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.