What our clients say

  • "I asked Wendy Cochran to review the benefits of moving a final salary pension scheme. The report was comprehensive, insightful and completely free. They recommended I take no action. Given this denied them an opportunity to earn a fee I genuinely believe they acted in my best interests."
    Andrew Pattinson, Leeds
  • "Very pleased with the thoroughness of the process; with the clarity of the analysis; the range of options provided; and the explanations and advice given. Reasonable fees and prompt service."
    Grant Hazelton, Aldershot
  • "The service was excellent and easy explained. First class customer care"
    George Murphy, Irvine
  • "Our family have used the company a number of times and always received a prompt, friendly and efficient service. They cut through the jargon and have provided just what we were looking for"
    Colin Dolbear, Dalgety Bay
  • "Wendy was 1st class and down to earth when I met her would recommend her service to anyone"
    Jane Imrie (pension advice)

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

Independent pension and investment advice, Wetherby IFA

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: ...

Read more

Wetherby independent financial advice

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 ...

Read more

Pensions, investments and financial planning advice, Wetherby IFA

April client newsletter

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 ...

Read more

Wendy Cochran IFA, Wetherby

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 ...

Read more

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