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.

Investments & Savings

We offer expect investment advice in Glasgow. Saving and Investing is about balancing the risks you are comfortable with alongside the potential rewards. As a general rule, the higher the risk the bigger the potential rewards but also the potential losses.

Investments can be subject to various taxes. With our expert Investment Management advice, we will ensure that you are making the most of your personal tax allowances. We will aim to create the most tax efficient savings and investment vehicles to best suit you.

For best asset management, we aim to create a diverse portfolio to reduce overall investment risks. Whatever your investment objectives are for the medium to longer term we will build an investment portfolio to suit your requirements, where you feel comfortable. As your investment goals and attitude towards risk are personal and may change over time we will review and adapt your portfolio and realign where necessary.

Not everyone is fortunate enough to have a lump sum to invest and we can advise on saving on a regular basis to create a lump sum for your future.

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

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