Read what our clients have to say about the quality of our advice and the service we provide

Mike F.

23 February 2024

Knowledgeable and trustworthy

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.

Tim I.

United Kingdom
26 July 2023

Very professional in every way

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

Very professional in every way.

Ann Marie Potts

16 June 2023

Great professional information and help

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.

John O.

14 June 2023

Great advice and service

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.

Mehdy Diab

24 April 2023

Reliable, Realistic and Ridiculously Good Value!

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!

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.

Rosemary O.

19 February 2023

An excellent service

The company were very approachable and helpful.

Niamh clearly explained all the possible investment opportunities to me.

I can thoroughly recommend Forth Capital.

Shaun O'Brien

01 April 2022

The quality of the advice has been top notch and they are very professional

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.

Andy Morris

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.

Les E.

27 January 2022

Been a customer for 5 years

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.

Stephen Shearon

United States
17 September 2021

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.

14 September 2021

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.

Kevin Ross

29 August 2021

I have been a client for around 15 years

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.

David Tweedie

11 March 2021

The process was smooth and Mark was extremely thorough

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.

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