AUDREY's Profile

 
5 / 5 (1 reviews)
AUDREY FLYNN ACSI
Senior Consultant
Forth Capital (independent)
Audrey has over 20 years experience in financial services building strong trusted client relationships. She moved to Switzerland with her family in 2012, which has provided a personal understanding of the requirements of expatriates.
Advises clients with 100K +
< 100K 100K + 250K + 500K + 1M +
 Switzerland
 France
 Ireland
FREE
Initial Consultation

Passionate about client service and offers a wealth of local and financial experience. Specialises in relationship building, and in working in collaberation with clients to ensure a personal effective strategy for future financial security.

Audrey is a member of Chartered insurance Institute(CII) and The Chartered Institute for Securities & Investment (CISI).

Qualifications

Weath and Investment Management
CISI
United Kingdom
 
FPC
CII
United Kingdom
 
UK Financial Regulation (IOC)
CISI
United Kingdom
 

Forth Capital is a leading Tax and Financial advisory company, specialising in providing intelligent investment advice to international investors. Our company was created with the aim of helping those who aspire to be financially independent. We are experts in international tax planning, independent investment advice, wealth preservation and asset management.

Forth Capital (Genève) Sàrl
Boulevard Des Philosophes 26
Geneva, Switzerland
Operates in:
 Switzerland
 France
 Ireland
We are unable to be regulated because no regulatory category exists for our category of business and the type of clients we deal with
 

1 Reviews from clients

Average 5 out of 5 (1 reviews)
 
Arthur A -  Jul 24, 2017 -  Cyprus
 
5 out of 5
"I was introduced to Audrey Flynn through Forth Capital when my previous adviser left the company. Audrey advises me on my QROPS pension portfolio and her in depth knowledge of the markets has helped me obtain the growth I require to meet my retirement needs. Audrey took time to get to know me, my future plans and my attitude towards risk, based on this information a portfolio was agreed to cover my requirements. I have a review every three months to ensure my needs and my circumstances have not changed and that I am happy with every aspect of the service I am getting. Based solely on the service I have received since being introduced to Audrey Flynn I would have no hesitation in recommending Audrey as a financial adviser if asked to do so."