Wendy Cochran (MSc, PhD, DipPFS) is a fully CII qualified independent financial adviser, individually registered with and authorised by the Financial Conduct Authority. Wendy is based in Wetherby, near Leeds, York and Harrogate, but has clients as far afield as London and Aberdeen.
Wendy spent eight years working in fund management for Edinburgh Fund Managers and Aegon Asset Management, directing client investments worth hundreds of millions of pounds, before leaving to qualify as a mortgage and financial adviser. She is experienced in mortgage, life insurance, investment and pension work.
In her spare time Wendy competes her horses in dressage and show-jumping competitions, and looks after her three dogs.
Wendy works with fellow director Matthew Harris. Matt is a defined benefit pension transfer specialist who also advises on investments, wealth management and mortgages.
Wendy Cochran Independent Financial Advice is a trading name of Dalbeath Financial Planning Ltd, a company which is owned by Wendy and her business partner Matthew Harris. Dalbeath Financial Planning Ltd is authorised and regulated by the Financial Conduct authority (603653). This site is intended for UK consumers only.