Iolaire Financial Limited
Offering holistic financial planning & mortgage advice to individuals and businesses across Scotland Servicing the Perthshire and Central Scotland areas.
Services Include:
Whole of Market Mortgage Advice,
Independent Investment Advice,
Independent Pension Planning,
Independent Protection Advice
We specialise in providing advice to both personal and business clients. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Iolaire Financial Limited is Directly Authorised and regulated by the financial conduct authority.
21/05/2021
Thank you to ER for her flowers to Laura for organising her mortgage.
21/05/2021
Big thank you to S&C for the beautiful flowers to Laura for organising their mortgage.
18/12/2020
Thank you to DB, for the lovely gifts you gave to Caroline for helping with your financial planning this year 🌲🎅🏻
11/12/2020
A lovely gift for Caroline from SL for helping with his retirement planning. Thank you so much for your kind gift, it was very much appreciated 🙏
07/12/2020
What a wonderful surprise on a Monday afternoon! Thank you so much to G & J for the thoughtful gift for Caitlín & Caroline for helping arrange their mortgage!
09/09/2020
Beautiful gifts for Laura from one of our mortgage clients. Thank you DB for the kind gesture.
We at Iolaire are following all relevant government and WHO advice and we have taken proactive steps to help ensure the well-being of our staff, while maintaining the ability to provide our clients with a continued uninterrupted service. To adhere to the current government guidelines, all the staff at Iolaire have been working at home since last week, but we can all be contacted in the usual ways, either by email or by telephone through the usual office number. You should notice no real difference to our usual service as we can all remotely answer the office landline on 01764 664210.
We are carrying on with “business as usual” and we will be contacting investment clients to offer regular reviews, and our mortgage clients will continue to be contacted three months prior to their mortgage deal ending. We are also available to help with anyone wishing to review their personal protection needs.
We will not be conducting any face to face meetings and our office will remain closed and unmanned until the government guidelines change, we can however schedule a video based call at a mutually convenient time.
We are also here to offer reassurance to existing clients and their friends and families. We are living in uncertain times and we are keen to provide community support where we can. If you have a concern about the financial impact of Covid-19 and need a bit of clarity around some of the government help packages available to business owners, mortgage holders or people in rented accommodation we would be happy to help with this free of charge. If you know anyone who would benefit from talking to us please pass on our details.
Please all keep safe and let us know if we can help in any way by emailing us at [email protected] or telephoning us on 01764 664210.
Daley, Lynda and the Iolaire Team
17/03/2020
Lovely flowers and a card from one of Laura’s mortgage clients. Thanks RW for the kind gesture, it was very much appreciated 😊
04/03/2020
Thanks to GM for the lovely gift today 🍷
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Location
Category
Contact the business
Telephone
Address
50 High Street
Auchterarder
PH31DB
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |