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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.
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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 Jun
⟶
31 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)
Learn more about Iolaire Financial Limited
Contact
Address
50 High Street
Auchterarder
Perth And Kinross
PH3 1DB
Scotland
Same address since
incorporation
Companies in PH3 1DB
Telephone
01764664210
Email
Unreported
Website
Iolairefinancial.co.uk
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People
Officers
2
Shareholders
2
Controllers (PSC)
1
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
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Shareholders, PSCs & Group Structure
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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
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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 May
⟶
31 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%)
See 10 Year Full Financials
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
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Repayment History
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