Our clients come first
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.
We earn your trust
We know that the thought of sorting out your financial affairs can be daunting, and that you must be able to trust your financial adviser. So our work begins with getting to know you: building a relationship based on trust, empathising with your situation, understanding what you want and where you want to be.
We are Chartered Financial Planners
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. To find out more about what it means to be chartered click here.
We’re transparent and fair
We agree our fees with you before we carry out any chargeable work.
You are never “locked in” to long-term agreements – you can move your money easily and usually without any penalties being imposed by us.
We expect that you’ll choose to stay with us because of our caring approach and because of the transparency of our information and costs.
Iolaire Financial was founded in 2013 with the aim of helping our clients take control of their finances and enjoy a life free of financial worries. Iolaire means “eagle” in Gaelic, and we feel that the eagle represents our strength, tenacity and honesty.
Daley Smith and Lynda Irons, who had worked together previously in the world of banking, and who were enthusiastic about combining their many years of expertise, created Iolaire Financial. Now the company has expanded and has a real presence in Central Scotland and, increasingly, in the UK.
What do we do for you?
Which services do we offer?
Whether you're new to the world of finance or you have many years of life experience, we can help you. That's because we tailor our advice and recommendations to you, our clients.
Here are the services we offer:
Contact us today
Or simply pop in to see us at 50 High Street, Auchterarder. We're open from Monday to Friday, 9.00am to 5.00pm.