Jamie Tulip Grey 2025
Practice Areas
Financial Planning
Retirement Planning
Estate Planning
UK Pensions
US Pensions
Swiss Pensions

Jamie Tulip

International Financial Planner

Having spent several years advising expats in Geneva, Jamie now provides expert financial planning and pension advice to clients internationally.

Jamie is a Chartered Financial Planner and Pension Transfer Specialist with the London Institute of Banking & Finance in the UK and a registered financial adviser in Switzerland. Jamie also holds the Series 65 qualification in the United States.

Qualifications
US Series 65
Level 6 Pension Transfers (PETR)
Level 6 Tax, Trusts & Tax Compliance (TTTC)
Level 6 Managing Investments (MANI)
Level 6 Advanced Diploma in Financial Planning (Adv DipFA)
Level 4 Long Term Care & Later Life Planning (CertLTCP)
Level 4 Diploma in Financial Advice (DipFA)
Level 3 Certificate in Mortgage Advice & Practise (CeMAP)
Honours Degree in History
What our clients say

Robert O.

Italy
12 December 2024

Consistent high quality service

The company's consultant Jamie Tulip has always shown a complete understanding of my requirements that are not by any means standard.

Any technical problems such as service access are always dealt with efficiently and quickly.

I have used the company for many years and have never regretted my choice. Investment performance has met my expectations.


Zoltan O.

Hungary
04 November 2024

Highly recommended trustworthy advisor

It has been a pleasure to work with Jamie who is always approachable, responsive and helpful.

He is trying his best to keep you informed and provides useful insights into the process and what to expect. I can just recommend using his services.


Mark Curtis

Switzerland
07 August 2024

Invaluable guidance on financing my retirement

I recently worked with Jamie Tulip, a chartered international financial planner for Forth Capital. He provided invaluable guidance on financing my retirement. Jamie took the time to thoroughly understand my financial situation and retirement goals, crafting a personalised strategy that pointed out both the positives and the negatives.

Jamie’s comprehensive approach covered all aspects of early retirement planning, from investments to tax implications. His recommendations were clear, actionable, and tailored to my risk tolerance and long-term objectives. I particularly appreciated his ability to explain complex financial concepts in an accessible way, making me feel confident and informed throughout the process. He was always available to answer questions, provide reassurance, and adjusted the plan as needed.

Thanks to his guidance, I now have a solid plan in place and feel more confident about my retirement. I highly recommend Jamie to anyone seeking expert advice and support on their financial journey.


David Macdonald

United Kingdom
06 June 2024

Very satisfied

Jamie is methodical, knowledgeable and kind. I feel that he has my best interests at heart and I trust his advice. I am at the beginning of my pension consolidation journey with Forth but have plenty of confidence in choosing to work with Jamie.


Luis U.

Israel
17 April 2024

Professional and attentive service

I'm very satisfied with the service offered by Jamie Tulip, Chartered International Financial Planner, with his professionalism, and especially with his patience throughout the process.

It took me more than one year to make a decision, and I never felt rushed to make a decision, or forgotten. This was very important for me because I felt supported and accompanied in the decision-making process.

The advice I received from Jamie was clear and sound. I always felt heard.


Stephen Shapcott

United Kingdom
09 April 2024

Extremely satisfied with the growth I have seen in my investments

I'm happy to recommend Forth Capital and specifically Jamie Tulip for all matters involving investment and pension planning.

Expert advice is impartially given and I have been extremely satisfied with the growth I have seen in my investments.


Kelly K

25 February 2024

Professional and secure

I am extremely pleased with the professional service I have received from Forth Capital and in particular Jamie Tulip. He is very competent, courteous and patient, and most importantly, easy to contact. He has always worked hard to protect and support my investment and is readily available for any questions I may have, no matter how trivial.

I am a very satisfied customer and I would have no reservations about recommending Forth Capital further.


Marcus Cridland

United States
07 April 2023

Ethical, transparent and helpful

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.


Andy Morris

Oman
20 February 2022

Very supportive

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.


