Wendy Cochran IFA is a fully qualified and registered independent financial adviser and mortgage adviser based near Dunfermline, Fife, with clients across the UK. Wendy can help individuals, companies and charities. An initial assesment of your situation is always free.
Wendy spent many years working in investment management for Edinburgh Fund Managers and Aegon Asset Management, directing client investments worth hundreds of millions of pounds, before leaving to qualify as an independent financial adviser and mortgage consultant. She is experienced in mortgage, life insurance, investment and pension work as well as specialising in providing advice relating to trusts, guardianships and powers of attorney.
Wendy works closely with fellow director Matthew Harris, who also has extensive investment and property market experience.
What did the client want? He asked us to transfer his two defined benefit pensions into a SIPP. He had been to other IFAs but found their fees too high. His reasons to transfer were as follows: The ...