Experienced pension advisers based in the heart of Glasgow.

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

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

Corporate Advice & Partners

Every business is different however there are many common objectives that for part of the IBC solution driven process.

IBC offer a range of support tailored to your needs in both Corporate Finance and Corporate Protection. By understanding the dynamics and future vision of your business IBC can help you achieve those goals.

Our corporate finance services include assistance with business pensions and automatic enrolment, allowing you to offer pension schemes to your employees. Our corporate protection services include life and critical illness cover for key persons within your business, partner/director share protection, and business loan protection. Additionally, IBC can offer you tax advice to ensure that your remuneration and investment strategies are as tax efficient as possible.

Since 2010 we have helped a number of clients achieve and work towards their goals and objectives. Areas where IBC have and can provide solutions include:

  • Tax efficient remuneration strategies
  • Tax efficient investment advice
  • Corporate structure design
  • Using pensions within your business funding model
  • Business protection – keyperson, shareholder protection, loan protection and relevant life
  • Auto Enrolment design and implementation
  • Group Pension – design, control and governance
  • Investing company monies
  • Employee benefits – Income protection, Private Medical Insurance, Group Life
  • Salary Sacrifice
  • Business succession planning
  • General Insurance

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