Wendy Cochran IFA is a fully qualified and registered independent financial adviser, wealth manager and mortgage adviser based in Wetherby, near Leeds, York and Harrogate, but serving clients across the UK.
No face to face meeting is required.
Wendy offers expert ongoing advice on how to invest your pensions, ISAs or other investment portfolios. Currently Wendy Cochran IFA provides ongoing investment advice on more than £45,000,000 of client assets. New clients must have assets of at least £200,000 on which they wish to receive ongoing advice.
Additional areas of advice include mortgages (including buy to let advice) and life insurance.
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 in the UK and US stockmarkets, before leaving to qualify as an independent financial adviser and mortgage consultant. This gives her something very rare among IFAs - a genuine understanding of how to invest in financial markets. This allows her to design bespoke investment portfolios for her clients while also providing expert and unbiased advice on all areas of her clients' finances.