Forth Capital Reviews 147

I highly recommend Niamh and the Forth Capital team. From our first meeting to setting up life assurance, Niamh was professional, knowledgeable, and attentive. She understood our needs and guided us patiently.

Niamh made the process simple and stress-free. Her expertise and the team's efficiency gave me confidence. I am grateful for the care and attention I received. I would recommend Niamh and Forth Capital for financial advice. Thank you.

Tom was very professional, very knowledgeable and he fully explained our options in a clear and approachable manner.

I recently worked with Jamie Tulip, a chartered international financial planner for Forth Capital. He provided invaluable guidance on financing my retirement. Jamie took the time to thoroughly understand my financial situation and retirement goals, crafting a personalised strategy that pointed out both the positives and the negatives.
Jamie’s comprehensive approach covered all aspects of early retirement planning, from investments to tax implications. His recommendations were clear, actionable, and tailored to my risk tolerance and long-term objectives. I particularly appreciated his ability to explain complex financial concepts in an accessible way, making me feel confident and informed throughout the process.
He was always available to answer questions, provide reassurance, and adjusted the plan as needed. Thanks to his guidance, I now have a solid plan in place and feel more confident about my retirement. I highly recommend Jamie to anyone seeking expert advice and support on their financial journey.

Jamie is methodical, knowledgeable and kind. I feel that he has my best interests at heart and I trust his advice. I am at the beginning of my pension consolidation journey with Forth but have plenty of confidence in choosing to work with Jamie.

I'm very satisfied with the service offered by Jamie Tulip, Chartered International Financial Planner, with his professionalism, and especially with his patience throughout the process. It took me more than one year to make a decision, and I never felt rushed to make a decision, or forgotten. This was very important for me because I felt supported and accompanied in the decision-making process. The advice I received from Jamie was clear and sound. I always felt heard.

I'm happy to recommend Forth Capital and specifically Jamie Tulip for all matters involving investment and pension planning. Expert advice is impartially given and I have been extremely satisfied with the growth I have seen in my investments.

I moved my international pension from another company to Forth Capital several years ago. Since then we went through Covid and Brexit, watching the economy take a big hit and Sterling pretty much collapse in value.
All through this the Forth Capital people were outstanding in keeping us up to speed with what was going on and giving us great advice.
Looking at the value of the pension now, Forth has done an excellent job of looking after my money. I strongly recommend them.

I am extremely pleased with the professional service I have received from Forth Capital and in particular Jamie Tulip. He is very competent, courteous and patient, and most importantly, easy to contact. He has always worked hard to protect and support my investment and is readily available for any questions I may have, no matter how trivial.
I am a very satisfied customer and I would have no reservations about recommending Forth Capital further.
Professional and secure.

Jamie continues to provide patient, thoughtful and extremely knowledgable advice and support. I feel 100% confident in working with Jamie and Forth Capital.

Jamie Tulip has provided excellent advice and guidance over the last 3 years in what can only be described as a tricky global period for all investors. Thank you for your steady hand, professional approach to our interactions and sound advice.

I have total confidence in Jamie Tulip's expertise in assisting me with my financial planning especially given that I have now reached retirement and plan to return to the UK in the coming months. Jamie Tulip is extremely helpful and has always been available to listen, explain and propose which investments are the best options for me. I would highly recommend Jamie Tulips services.

I had a great transaction and service from Niamh Docherty transferring my QROPS back to the UK from Malta. Very professional in every way.

I would highly recommend Claire Taylor of Forth Capital to look after your personal finance needs. Claire's expertise in this field is second to none.
No big sales pitch, just professional down to earth advise having listened to what my future goals are. All costs are very transparent from the beginning, as are what we hope to achieve for my future.
I feel Claire wants to do the best for me and that's not something others bring to the table.
Get in touch with her for a no obligation discussion.
Our future is in your own hands.
Sean Murray

Understood my concerns/situation and quickly followed up

My experience dealing with Ranald Hall has just been outstanding, he is very helpful on all levels of explaining everything I needed to know about my retirement pensions. Very pleasant to talk to nothing seems too much bother. He gets back to you very promptly and takes the time to talk you through your issues. I will certainly be passing his name and number onto all my friends and family here in West Australia.
I cannot thank him enough for all his help.
Ann Marie Potts

I had a lovely conversation with Ranald Hall about pension and retirement planning.
He is extremely knowledgeable and helpful, and took the time to listen and help me achieve my goals.
His advice will certainly make a big difference to my retirement savings, and I will definitely reconnect with him and Forth Capital for all my future retirement plans.

Highly recommend Claire Taylor for expert, personalized financial advice. She attentively listened to my goals and provided tailored strategies without being pushy. She was knowledgeable, explained complex concepts in a clear manner and was very transparent about the costs involved from the outset. I left feeling confident and empowered, knowing she had my best interests at heart.

I had an in-depth, realistic and eye-opening conversation Ranald who was an extremely knowledgeable and helpful professional. He was especially helpful on the differences between our Australian Super/Pension structure and that of the UK, highlighting unbiasedly what avenues were available. I stress that as a self-reliant researcher on such topics, what i learnt from our discussions i couldn't find anywhere - Thank you Ranald and i wholeheartedly recommend Ranald and Forth Capitals services to anyone who is dealing with the convoluted web that is global pension schemes!

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. 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. Forthcapital is a company that means well, they are open and transparent. Not many financial consulting companies have such high standards in ethical behavior.
Marcus Cridland