Forth Capital’s new UK Office is a Great Step Forward!

Jul

04

Forth Capital continues to Expand – after the successful opening of our new Australian office in Sydney last October, we’re delighted to announce the opening of UK based Forth Capital Advisers Limited which is authorised and regulated by the Financial Conduct Authority under FCA Number 811535.

For more information on Forth Capital compliance and regulation see here:

Forth Capital Compliance and Regulation

The registered office will be in London and we will open our new back-office hub for the Group based out of Edinburgh run by our new Head of Operations Beverley Riddell. Beverley commented:

“The financial services industry is continuously changing. Here at Forth Capital, we strive to not only react to these changes but to be one step ahead to ensure our clients receive the very best advice and ongoing servicing. Our expansion into the UK is part of this mission. We want to be positioned to deal with our clients, existing and new, in the most suitable jurisdiction. The addition of a UK based team, including in-house pension transfer specialists, is a much-welcomed move and will minimise third-party involvement to enable us to streamline the advice process at Forth Capital.” For more about Beverley see here

Tom Tracy, Group CEO said “We are delighted to be opening in the UK. We have a substantial client base in the UK from clients who have returned from overseas, and it was important that we could continue to service these clients, as well as be in a position to advise the huge number of enquiries that we receive weekly from UK residents looking to move abroad. This also coincides with our desire to be fully regulated to provide advice on UK pension transfers from a UK perspective as well as where the client resides, providing local knowledge alongside global expertise. Uniquely, we will be able to provide British expatriates with a full in-house cross-border service wherever they are in the world .

Forth Capital specialises in retirement planning, expat pensions and investments – to speak to one of our advisers click here or call +41 22 311 1441

 

Trudi Hayes

The Author

Trudi Hayes

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