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
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