Iolaire Financial

Iolaire Financial is a Chartered Independent Financial Planning Firm based in Auchterarder. They provide financial planning and investment management services.
  • Mortgage Advice
  • Financial Planning
  • Investment Management
Size
Small
Phone
01764 664210
Website
iolairefinancial.co.uk
Email
Available in Endole App
Locations
50 High St, PH3 1DB
01764664210
Digital Popularity
Social Media
Company Details
Iolaire Financial is operated by Iolaire Financial Limited and is a Active company incorporated on 3 May 2016 with the registered office located in Auchterarder, Perth and Kinross. Iolaire Financial Limited was registered 9 years ago.
Status
Active
Size
Micro
Directors
2
Age
9 years old
Employees
7
Turnover
Unreported
Total Assets
£333.81K
Cash in Bank
£129.09K
Total Liabilities
-£131.89K
Daley Adelani Smith
Director • Ifa • British • Lives in Scotland • Born in Jul 1981
Lynda Margaret Upperton
Director • Ifa • British • Lives in Scotland • Born in Nov 1963
Iolaire Group Holdings Limited
PSC
More information on Iolaire Financial Limited
Teams
All
4
Consulting
3
Finance
3
Other
2
Lynda Upperton Dip Cii, Cert Cii (MP, Er)
Business And Compliance Director • Joined Jan 2017
Daley Smith FPFS, Cert Cii (MP And Er)
Independent Financial Adviser • Joined Aug 2013
Robyn Connell
Paraplanner • Joined Oct 2019
Ross Cramb Dippfs®
Financial Planner • Joined Mar 2022
Daley Smith FPFS, Cert Cii (MP And Er)
Independent Financial Adviser • Joined Aug 2013
Robyn Connell
Paraplanner • Joined Oct 2019
Ross Cramb Dippfs®
Financial Planner • Joined Mar 2022
Daley Smith FPFS, Cert Cii (MP And Er)
Independent Financial Adviser • Joined Aug 2013
Robyn Connell
Paraplanner • Joined Oct 2019
Ross Cramb Dippfs®
Financial Planner • Joined Mar 2022
Lynda Upperton Dip Cii, Cert Cii (MP, Er)
Business And Compliance Director • Joined Jan 2017
Daley Smith FPFS, Cert Cii (MP And Er)
Chartered Independent Financial Planner & Director • Joined May 2013