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Iolaire Financial Limited

Iolaire Financial Limited is an 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
Active since incorporation
Company No
SC534350
Private limited company
Scottish Company
Age
9 years
Incorporated 3 May 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 2 May 2025 (4 months ago)
Next confirmation dated 2 May 2026
Due by 16 May 2026 (8 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jun31 May 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 5 months remaining)
Contact
Address
50 High Street
Auchterarder
Perth And Kinross
PH3 1DB
Scotland
Same address since incorporation
Telephone
01764664210
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • Ifa • British • Lives in Scotland • Born in Jul 1981
Director • Ifa • British • Lives in Scotland • Born in Nov 1963
Iolaire Group Holdings Limited
PSC
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Mutual Companies
Iolaire Group Holdings Limited
Daley Adelani Smith is a mutual person.
Active
Aquila Summit Limited
Daley Adelani Smith is a mutual person.
Active
Tony Curley Independent Financial Advisers Limited
Daley Adelani Smith is a mutual person.
Dissolved
Brands
Iolaire Financial
Iolaire Financial is a Chartered Independent Financial Planning Firm based in Auchterarder.
Financials
Net Assets, Total Assets & Total Liabilities (2017–2025)
Period Ended
31 May 2025
For period 31 May31 May 2025
Traded for 12 months
Cash in Bank
£129.09K
Increased by £48.14K (+59%)
Turnover
Unreported
Same as previous period
Employees
7
Decreased by 1 (-13%)
Total Assets
£333.81K
Decreased by £2.98K (-1%)
Total Liabilities
-£131.89K
Decreased by £2.92K (-2%)
Net Assets
£201.92K
Decreased by £60 (-0%)
Debt Ratio (%)
40%
Decreased by 0.52% (-1%)
Latest Activity
Full Accounts Submitted
10 Days Ago on 2 Sep 2025
Confirmation Submitted
4 Months Ago on 5 May 2025
Full Accounts Submitted
9 Months Ago on 2 Dec 2024
Lynda Margaret Upperton Resigned
10 Months Ago on 8 Nov 2024
Confirmation Submitted
1 Year 3 Months Ago on 6 Jun 2024
Full Accounts Submitted
1 Year 11 Months Ago on 10 Oct 2023
Confirmation Submitted
2 Years 3 Months Ago on 13 Jun 2023
Iolaire Group Holdings Limited (PSC) Appointed
2 Years 4 Months Ago on 15 May 2023
Lynda Margaret Upperton (PSC) Resigned
2 Years 4 Months Ago on 15 May 2023
Daley Adelani Smith (PSC) Resigned
2 Years 4 Months Ago on 15 May 2023
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Documents
Total exemption full accounts made up to 31 May 2025
Submitted on 2 Sep 2025
Confirmation statement made on 2 May 2025 with no updates
Submitted on 5 May 2025
Memorandum and Articles of Association
Submitted on 9 Dec 2024
Total exemption full accounts made up to 31 May 2024
Submitted on 2 Dec 2024
Second filing of Confirmation Statement dated 2 May 2024
Submitted on 18 Nov 2024
Termination of appointment of Lynda Margaret Upperton as a director on 8 November 2024
Submitted on 14 Nov 2024
Resolutions
Submitted on 13 Nov 2024
Cessation of Lynda Margaret Upperton as a person with significant control on 15 May 2023
Submitted on 13 Nov 2024
Notification of Iolaire Group Holdings Limited as a person with significant control on 15 May 2023
Submitted on 13 Nov 2024
Cessation of Daley Adelani Smith as a person with significant control on 15 May 2023
Submitted on 13 Nov 2024
Repayment History
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