About CIB Financial Management Ltd
CIB Financial Management Ltd provides independent advice on mortgages, investments and pensions, with full financial reviews for clients planning around longer-term goals. Its Glasgow team also advises on retirement planning, life insurance, critical illness cover and private health insurance.
Investment recommendations take account of attitude to risk and individual needs, while the pension service is built around future planning. Mortgage advice includes new builds, property purchases, buy-to-let and bridging finance. The firm combines broad financial planning with a personal service designed to support longer-term client relationships.
Before you choose CIB Financial Management Ltd
4.8 on average from 65 reviews
In its favour
- Full financial reviews
- Bespoke pension planning
- Independent investment advice
Typical client: Clients seeking joined-up mortgage and financial planning
Specialties
Key facts
- Type
- Financial planner
- Rating
- 4.8 on average from 65 reviews
Featured in
Questions and answers
Do you search the whole mortgage market?
Yes. CIB is an independent firm that looks across the whole mortgage market to find a suitable deal.
Which types of mortgage do you advise on?
The firm advises on first-time buyer, remortgage, buy-to-let, commercial and other types of mortgage.
What happens in the initial investment consultation?
The consultation covers the client's goals, objectives and current situation, including how much can be invested and how much should remain as liquid emergency cash.
Do you review all aspects of my finances?
Yes. CIB offers a complete review of financial matters and analyses the wider financial picture to create a plan suited to long-term goals.
