Forth Capital Reviews 147

I got a good service ,very helpful and always answered my queries and also helped me with the paperwork.

Good communication with sensible advice, and better than it used to be.

Intro, technical knowledge, customer response all very good.
A few issues around getting right product for different scenarios.
Overall growth has been disappointing from expectations...but will give it a little more time to see this work through

Keep up the good bits !

Excellent service. I would recommend this company to anyone

Sound financial advice. Honest feedback. An enjoyable experience.

Although I have a small investment, the service I receive is excellent. Mark Plummer, Hong Kong office, has helped and guided me enormously. Thank you, Mark.

Greetings,
I have to say I have had lots of difficulty linking up with my agent to discuss maters of concern, otherwise 5 stars may have appeared.

Sincerely yours,

D.K.Stone.

A thoroughly professional company to deal with. But the bottom line is that they have grown my pension pot substantially. Which is more than I can say for other pension advisers from even the big Swiss banks. I'm sticking with Forth Capital.

Very straightforward and unsalesey approach, advice clear and no jargon. Admin follow-up prompt and responsive.

My only experience is of Graham Brown, whom I have recommended to friends and who have since taken his advice.

A very helpful and responsive organisation . Everyone is always ready to listen and help to the best of their expertise . A very mature and experienced group of professionals . It is reassuring to know that whoever you speak with has a strong professional background and able to apply it to your needs .

Forth has developed into a first rate “partner” to myself in terms of managing my investment fund which has shows market beating performance over 5 years. The relationship is based on trust proven by this track record and is personally managed by their my contact within Forth who provides rapid Sound advice.

I have no hesitation in providing a recommendation.

I have a busy life and so I do not want to have to worry about my pension. I want to be able to leave it with someone I trust, who will be proactive, ensuring it works the hardest it can for my family (in a balanced risk v reward way suited to my personal requirements). They mabage my expectations proactively with monthly updates. I’m contacted with any recommendations for changes or new rulings and the implications thereof.
Handing to any financial institution, what is effectively irreplaceable and has been a careers work to earn, is a massive and potentially stressful decision, and I feel I repeatedly make the right choice to have Forth Capital managing my pension.

My experiences to date have been mostly positive and my advisor has been excellent, providing information, feedback, advice and support pretty much as and when needed. Having been with other providers in the past, I can safely say it would be very difficult to get a better service in this respect anywhere else.

I do however think that Forth Capital as a business could be more forward thinking in providing alternative investment suggestions and potential red flag events to all of their investors to ensure they are maximising their investment opportunity and risk management portfolio.

From the beginning of my contact with Forth Capital, there has always been clear information provided and equally clear and prompt and replies to any questions by email with assistance, where needed

My score reflects the very low return on my investments over four years.

I have been a client for over 10 years with the same contact which is much better than other service providers who change contact points too often.
Returns generally ok but recently conservative approach has led to minimal growth with any returns offset by bond charges.

Having had numerous organizations and individuals approach me regarding my pension options, I found Forth Capital to be genuinely interested in helping me find the right solution for my individual pension needs. Everyone on the team at Forth Capital were very professional in supporting me dealing with my existing pension providers, and guided me through every step in the transfer process. I am delighted with my new pension solution that combined a number of my existing pensions into a SIPP. This solution now simplifies my pension plan, whilst providing me with a great set of tools to monitor my pension investment portfolio.

When I first heard of QROPS, it seemed like a great idea for me in my circumstances (already out of the UK for about two decades, little likelihood of ever returning - beyond holidays - and likely to retire to southern Europe). I contacted a handful of firms who deal with such things, and whittled the list down, one by one and for various reasons, until I was left with Forth, who seemed to (for want of a better expression) tick all my boxes.

They dealt with some rather complicated transfers at set-up time very efficiently, and I like the fact that my contact at Forth will always reply to any query, complex or mundane, within an hour or two. They have monitored (and made adjustment recommendations because of) my dwindling appetite for risk as retirement looms, and I remain delighted with the company.

I'm always very wary of recommending anything like this to anyone - after all, if it were to go badly, I don't want anyone knocking angrily on my door, as I'll have enough problems of my own in that scenario! - but my opinion is that, if you are considering a QROPS scheme, you really should talk to Forth Capital. You won't find much negative online about them, and that's a huge plus.