Helping you plan financially for the future you’d like to see.

Unbiased advice in a relaxed setting, without jargon or hidden agenda.

Experienced advisers based in the heart of Glasgow.

Corporate And Personal Financial Planning Services

As Independent Financial Advisers authorised and regulated by the Financial Conduct Authority, we work closely with clients to establish their circumstances, objectives, goals and requirements.

We engage with clients on a continued review process to allow us to monitor and adjust as anything changes to ensure maximum efficiencies can be achieved.

Form initial engagement onwards our objective is to continually review and monitor.

Four of our advisers are Registered Pension Specialists and we work closely with professional partners to provide a third part service.

We are also delighted to promote the next generation of financial advisers and currently have 3 trainee advisers progressing through the qualification process.

It is never too early to plan for tomorrow, what is important is that you have the right information to allow you to make an informed decision.

Having worked alongside IBC for several years now I find them to be very professional in their dealings with my clients. My clients in turn have confided in me that they too have found IBC to be extremely professional in their dealings with them, and that they would not hesitate to recommend IBC to their family & friends when requiring financial advice.

— Colin Grant IFA , True Potential Wealth Management

Since the beginning of our relationship with IBC they have been friendly, approachable and highly professional in dealing with our clients. Our advisers have referred a number of clients and they have been very comfortable in their meetings, fully understand the advice they are receiving and have most importantly felt looked after. IBC’s professional relationship with us has been very much a partnership, even though IBC are giving the advice, they are keen to understand the relationship we have with the client to ensure everything goes smoothly and the client and client relationship remains at the heart of everything we do. Highly professional firm and we would recommend IBC to any firm requiring outsourcing needs.

— Craig Dougan DipFA , Rutland Independent Wealth Management LLP

We have been working with Ken and his team at IBC for a number of years now, especially so since Pensions Freedoms arrived. I have found the experience to be very satisfactory. They put the client’s needs front and centre as we do and work with us as the introducer in the clients best interests. We value the high level of professionalism and service that we and our clients experience. They insist as, we do, in meeting the client face to face to ensure that they really understand the clients concerns, goals and aspirations.

— Peter Trainor, MD, Opes Financial Planning Ltd, Troon

We at Gill Financial Services Ltd have been using IBC as our Pension Transfer Specialists for around 3 years now and have been delighted with the service and knowledge of the Advisers that we have used. I have known Ken Simpson personally for around 8 years having had dealings with a local Oil Companies pension scheme where Ken was looking after the overall scheme and we were dealing with individual members. Ken shows a great knowledge of the Pension Transfer market and shows great passion & connects with our clients at whatever level of experience they hold making sure that he pitches to them at the appropriate level. They have a great backroom team in Glasgow who make sure that all the Admin is taken care of.

— Roy Gill IFA - Gill Financial Services Ltd