About Forth Capital

Market Leading Financial Advice for Expats

Client Testimonials

  • “Choosing a financial advisor was a giant leap for me. I wanted a haven for my hard-earned pension savings and that needed to be with as many guarantees as I could find. After much research and digging around, talking to other Forth Capital clients and even their competition, I was satisfied I had made the right choice with Forth Capital. Seven years later I still am.”

    Mark Johnson - Frankfurt, Germany

  • “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.”

    Mark King - Geneva, Switzerland

  • “At the worst of the crisis, like most nervous investors, I wanted to salvage what was left of my personal portfolio. Thanks to a sage and knowledgeable adviser, I was encouraged to ride out the market turmoil, and today, my portfolio is back ‘in the money’. It is not that I believe in miracle workers, however, having a financial expert on board who knows about what he speaks is reassuring. Growing my portfolio with Forth Capital is part of my overall financial long-term strategy.”

    Mrs Alisia Grenville - Geneva, Switzerland

  • “I just wanted to write to say a massive thank you for all you have done recently in working so hard to find a solution to the cash flow problems I have had over the past few months. It has been much appreciated and this has now made settling in to a new country so much easier for me and my family. As an ex-pat you will understand the traumas of moving to a new country so your assistance has been invaluable. The financial sector has had such bad press lately so it is reassuring that there are still people like you who are there to genuinely help your clients.”

    Mr Paul Westwood - New Zealand

  • “I have been working for several years with Forth Capital and have developed a strong relationship with my advisor.  I do not get any hard sell, just advice based on clearly documented or articulated financial goals.  I appreciate that ideas are presented to me with clear pros and cons and I can either let my advisor steer things, or make my own decisions, depending upon how much time I have.  I trust my advisor and know that he looks after my interests, and not his.  I especially appreciate being called proactively to discuss changes in the economic environment and appreciate that my opinion helps drive investment strategy – however, I am always brought back to reality when I am being too ambitious or drifting from that strategy, which I very much appreciate.”

    Mr J Ramsay - Frankfurt, Germany

  • “As a Banking professional, my expectations of a financial services company are high and Forth Capital have proven to be a valuable partner in my retirement planning. They have been integral in helping me to find a flexible and tax efficient solution while I am working abroad. They are also open enough to discuss my own ideas to help find the best portfolio for my circumstances and time frame, and it’s great to have a financial adviser who actually listens to you. I wouldn’t hesitate to recommend Dean and the team at Forth for future business.”

    Mr Matt Finch - Geneva, Switzerland

  • “I am keen to express my satisfaction with Forth Capital, in particular the services of Tom Tracy who has been my trusted advisor for years now.  As an expat in the UAE living in a tax free regime it has been important to plan properly and take advantage of the economic situation I find myself in.  I am now in a position where I feel secure personally and have planned successfully for the children’s education and my future.   This is down to Tom’s expert guidance.  I can now plan to move on securely in the knowledge that wherever my wife and I end up when we leave the Middle East, we are on the right road financially.”

    Dr Sean Petherbridge - Dubai, UAE

  • “My objective is to consolidate UK pensions and current and on-going investments into off-shore structures for long-term, tax efficient growth. Forth Capital ( Dean Elliott) gave me good advice on the range of options and choice of providers available and his view on all of them.  I also received comprehensive responses to the many detailed questions which I asked Dean and this allowed me to make informed decisions on where to place my pensions and investments.  My experience with Forth Capital is that  a very professional service is provided  and I intend to use Dean for future financial advice.”

    Mr Ian Burnett - Prangins, Switzerland

  • “I am happy to have an opportunity to say how very satisfied I am with the services provided by Forth Capital, and particularly by my personal Financial Advisor, Dean Elliott, CFA. I am by no means a ‘High Net Worth’ individual, but I do not believe that the care and attention that Dean has given to my modest portfolio could be bettered by any private bank, in Geneva or elsewhere.”

    Dr John Heptonstall - Geneva, Switzerland