Audrey Grey Background
Practice Areas
International Financial Planning
Estate Planning
Portfolio Management
Investment Planning
Pension Planning
Inheritance Tax Planning
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

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.


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 Grey Background

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
International Financial Planning
Estate Planning
Portfolio Management
Investment Planning
Pension Planning
Inheritance Tax Planning
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

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.


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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