Forth Capital Advisers Limited

Reference number: 811535

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When forthcapital.com first appeared online, and whether it can receive email
  • What kind of line 0131 600 0623 is
  • Who else gives the postcode EH3 9QA
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
11271163
Company status
Active
Company type
Private limited company
Incorporated
22 March 2018 (8 years old)
Registered office
Berkeley Suite 35 Berkeley Square, Mayfair, London, W1J 5BF, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Tax consultancy (SIC 69203)

Directors and company secretaries

Name Role Born Appointed Other companies
Tom Edward Tracy Director May 1969 27 Mar 2018 1 other company
Lisa Diane Dean Director Aug 1973 16 Sep 2024 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2024Full accountsNot audited

Net assets

£212k

−38% from £342k

Cash at bank

£243k

−26% from £327k

Owed within a year

£75.2k

+67% from £44.9k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2019 to 2024
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 11271163. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Forth Capital Advisers’s history from the FCA register and Companies House, newest first.

Key events (8) All events (14)

2021

27 April 2021

  • Forth Capital Group Limited took control (75–100% of shares)
  • Forth Capital Limited gave up control

Companies House

2019

25 February 2019

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2018

27 March 2018

  • James Arnold Graham Brown gave up control

Companies House

22 March 2018

  • Incorporated at Companies House
  • Forth Capital Limited took control (75–100% of shares)
  • James Arnold Graham Brown took control (75–100% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (8 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Forth Capital Advisers

Other FCA-listed firms that share a director, phone number or address with Forth Capital Advisers. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Forth Capital Advisers

Other firms of the same type (financial adviser), nearest first.

In Edinburgh

4ways Financial Solutions LLPEdinburghAuthorised56 Wealth Management LimitedEdinburghAuthorisedA1 Financial Solutions LtdEdinburghAuthorisedAlpha Wealth LimitedEdinburghAuthorisedAlva Wealth LimitedEdinburghAuthorisedAspire Wealth Management LimitedEdinburghAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Forth Capital Advisers

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 14 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Forth Capital Advisers Limited FCA authorised?
Yes, Forth Capital Advisers Limited (FRN 811535) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2019 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Forth Capital Advisers’ phone number and website?
The FCA register lists the phone number 0131 600 0623 and the website forthcapital.com for Forth Capital Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Forth Capital Advisers a scam or clone?
Forth Capital Advisers is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Forth Capital Advisers?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Forth Capital Advisers to the Financial Ombudsman Service, free of charge.
Who owns Forth Capital Advisers?
Forth Capital Advisers is owned by Forth Capital Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 April 2021. Before that, it was controlled by Dr James Arnold Graham Brown and Forth Capital Limited.
Who runs Forth Capital Advisers?
Companies House lists 2 directors of Forth Capital Advisers: Tom Edward Tracy and Lisa Diane Dean.
How long has Forth Capital Advisers been in business?
The company was formed on 22 March 2018, and has held its current FCA authorisation since February 2019.
What do Forth Capital Advisers’ latest accounts show?
Its latest accounts, to 31 December 2024, show net assets of £212k (−38% from £342k) and cash at bank of £243k (−26% from £327k).

Sources and links

The full report on Forth Capital Advisers Limited

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