Excellent Communication & Highly Responsive

★★★★☆
4.3 / 5
79% of users recommend this
  • Customer Service

  • Ease of Use

  • Value For Money

mrheaney's review of Forth Capital - www.forthcapital.com

★★★★★

“Excellent Communication & Highly Responsive”

Written on: 24/09/2021 by mrheaney (1 review written)

I am British expat, living in the USA. I engaged with Forth Capital to help me review, and ultimately transfer an pension balance I had with an old UK employer. My main contact at Forth Capital is based in Switzerland, so all communication has taken place by email and video chat. Their level of communication from Forth since engaging them about 9 months ago has been excellent. I have found the staff in the UK and Switzerland to be responsive and excellent communicators. They took the time and effort to carefully understand my situation with this pension both in itself and as part of my broader retirement plan. They listened carefully to understand the goals I had in mind and they made sure that their advice respected those goals. There are obviously complications in moving out of an employer based scheme, and we did experience some delays along the way from the existing pension administrators. The Forth team handled these issues with patience and a professional approach. The investment options that Forth were able to offer were narrow in focus- basically 5 different risk based Morningstar index type products. This approach may not suit everyone, but I was comfortable in finding an investment product within their basket that suited my approach to investment and risk. My experience with Forth Capital is still in its infancy- so far the experience has been positive and I would recommend any expat looking to review their investment mix have a discussion with this company.

  • Customer Service

  • Ease of Use

  • Value For Money

Report this review
Was this review helpful? 0 0