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
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 ...
Financial gifts for children this Christmas
With today’s kids likely to need thousands of pounds to get them through university and onto the property ladder, a Christmas gift that will help with some of these expenses is well worth considerin ...
Things to consider before cashing in a pension
For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have and how you want to take benefit ...
Everyone knows that investments carry risk, but what does this mean in practice, and how much risk should you take?Your investment time frame will determine your risk profile to some extent, as this ...
