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
The new state pension system and how to maximise your entitlement
The State Pension changed on 6 April 2016. If you reached State Pension age on or after that date, you’ll get the new State Pension under the new rules.You can check your state pension age here: ...
Are you more concerned about inheritance tax than you need to be?
One of the most common requests for advice we get is on inheritance tax (IHT). Many clients feel they have an "issue" and need to start taking steps to avoid IHT. However, in most cases there is actua ...
Our April newsletter can be found at this linkContents include: Wealth preservation Take action to reduce your potential IHT bill Financial freedom Creating and maintaining the right investment ...
Tips to minimise the tax you pay
Everyone's income and tax situation is a bit different, so do get in touch if you want some advice in this area, but here are some general tips:Income Tax planning Make sure that income-producing i ...
