Iolaire Financial Limited

Independent Financial Adviser  50 High Street, Auchterarder, Perthshire, PH3 1DB
check
FCA authorised
Last authorised 13th September 2021
We forge long term relationships with clients and provide expert, independent advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
Daley Smith FPFS, Certs CII (MP & ER)
Chartered Independent Financial Planner
Caroline Gow DipFA CertLTCP
Independent Financial Planner
About us

At Iolaire Financial, our clients matter to us. We put you, and your needs, at the heart of everything we do. Our biggest reward is seeing happy clients taking control of their finances and enjoying their lives.

Client relationships are our strength, so we’ll be there for you whenever you need financial advice throughout your life and career.

We provide this advice from a position of informed expertise, underpinned by the highest ethical standards and with these key aims: to forge long-term relationships with clients and to provide expert, independent advice.

Whether you’re starting out in your career, nearing retirement or somewhere in between, whether you’re looking to invest or you want to talk about your life goals, we’ll make it as easy as possible for you to plan your financial future.

Our services

What do we do for you?



We meet you in person, either in our high-street office or at your home. That means you can ask questions and tell us about your financial goals.
We explain everything clearly, going through every step of each process.
We're totally independent so are not tied to specific products or companies.
We will provide advice to you based upon your individual circumstances and a fair and comprehensive analysis of the market.
We use smart technology to match our advice to your lifestyle, cashflow and life plans. It's a bespoke service, not an off-the-shelf solution.

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

50 High Street, Auchterarder, Perthshire, FK7 0HY

Similar advisers near you

Independent Financial Adviser 1.39 mi
At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing. Because we believe that in personal financial and wealth management, personal comes first for a reason.
 
Independent Financial Adviser 1.51 mi
An Independent Financial Adviser passionate about delivering simple, honest advice and helping clients to achieve their goals and objectives.
 
Independent Financial Adviser 1.88 mi
At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away.
 
Restricted - whole of market 2.66 mi
I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.