Audrey Flynn Final
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
UK Financial Regulations (IOC)
Financial Planning Certificate
Diploma in Finance
UK Pension Transfer Specialist
USA Series 65
QFA designation, National University of Ireland
Office
Geneva
What our clients say

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.

France
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.


Audrey Flynn Final

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
UK Financial Regulations (IOC)
Financial Planning Certificate
Diploma in Finance
UK Pension Transfer Specialist
USA Series 65
QFA designation, National University of Ireland
Office
Geneva

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.

France
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.


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