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Wendy Cochran IFA: pension, investment and wealth management advice, Wetherby, Yorkshire

How much do you need to save into a pension?

Tuesday, 7 January 2020

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 ...

Annual Allowance tax return problems - Wendy Cochran IFA, Wetherby

Don't forget the Annual Allowance when you do your tax return

Monday, 2 December 2019

Everyone is allowed to contribute £40,000 to a pension per year, unless you earn more than £110,000 in which case this "Annual Allowance" may be reduced to as low as £10,000 in some cases. Your pen ...

Find your old pensions

Don't lose out on old pensions

Tuesday, 24 September 2019

We had an interesting call from a new client from Wetherby this morning. The lady, aged 64, knew she had several pensions from old employers from the 80s and 90s, but didn't think they would be worth ...

Pension advice, Wendy Cochran IFA, Wetherby, Yorkshire

Cashing in a pension

Monday, 29 July 2019

As a major part of the 2015 pension rules changes, it became possible to take your entire pension fund in one go as cash for you to spend as you wish. You can do this from the age of 55. However, ther ...

Investment portfolio advice, Wetherby IFA. Yorkshire

The most important thing to consider when investing

Monday, 24 June 2019

There are lots of things to consider when investing - should you use passive or active funds, how should you split your money between equities and bonds, should you save into an ISA or pension etc etc ...

Mortgage advice Wetherby, Yorkshire IFA

How much deposit do you need for a mortgage?

Wednesday, 8 May 2019

You’ll usually need a deposit of at least 5% of a property’s value to get a mortgage. A mortgage lender would then lend you the remaining 95% of the property’s value. So, if you wanted to buy a ...

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