What our clients say

  • "I asked Wendy Cochran to review the benefits of transferring a 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
  • "I contacted Wendy re advice concerning my personal pension plan. Very impressed with the time she devoted to my issue and the help that she gave me in resolving it."
    Jeremy Scholes
  • "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
  • "Wendy was 1st class and down to earth when I met her would recommend her service to anyone"
    Jane Imrie

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

Diversifying your pension investments. Wendy Cochran IFA, Wetherby

How to diversify your investment or pension portfolio

It is impossible to know which types of investment asset will perform best in the years ahead. Might it be UK equities (shares), now that Brexit is "done"? Or perhaps US equities, given how well the t ...

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Free mortgage advice & broker, Wetherby. Wendy Cochran IFA.

Why use us to arrange a mortgage, rather than going direct to a bank?

There are some mortgage deals that can only be arranged via a mortgage broker, but most are available direct from the bank. So why bother using a mortgage adviser like us at all?Here are some reason ...

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Mortgage advice Wetherby IFA

Mortgage market reopens

With the lifting of most restrictions on selling houses in England (and presumably soon in Scotland and the rest of the UK), the mortgage market is starting to reopen. Mortgage companies are now able ...

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Contact Wendy Cochran IFA, Wetherby

Helping clients during coronavirus

We are taking on new clients as normal during the coronavirus outbreak, as well as servicing existing clients.Obviously this will be done via phone and email communication rather than face to face m ...

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Independent financial advice. Regulated by the Financial Conduct Authority (FCA no. 603653). A brand of Dalbeath Financial Planning Ltd (company no. SC450460)