Practice Areas
Inheritance Tax Planning
Estate Planning
Portfolio Management
Investment Planning
Pension Planning
UK Wills
Trusts
Audrey Flynn
Head of Europe & USA
Audrey has over 20 years financial planning and wealth management experience, and having joined Forth Capital and re-located to our Geneva office in 2014, has a first-hand understanding of the opportunities and challenges which are an intrinsic part of expat life.
Audrey is a member of the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI).
Qualifications
Office
What our clients say
Stephen Shearon
SIPP Transfer Support
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
Jodi O.
Well informed pension advice
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.
Audrey Flynn
Head of Europe & USA
Audrey has over 20 years financial planning and wealth management experience, and having joined Forth Capital and re-located to our Geneva office in 2014, has a first-hand understanding of the opportunities and challenges which are an intrinsic part of expat life.
Audrey is a member of the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI).
Practice Areas
Inheritance Tax Planning
Estate Planning
Portfolio Management
Investment Planning
Pension Planning
UK Wills
Trusts
Qualifications
Office
Stephen Shearon
SIPP Transfer Support
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
Jodi O.
Well informed pension advice
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.
Worldwide
Licences