Jamie Tulip Retouched
Practice Areas
Financial Planning
Investment Planning
Pension Planning
Estate Planning

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
Office
Edinburgh
What our clients say

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 Retouched

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
Investment Planning
Pension Planning
Estate Planning
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
Edinburgh

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.


0
Years
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Clients
0
Countries
Worldwide
0
International
Licences

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