David Coles – Independent Shetland Finance Ltd

Independent Financial Adviser 65 Commercial Road, Lerwick, Shetland, ZE1 0NL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
8th October 2018
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
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
David Coles DipFA CeMAP MIFA
Independent Financial Adviser
Where to find us

65 Commercial Road, Lerwick, Shetland, ZE1 0NL

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Independent Shetland Finance Ltd is an trading name of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Tax planning is not regulated by the Financial Conduct Authority

Similar advisers near you