Jamie Tulip Grey 2025

Jamie Tulip

International Financial Planner

Having spent several years advising expats in Geneva, Jamie now provides expert financial planning and pension advice to clients internationally.

Jamie is a Chartered Financial Planner and Pension Transfer Specialist with the London Institute of Banking & Finance in the UK and a registered financial adviser in Switzerland. Jamie also holds the Series 65 qualification in the United States.

Practice Areas
Financial Planning
Retirement Planning
Estate Planning
UK Pensions
US Pensions
Swiss Pensions
Qualifications
US Series 65
Level 6 Pension Transfers (PETR)
Level 6 Tax, Trusts & Tax Compliance (TTTC)
Level 6 Managing Investments (MANI)
Level 6 Advanced Diploma in Financial Planning (Adv DipFA)
Level 4 Long Term Care & Later Life Planning (CertLTCP)
Level 4 Diploma in Financial Advice (DipFA)
Level 3 Certificate in Mortgage Advice & Practise (CeMAP)
Honours Degree in History
Office
Geneva

Robert O.

Italy
12 December 2024

Consistent high quality service

The company's consultant Jamie Tulip has always shown a complete understanding of my requirements that are not by any means standard.

Any technical problems such as service access are always dealt with efficiently and quickly.

I have used the company for many years and have never regretted my choice. Investment performance has met my expectations.


Zoltan O.

Hungary
04 November 2024

Highly recommended trustworthy advisor

It has been a pleasure to work with Jamie who is always approachable, responsive and helpful.

He is trying his best to keep you informed and provides useful insights into the process and what to expect. I can just recommend using his services.


Mark Curtis

Switzerland
07 August 2024

Invaluable guidance on financing my retirement

I recently worked with Jamie Tulip, a chartered international financial planner for Forth Capital. He provided invaluable guidance on financing my retirement. Jamie took the time to thoroughly understand my financial situation and retirement goals, crafting a personalised strategy that pointed out both the positives and the negatives.

Jamie’s comprehensive approach covered all aspects of early retirement planning, from investments to tax implications. His recommendations were clear, actionable, and tailored to my risk tolerance and long-term objectives. I particularly appreciated his ability to explain complex financial concepts in an accessible way, making me feel confident and informed throughout the process. He was always available to answer questions, provide reassurance, and adjusted the plan as needed.

Thanks to his guidance, I now have a solid plan in place and feel more confident about my retirement. I highly recommend Jamie to anyone seeking expert advice and support on their financial journey.


David Macdonald

United Kingdom
06 June 2024

Very satisfied

Jamie is methodical, knowledgeable and kind. I feel that he has my best interests at heart and I trust his advice. I am at the beginning of my pension consolidation journey with Forth but have plenty of confidence in choosing to work with Jamie.


Luis U.

Israel
17 April 2024

Professional and attentive service

I'm very satisfied with the service offered by Jamie Tulip, Chartered International Financial Planner, with his professionalism, and especially with his patience throughout the process.

It took me more than one year to make a decision, and I never felt rushed to make a decision, or forgotten. This was very important for me because I felt supported and accompanied in the decision-making process.

The advice I received from Jamie was clear and sound. I always felt heard.


Stephen Shapcott

United Kingdom
09 April 2024

Extremely satisfied with the growth I have seen in my investments

I'm happy to recommend Forth Capital and specifically Jamie Tulip for all matters involving investment and pension planning.

Expert advice is impartially given and I have been extremely satisfied with the growth I have seen in my investments.


Kelly K

25 February 2024

Professional and secure

I am extremely pleased with the professional service I have received from Forth Capital and in particular Jamie Tulip. He is very competent, courteous and patient, and most importantly, easy to contact. He has always worked hard to protect and support my investment and is readily available for any questions I may have, no matter how trivial.

I am a very satisfied customer and I would have no reservations about recommending Forth Capital further.


Marcus Cridland

United States
07 April 2023

Ethical, transparent and helpful

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.


Andy Morris

Oman
20 February 2022

Very supportive

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.


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