Find Your Freedom

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Secure your future wherever you are today

We work closely with you to understand your circumstances and priorities, then create a clear, effective financial plan for you - enabling you to make key life choices on your own terms, without compromise; from funding your children's education, to having the means to step back from work when you choose to.

Secure Your Financial Freedom

Grow Your Wealth

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M Wealth

Successfully increase and pass on your wealth

Our award winning team can help you to grow your wealth and protect it as you pass it on to your loved ones. Combining our investment, estate and inheritance planning expertise with personal high touch service, our international advisors provide continuity of advice and support wherever you are in the world.

Grow and Protect Your Wealth

Transfer Your Pension

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M Pensions

Maximise your pension income and benefits

Our understanding of UK and international pensions means that we can provide you with clarity and simplicity - delivering the right solution for you, wherever in the world you are, and wherever you choose to retire. Our award winning 'Next Generation' pension strategies are designed and managed by Morningstar, the world’s largest fund analytics company.

UK Pension Transfers

Forth Capital provides award winning international financial planning, wealth management and pensions advice, from dual qualified advisors authorised and regulated in the UK, Switzerland, the EU, Australia, the US, and Hong Kong.

With offices across four continents, our expertise and international licenses enable us to provide the right cross-border financial solutions wherever you are in the world.

Why Forth Capital?

Winners at the 2022 International Advisor Best Practice Awards, shortlisted for this year's International Investor Excellence in Advisory Best Practice Award, and rated ‘Excellent’ by our clients on Trustpilot, our dual-qualified advisors provide continuity of advice and exceptional service wherever you are in the world, and wherever you choose to go next.

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Meet our advisors

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Our Advisors

Our international advisors provide continuity of advice and support wherever you are in the world.

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Career
Opportunities

Explore the latest roles available in each of Forth Capital's international offices.

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Community

Forth Capital in
the Community

Find out more about our commitment to making a positive impact.

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Sydney

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Offices

With offices in four continents, we provide continuity of advice wherever you are in the world.

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E-Guides

Download any of our free E‑Guides to get valuable insights into a range of wealth management, financial and retirement planning topics and solutions that we would be delighted to discuss further with you.

View all our E-Guides

Guide to UK Pension Transfers

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Understanding all your pension transfer options will help you to maximise your retirement income and benefits.

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Guide to Estate and Inheritance Tax Planning

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Helping you understand how to pass on your wealth to your loved ones in the most tax efficient way possible.

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Guide to Repatriating to the UK

Crop for E Guide

An invaluable guide to the planning and wider considerations involved when returning home from abroad - to ensure that your transition is as smooth as possible.

Read More
View all our E-Guides

Guide to UK Pension Transfers

M Woman on sofa with ipad
Understanding all your pension transfer options will help you to maximise your retirement income and benefits. Read More

Guide to Estate and Inheritance Tax Planning

M Man with pensive expression
Helping you understand how to pass on your wealth to your loved ones in the most tax efficient way possible. Read More

Guide to Repatriating to the UK

Crop for E Guide
An invaluable guide to the planning and wider considerations involved when returning home from abroad - to ensure that your transition is as smooth as possible. Read More

Latest

10 Questions to Ask Yourself When You’re 10 Years from Retirement

Insight | by Tom Tracy
Pensive 50 something man
As you approach retirement, it’s crucial to ask yourself some important questions to ensure that you are fully prepared and have a robust financial plan in place. By taking the time to consider these ten questions, you can gain clarity to help you make informed decisions.
Read More

How to Pass Your Wealth on to the Next Generation in the Most Tax Efficient Way

Insight | by Stephen Kiggins
Grandparents and grandchild looking at laptop
Soaring property prices and rising inflation have, in real terms, lowered the threshold with each passing year, resulting in more and more people finding themselves liable for IHT
Read More

Supporting Social Bite in the fight against homelessness with Brian Cox CBE and Sir Chris Hoy

Community | by Stephen Kiggins
Brian Cox
Forth Capital has been a longstanding supporter of Social Bite, a 'small but mighty' Scottish charity fighting homelessness, so we were proud to be part of The Great Scots Burns Supper fundraising event with fellow supporters Brian Cox CBE and Sir Chris Hoy.
Read More

10 Questions to Ask Yourself When You’re 10 Years from Retirement

Insight | by Tom Tracy
Pensive 50 something man
As you approach retirement, it’s crucial to ask yourself some important questions to ensure that you are fully prepared and have a robust financial plan in place. By taking the time to consider these ten questions, you can gain clarity to help you make informed decisions.
Read More

How to Pass Your Wealth on to the Next Generation in the Most Tax Efficient Way

Insight | by Stephen Kiggins
Grandparents and grandchild looking at laptop
Soaring property prices and rising inflation have, in real terms, lowered the threshold with each passing year, resulting in more and more people finding themselves liable for IHT
Read More

Supporting Social Bite in the fight against homelessness with Brian Cox CBE and Sir Chris Hoy

Community | by Stephen Kiggins
Brian Cox
Forth Capital has been a longstanding supporter of Social Bite, a 'small but mighty' Scottish charity fighting homelessness, so we were proud to be part of The Great Scots Burns Supper fundraising event with fellow supporters Brian Cox CBE and Sir Chris Hoy.
Read More
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