Forth Capital Reviews 147

I would like to thank Tom Williams for making our problems go away he listened took on board what we wanted and took action and took over our problems we have moved to france so we could not transfer our uk private pensions into a French bank account so he took control and moved our pension where we could have it paid in euros into our french bank account same with my company pension it would have been impossible for me to do it myself Tom's attention to detail was outstanding always a quick response when I needed him so once again Tom a big thank you from us both top man

Jamie explained the whole set up and transfer process, kept me abreast of all developments, patiently accepted questions, amendments, and delays from myself. My iSIPP is now set up and running to my satisfaction.

I have been working with Jamie Tulip for the last 4 months on my pension transfer, being a foreign resident. He has been very diligent throughout the process and his frequent follow ups have ensured that the entire transfer process has been accomplished smoothly.

Thomas handled difficult and tedious negotiations with Aviva very well.

Professional, transparent, excellent client relations services with solid planning advice over the last 11 years.

I appreciated the clarity of the response to my specific situation, as well as the friendly and helpful advice offered by Jamie Tulip and his colleague, Paul Docherty at Forth Capital.

The entire Forth Capital team have consistently made my financial objectives their mission by understanding them and adapting with me along my journey. That has been true though good times and bad and I cannot recommend them highly enough.
The financial advise has been second to none over the years and the commitment to get everything done effectively and proactively is a real comfort.

Working with Niamh was a very effective. Excellent service and clear and helpful advice. Strongly recommended for those exploring moving your UK pension to alternate investments.

Spam email marketing received from Forth Capital stated:

"We are delighted to have been shortlisted for the 'International Business of the Year' award at the forthcoming 2025 British Business Awards.

And our nomination for this prestigious award is not just an accolade for our international teams. It is recognition of the trust our clients place in us to manage and grow their wealth".

FORTH CAPITAL HAD, IN FACT, NOMINATED THEMSELVES FOR THIS "PRESTIGIOUS AWARD".

THAT'S HOW THE BRITISH BUSINESS AWARDS WORKS.

I worked with Jamie Tulip over a period of several months to successfully move a UK based pension to a US based plan that met my financial needs for the future. Jamie is patient, understanding, diligent and responsive. Jamie was available at every step in the process to give advice and guidance. I would recommend Forth Capital as a trusted financial advisory firm.

Very happy with the service and attention provided by Forth Capital, in particular Thomas Williams in Edinburgh. Helpful and patient, in guiding me through the process. I would have no problem in recommending him.

The company's consultant Jamie Tulip has always shown a complete understanding of my requirements that are not by any means standard. Any technical problems such as service access are always dealt with efficiently and quickly. I have used the company for many years and have never regretted my choice. Investment performance has met my expectations.

Claire Taylor is simply outstanding! She is able to grasp immediately the questions and the needs of her client and responds with clarity and great warmth. Her manner is always businesslike and yet she is able to inject insight and humour into the conversation. She is clearly very knowledgeable in her area of expertise I have great confidence that she has given excellent advice. I would warmly recommend her as a safe pair of hands.

Super happy with my experience so far with Forth Capital. Thomas has been responsive, transparent, and informative, but never pushy or "sales heavy". Just good advice. Based on my experience I would recommend

It has been a pleasure to work with Jamie who is always approachable, responsive and helpful. He is trying his best to keep you informed and provides useful insights into the process and what to expect. I can just recommend using his services.

I transferred my pensions to Forth ten years or so ago, after moving from the UK to NZ.

During that time, the fund has stagnated, making just about enough to pay their fees. I could make more in a term deposit or even a straight up bank savings account.

All they ever seem to want from me and the only communication I get is request my signature to cash up part of the fund so they can pay themselves.

I have no faith in the truth of their advice, with no way to check if what they are telling me is true.

Their response to feedback is pretty much meh, nothing we can do and the answer to every question is 'no, we can't do that'.

Bitterly disappointed and feel trapped by their poor performance.

I have been with Forth Capital and Niamh for 3 years or more and I can honestly share the service is exceptional . I am a nervous investor and building financial security for my ever expanding family has been a priority. The advice has been exceptional and returns so favourable.
Thankyou and long may our financial relationship last
Trish

Thanks Niamh for a smooth transition of my pension fund,
I contacted Forth Capital upon finding out my current adviser did not have the correct licence for my residence status. Niamh was extremely helpful and knowledgeable. I chose between three companies but knew my pension would be in safe hands, and I would work well with Niamh. Six months later it was definitely the right decision for me to be with Forth Capital and Niamh.

I’ve been with Forth Capital only for a short time, but have already had a great experience. Claire Taylor, who I have know for a while, is always available and exceptionally supportive, really knows her stuff and has a lovely friendly manner too. I trust her completely which says a lot. Also Dean Rawlings, Shaun Drew and Amber Whitelaw all very quick to respond and communications have all been crystal clear so far. Great start ⭐️

The thoroughness of their reaseach, as to my personal circumastances, and chasing down the information on my current pension policies was excellent and professional. The advice was face to face (which i lacked with other financial advisors) and