Flynn this week and I have spoken with Jamie Tulip on other occasions. They are both professional and knowledgeable, and not once have they attempted to convince me to move my pension out of my company pension.

They recognize that the pension I currently have is extremely good and when the time comes for me to collect my pension I intend to seek their advice on the transfer.

They have also helped me with other matters concerning my pension and graciously offered advice.

Forth Capital is a company that means well, they are open and transparent. Not many financial consulting companies have such high standards in ethical behaviour.

The company were very approachable and helpful.

Niamh clearly explained all the possible investment opportunities to me.

I can thoroughly recommend Forth Capital.

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.

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.

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.

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 whom are always available to answer questions.

Would and have recommended you to my friends.

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 chose Forth Capital for pensions advice when deciding where to place my pension fund outside of the UK.

I received excellent advice from Audrey Flynn. She reviewed my financial assets, my needs and attitude to risk and proposed an excellent solution. I receive regular updates on my fund and regular review meetings.

I'm extremely happy with her services.

I have always received great advice on my investments.

Niamh is my advisor, she is very professional and never pushes a dream deal like some other companies out there.

Niamh always answers my questions quickly and thoroughly.

Overall I would strongly recommend Niamh and Forth Capital.

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 throughout.

Since the transfer was completed, Mark has regularly sent through updates of how my new fund is performing. He also recently completed my first annual review, which identified further requirements.

I would highly recommend Mark.