Iolaire Financial Ltd

Independent Financial Adviser  50 High Street, Auchterarder, Perthshire, PH3 1DB
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FCA authorised
Last authorised 1st March 2021
A Fully Independent Company valuing ethical advice where our clients are at the heart of what we do
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Daley Smith FPFS, Certs CII (MP & ER)
Chartered Independent Financial Planner
MRS Caroline Gow
Independent Financial Planner
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.

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

50 High Street, Auchterarder, Perthshire, PH3 1DB

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