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.

Personal Finance – Advice, Pensions & ISAs

IBC are professionals when it comes to offering personal financial advice in Glasgow. We offer advice on a wide range of personal finance solutions, including pensions and ISAs. The landscape for receiving financial advice is changing. We are aware that the supply of information is vast and instant and progress in technology will insure that this continues.

IBC believe that personal solutions are unique to each client and we work with our clients to ensure that each solution is bespoke to your current and future needs.

Our solutions include not only the right products for you but an open and on-going communication channel designed to add value to your current and future needs.

We work with you to put in place your solution and ensure that they remain appropriate to your needs through on-going advice and consultation.

IBC have invested heavily in technology to ensure our client solutions experience is efficient, effective and simple.

Our secure software solution, our clients can view in real time their assets and communicate with us when circumstances change.

We have put in place and continue to consult on with our clients include the following areas:

  • Tax efficient investments – ISAs, pensions, Investment solutions
  • Inheritance tax planning – Wills, Power of Attorney, Trusts
  • Capital Gains tax planning
  • Planning for retirement
  • Planning @ retirement
  • Wealth growth and preservation
  • Risk Profiling and asset allocation
  • Personal Protection
  • School fees planning
  • Personal financial management

Every individual and every family is different. Everyone needs a package which caters for their financial security and caters for their specific needs.

Get in touch to see how we can support you and meet your needs.

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