Corporate Benefits Consulting Ltd

Independent Financial Adviser  Corporate Benefits Consulting Ltd, City of Glasgow, Glasgow, G3 7NB
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FCA authorised
Last authorised 3rd May 2021
Our aim is to help you achieve your financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MRS Maureen Ruddy MA (Hons), Dip PFS
Director
Iain McCallum
MR Allan Maxwell BSc (Hons), CHARTERED FINANCIAL PLANNER
Director
About us

Corporate Benefits are a firm of Chartered Financial Planners who specialise in providing Pension and Retirement Planning advice to individuals and companies. Our employee benefits advice focuses on the SME Market where we provide a holistic approach which includes individual advice to all employees from the directors down. Our objective is to ensure that individuals can plan for their retirement with confidence. We are Pension Transfer Specialists. We work on a fee basis. All costs will be discussed at your first meeting, which will be at our expense.

Our services

We take time to ensure that you fully understand your options and the consequences of the choices you make.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Corporate Benefits Consulting Ltd, 8 Sandyford Place, City of Glasgow, Glasgow, G3 7NB

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