Independent Benefit Consultancy

Independent Financial Adviser  IBC Independent Financial Advisers, Glasgow, G1 1DA
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FCA authorised
Last authorised 26th July 2021
IBC Wealth provides an initial consultation at our expense and will design our advice around your goals, needs and objectives.
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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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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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Income protection insurance
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Large business
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Life insurance
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Small business
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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
Meet our advisers
MR Ken Simpson BA DipPFS
Managing Director
MR Alistair Scott
Senior Consultant
MR Derek Allan
Chartered Financial Adviser
MRS Julie Mitchell
Senior Financial Adviser
MR Craig Thomas
Financial Advicer
About us

IBC are Independent Financial Advisers specialising in solutions to your Wealth Management, Pension and Retirement Planning, protection and holistic financial advice needs.

We are Pension Transfer Golden Gold Standard accredited.

Our solutions consider your goals and, objectives in the building and servicing of your wealth, health and wellbeing plans and solutions.

Based in the centre of Glasgow, we have clients through out the UK and are proud to deal with families of all generations.

Most of our clients come to us through client recommendation.

IBC work with a number of professional introducers to ensure that our solutions are designed to best fit your full requirements.

Our services

Wealth management: Inheritance tax planning advice: Specialist Occupational Pension transfer advice; @retirement planning, pre-retirement reviews and goal setting; cash flow modeling: pension consolidation; holistic financial planning; individual and corporate protection advice

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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