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
9:00 - 17:00
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
Lynda Margaret Upperton
Director • Ifa • British • Lives in Scotland • Born in Nov 1963
Daley Adelani Smith
Director • Ifa • British • Lives in Scotland • Born in Jul 1981
Iolaire Group Holdings Limited
PSC
More information on Iolaire Financial Limited
Teams
All
4
Management
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
Robyn Connell
Paraplanner • Joined Oct 2019
Daley Smith FPFS, Cert Cii (MP And Er)
Independent Financial Adviser • Joined Aug 2013
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