David Coles – Independent Shetland Finance Ltd

Independent Financial Adviser  65 Commercial Road, Lerwick, Shetland, ZE1 0NL
First meeting at adviser's own cost
As an Independent Financial Adviser, I can advise you on products from the whole market to meet your individual needs.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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 commercial property
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR David Coles DipFA CeMAP MIFA
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Are you worried about you, or your family’s financial future? Financial advice from professional, qualified experts can make a dramatic difference and bring great peace of mind. But unlike working with other professionals like doctors, accountants or solicitors, the problem is that most people don’t know who to trust, what’s involved or what to expect when they think about financial advice. That is where independent financial advice from Independent Shetland Finance Ltd can make all of the difference. By using our comprehensive advice process, we will work together to help you to meet your financial needs and objectives.

Our services

We will advise and guide you through all of the intricacies of protection planning, retirement planning, savings and investment planning, mortgages, remortgage’s, and estate planning. This includes covering the relevant tax efficiencies and advantages. We will provide you will full updates at every stage of your financial journey, to ensure that you are in full control of your own financial future. A full financial review to ensure your financial welfare is always recommended. Warning: An investor may get back less than the amount invested. Information on past performance, where given, is not necessarily a guide to future performance.

Where to find us
Head office address: 65 Commercial Road, Lerwick, Shetland, ZE1 0NL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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