Independent pension and investment advice for clients across the UK - read more ...
UK-wide independent mortgage advice, Wetherby, Yorkshire IFA - read more ...
UK-wide defined benefit pension transfer advice - read more ...Welcome to Wendy Cochran Independent Financial Advice
Wendy Cochran IFA is a fully qualified and registered independent financial adviser and mortgage adviser based in Wetherby, near Leeds, York and Harrogate, but serving clients across the UK. An initial assesment of your situation is always free, and no face to face meeting is required unless you prefer it. Wendy 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 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.
Wendy works closely with fellow director Matthew Harris, who also has extensive pension, investment and property market experience.
Our services include final salary (defined benefit) pension transfer advice.
Latest News
How much deposit do you need for a mortgage?
You’ll usually need a deposit of at least 5% of a property’s value to get a mortgage. A mortgage lender would then lend you the remaining 95% of the property’s value. So, if you wanted to buy a ...
Things to do on CGT and IHT before the tax year ends
Capital gains tax (CGT)The CGT annual exemption is £11,700 in this current tax year. Any unused exemption can’t be carried forward to future years. You might want to use your annual exemption thi ...
Are you a couple claiming child benefit? Make sure it is in the right person's name
If you are a couple, and one of you is claiming child benefit, then it is very important to check that the right one of you is claiming it. Getting this wrong can lead to one partner missing out on a ...
It’s important not to let global uncertainties affect your investment strategy for the years ahead. Individuals who stop investing, particularly during market downturns, can often miss out on opport ...
