Verified AccountantsUK firms, verified against the public record

Iona Finance Management Ltd

Chartered Certified Accountants in Inverness IV2

Verified & RegulatedTrust Score87/100Excellent

Companies House: SC3435426 Lochlann Court, Culloden, Inverness, IV2 7UFData updated 07 Jul 2026

In the local market

Iona Finance Management Ltd is one of 24 accountancy practices we verify in Inverness. Incorporated in 2008, it is among the longest-established of them. It is one of only 3 ACCA-regulated firms among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Iona Finance Management Ltd is a UK limited company based in Inverness, incorporated in 2008 and trading for 18 years.

Public records confirm it is anti-money-laundering supervised by ACCA, a member firm of ACCA, up to date with its accounts (last filed 31 May 2025), and running a confirmed website. Its most recent filed accounts, for the year to 31 May 2025, report net assets of £36,415, up from £29,615 the year before. Its website shows it handles Limited company accounts.

How we verify →

Verification record and Trust Score

87/100

Trust Score

Excellent
Public record
AML supervised · ACCA
Active company
Filing compliant
Trading 18 years
Professional qualification
  • ACCA
  • ICAEW
  • AAT
Contact
Websitepending
Phonepending
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. SC343542 (opens in new tab)incorporated 2008Companies House · checked 07 Jul
Registered activity
  • SIC 69203 - Tax consultancy
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 May 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ACCAAssociation of Chartered Certified Accountants (ACCA) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.ACCA · checked 21 Jul
Anti-money-launderingSupervised by ACCAACCA is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.ACCA · checked 21 Jul
Sources: Companies House (opens in new tab), ACCA
Own this firm? Claim or enhance your listing. Get in touch to claim or update this listing

Good fit for

  • Handles Limited company accounts

Specialisms and services

Services
Limited company accounts

Message this firm

Send an enquiry and we will pass it to Iona Finance Management Ltd. No account needed - just your contact details and what you need help with.

We share your message with this firm to answer your enquiry.

People at Iona Finance Management Ltd

Persons with significant control (1)

  • Mrs Fiona Barbara WalkerOwns 75-100% of shares, 75-100% of voting rights, Can appoint or remove directors

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2022 to 2025
Net assets
£36k
as at 31 May 2025+£6.8k vs 2024
Current assets
£76k
as at 31 May 2025+£8.6k vs 2024
Average employees
3
as at 31 May 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2025202420232022
CashDebtorsOtherNet assets
Full figures
As filed31 May 202531 May 202431 May 202331 May 2022
Average employees3332
Net assets£36,415£29,615£23,038£20,895
Current assets£75,608£67,037£66,421£58,928
Fixed assets£1,394£1,859£2,479£3,305
Shareholders equity£36,415£29,615£23,038£20,895

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2008Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Iona Finance Management Ltd a regulated accountant?

Yes. Iona Finance Management Ltd is a member firm of ACCA, and is supervised for anti-money-laundering by ACCA. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Iona Finance Management Ltd a chartered accountant?

Yes. Iona Finance Management Ltd is a member firm of ACCA, so it can use the title Chartered Certified Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does Iona Finance Management Ltd offer?

Based on its own website, Iona Finance Management Ltd offers Limited company accounts. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Iona Finance Management Ltd been established?

Iona Finance Management Ltd was incorporated at Companies House in 2008, so it has been on the register for about 18 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Iona Finance Management Ltd file its accounts on time?

Yes. According to Companies House, Iona Finance Management Ltd's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Iona Finance Management Ltd?

We build this record only from public, authoritative sources - for this firm, Companies House and ACCA, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Iona Finance Management Ltd scores 87/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

Explore nearby

Weighing up your options?

Compare every verified accountant in Inverness

Prefer a Xero specialist?

Need payroll sorted too?

Choosing an accountant