Independent wealth management, pension and investment advice - read more ...
UK-wide independent mortgage advice, Wetherby, Yorkshire IFA - read more ...
Life and critical illness insurance advice - read more ...Welcome to Wendy Cochran Independent Financial Advice
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.
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 wealth management, investment and pension advice, as well as specialising in providing advice relating to trusts. Additional areas of advice include mortgages (including buy to let advice) and life insurance.
Currently Wendy Cochran IFA provides ongoing investment advice on more than £45,000,000 of client assets.
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.
Latest News
How much do you need to save into a pension?
We manage (as of January 2020) around £45m of our clients’ money in the investment markets, and most of this is held in pensions. However, in general it is sadly the case that people are not saving ...
Don't forget the Annual Allowance when you do your tax return
Everyone is allowed to contribute £40,000 to a pension per year, unless you earn more than £110,000 in which case this "Annual Allowance" may be reduced to as low as £10,000 in some cases. Your pen ...
Don't lose out on old pensions
We had an interesting call from a new client from Wetherby this morning. The lady, aged 64, knew she had several pensions from old employers from the 80s and 90s, but didn't think they would be worth ...
As a major part of the 2015 pension rules changes, it became possible to take your entire pension fund in one go as cash for you to spend as you wish. You can do this from the age of 55. However, ther ...
