Forth Capital Reviews 147

Forth Capital has consistently provided clear & current market situation, their view on market trend and recommendation on investment profile.

I have the same assigned financial advisor whom is seasoned professional with in depth market knowledge providing long term views meeting my needs & goals.

My financial advisor provides me with updates and we have constant catch up to eusure personal contacts.

Am very happy with Forth Capital and will recommend their service always.

Forth Capital reviewed my off shore pension management at my request, I have since appointed them to manage the scheme. I am particularly pleased with the clarity of their advice and the results.

I met Mark in Sydney roughly 12 months ago and he assisted in transferring my UK DBP out of the company scheme.
The process was smooth and Mark was extremely thorough and kept me up to date throughout.
Since the transfer was completed, Mark has regularly sent through updates of how my new fund is performing. He also recently completed my first annual review, which identified further requirements.
I would highly recommend Mark.

great service, reg updates and consultation from Mark, always willing and open to review plans and investments,

If there were 6 stars I would give it. Mark Plummer not only gives great customer service, he also is a very patient and understanding person. He guides us gently to what is best for our situation which gives us confidence in his abilities to look after our finances which is a great comfort to us.

Mark Plummer of Forth Capital, trustworthy professional dedicated to his work, highly ethical and responsive to your individual needs.

Very personable and professional.
Always reliable and honest with accurate and timely information provided.

Always responsive and providing good advice.

Mark Plummer

I have really enjoyed being cared for by Mark Plummer over the years, his advice is always well-received and he has taken good care of my portfolio, following up with me periodically and always having my best interests at heart.

Mark Plummer from Forth Capital has been excellent throughout the experience from investment strategy discussions and recommendations to placement of investment products. I have and will continue to recommend Mark and Forth Capital to family and friends

I clicked on one of Forth's adverts and received a very rapid contact back. The initial contact led to a first video meeting with David Rosbotham, who took me through the process of collecting data on my UK pensions (I'm an expat living in France) and conducting 'triage'. With the data collected, another video call followed, preceded by a chance to view an independent video prepared by a UK pensions advisor, which was highly informative. I appreciated being sent this independent video. At the end, I felt that I had a much clearer picture of my pension rights and possibilities. All this cost me not a penny as I am not going to take further action. Thank you Forth Capital, and thank you David for your very professional and clear guidance!

Forth Capital, Geneva:
Friendly and efficient, good financial advice. A pleasure to work with your team

Although it is not possible to make a comparison with other Companies providing the same services I have never regretted choosing Forth Capital.
The Portfolio gives me the returns that I need and my Adviser with his team are always quickly available to discuss issues.

David Rosbotham and his colleagues provided a very professional and detailed service as I considered moving my pension overseas. All the discussions were fair and balanced and David provided an unpressured environment in which to review all of the options. I have a lot of trust in the advice provided and, even though I did not proceed with the transfer on this occasion, I would recommend Forth to anyone looking for a financial advisor, and I will be using their services again myself in the future.

I haď a different situation due to my foreign residency. Benefit and corona did not help. My adviser took me through the processreally well and quickly.

Through Forth Capital, I was able to realize capital from the UK that I was unaware I had. David Rosbotham helped me to reinvest my UK pensions and I was also able to receive a lump sum. More recently David set up an easy-access International account for me, and is now assisting with my UK State Pension. At all times I have found David readily available, friendly and approachable. Very importantly, he has given me trustworthy financial advice in a language I could easily understand. I highly recommend David to everyone.

I have just started working with Forth Capital and David Rosbotham.
To date, the service has been very professional and attentive.
I look forward to continuing the work with Forth Capital in the future.

I needed advice on transferring out of my old employer's pension in the UK to a SIPP. UK regulations mean finding a company which is licensed to do this and which is approved to give advice in accordance with the UK financial regulatory authority. Forth Capital ticked all the necessary boxes (and appeared to have excellent reviews) so I was lucky to make contact with Audrey Flynn. She has guided and hand held me throughout this process making sure I understood each and every step. Her patient, diligent and friendly manner make me highly recommend her.

Easy, uncomplicated relationship; accessible and reliable.

John Poulter & Team very helpful, proactive, kept me informed. Even got some descent advise along the way - as a value add!

Very good experience from me - as the client. This is a complete turnaround from my initial experience with Forth Capital - about 6 odd years ago.

Refreshing to be honest!