Investment advice on pensions, ISAs and portfolios - Wetherby IFA

Our investment advice service

Mortgage advice - residential and buy to let mortgages - Wetherby IFA

Mortgage advice

Life insurance, income protection, critical illness cover advice - Yorkshire IFA

Life insurance and critical illness cover

Wendy Cochran IFA - Wetherby

More information about Wendy Cochran IFA

What our clients say

  • "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 offers expert ongoing advice on how to invest your pensions, ISAs or other investment portfolios. Currently Wendy Cochran IFA provides ongoing investment advice on more than £45,000,000 of client assets. New clients must have assets of at least £200,000 on which they wish to receive ongoing advice.

Additional areas of advice include mortgages (including buy to let advice) and life insurance.

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.

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