Iolaire Financial Ltd

Independent Financial Adviser 50 High Street, Auchterarder, Perthshire, PH3 1DB
FCA verified
22nd October 2018
A Fully Independent Company valuing ethical advice where our clients are at the heart of what we do
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Buildings and contents
    • Home and leisure
    • Large business
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
Meet our advisers
adviser-person
Daley Smith Dip CII, Cert CII (MP)
Where to find us

50 High Street, Auchterarder, Perthshire, PH3 1DB

About us

With over 100 years experience working within the financial services industry we recognise the importance of a truly independent service putting the customer and their needs at the heart of everything we do.

We believe in providing advice from a position of informed expertise, underpinned by the highest ethical standards and with a common philosophy: To forge long term relationships with clients and to provide expert, independent advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

The value of investments and income from them may go down. You may not get back the original amount invested.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Inheritance tax planning, Will writing, taxation, Trusts, commercial mortgages and loans, National Saving & Investment products, most forms of Buy-To-Let mortgage and most forms of Bridging finance are not regulated by the Financial Conduct Authority.

Similar advisers near you

Independent Financial Adviser 7.34 mi
 
 
Independent Financial Adviser 12.22 mi
Friendly, impartial advice on existing and new investments and pensions.
 
Independent Financial Adviser 12.47 mi
We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.
 
Independent Financial Adviser 12.91 mi
CANDOUR: The ability to be honest and straightforward in both attitude and speech, helping you plan your financial future