Practice Areas
International Financial Planning
Retirement Planning
Wealth Management
Estate Planning
UK Pensions
US Pensions
Swiss Pensions
Jamie Tulip
International Financial Planner
Having spent several years advising expats in Geneva, Jamie now provides expert financial planning and pension advice to clients internationally.
Jamie is a Chartered Financial Planner and Pension Transfer Specialist with the London Institute of Banking & Finance in the UK and a registered financial adviser in Switzerland. Jamie also holds the Series 65 qualification in the United States.
Qualifications
Office
What our clients say
Marcus Cridland
Ethical, transparent and helpful
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 and 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.
Forth Capital is a company that means well, they are open and transparent. Not many financial consulting companies have such high standards in ethical behaviour.
Shaun O'Brien
The quality of the advice has been top notch and they are very professional
I have been dealing with Forth Capital for a number of years. The quality of the advice has been top notch and they are very professional, transparent and efficient.
I highly recommend them.
Andy Morris
Very supportive
Jamie has been very supportive since making the switch from the previous company I used. Updates are received even if not requested and response times to queries are very quick and professionally handled.
Jamie Tulip
International Financial Planner
Having spent several years advising expats in Geneva, Jamie now provides expert financial planning and pension advice to clients internationally.
Jamie is a Chartered Financial Planner and Pension Transfer Specialist with the London Institute of Banking & Finance in the UK and a registered financial adviser in Switzerland. Jamie also holds the Series 65 qualification in the United States.
Practice Areas
International Financial Planning
Retirement Planning
Wealth Management
Estate Planning
UK Pensions
US Pensions
Swiss Pensions
Qualifications
Office
Marcus Cridland
Ethical, transparent and helpful
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 and 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.
Forth Capital is a company that means well, they are open and transparent. Not many financial consulting companies have such high standards in ethical behaviour.
Shaun O'Brien
The quality of the advice has been top notch and they are very professional
I have been dealing with Forth Capital for a number of years. The quality of the advice has been top notch and they are very professional, transparent and efficient.
I highly recommend them.
Andy Morris
Very supportive
Jamie has been very supportive since making the switch from the previous company I used. Updates are received even if not requested and response times to queries are very quick and professionally handled.
Worldwide
Licences
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