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

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 ...

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Pension and investment planning advice, Wetherby IFA

Pension tips for 2018

We put together a few ideas for building your pension assets in 2018:Don't lose track of old pensions, and consider consolidating your pension pots It can be hard to keep track of pensions with job ...

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Wendy Cochran IFA, Wetherby, Yorkshire financial advice

Our Jan/Feb 2018 client newsletter

Our January newsletter can be found at this linkGet in touch if we can help with any of the areas covered. Articles include: Reach your financial goals Helping you realise your retirement vision ...

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