Pension advice, Wetherby, Leeds IFA

Pensions

Advice from a qualified IFA on pension saving, flexible access drawdown, annuities, and defined benefit (final salary) pension transfers.

Investment advice Yorkshire IFA

Investments

As investment management professionals we offer advice on ISAs, investment portfolios, stocks and shares and low cost investing.

Mortgage advice from an experienced Wetherby, Leeds IFA

Mortgages

Our IFAs makes applying for a residential or buy to let mortgage easy. We find the best deals and do the paperwork for you, usually at no fee.

Life insurance advice, Wetherby, Yorkshire

Life insurance

We offer advice on life insurance, critical illness cover and income protection. Our IFAs ensure you have the right amount of cover, at the lowest cost.

Final salary pension transfer advice, Wetherby, Leeds IFA

Final salary pension transfers

We are defined benefit (final salary) pension transfer specialists, offering objective independent advice on whether to transfer or not.

Guardianship advice Wetherby, Yorkshire, UK

Guardianship reports

We are experts in guardianship reports and financial planning for care home fees and later life.

Buy to let mortgage advice - Wetherby, Yorkshire IFA

Buy to let mortgages

As IFAs we have access to the best buy to let lenders in the market, and can make purchases and remortgaging easy.

Trusts and care advice - Wetherby, Harrogate IFA

Trusts and care advice

We work closely with specialist local solicitors to provide the best advice possible to trustees, guardians and people with a power of attorney over a loved one. 

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. 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.

Latest News

Wendy Cochran IFA - life insurance advice - Wetherby, Leeds

"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 ...


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DB pension transfer advice, Wetherby, Yorkshire, UK

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 ...


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Independent financial advice - pensions, investments and other matters. Wetherby, Yorkshire, UK

A week of financial advice

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 ...


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Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).