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
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 ...
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 ...
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 ...
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 ...
