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. 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 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.
Their services include final salary (defined benefit) pension transfer advice.
"Whole of life" insurance policies - watch out for price increases
One type of life insurance is called "Whole of Life" cover. These are policies which don't have a specific term (e.g. 10 years, or 20 years), but instead last for your whole life, as long as you keep ...
Client example - DB pension transfer to bridge a gap in earnings
What did the client ask us to do? The client has two defined benefit pensions, one large and one small. He is retiring at age 55, and intends to go and see the world, and wants to top up his income u ...
Here are some of the issues we have been advising clients on over the last week: A client approached us for advice on his final salary pension, which promises an unusually generous level of income gi ...
