News Listings

Diversifying your pension investments. Wendy Cochran IFA, Wetherby

How to diversify your investment or pension portfolio

Tuesday, 12 January 2021

It is impossible to know which types of investment asset will perform best in the years ahead. Might it be UK equities (shares), now that Brexit is "done"? Or perhaps US equities, given how well the t ...

Free mortgage advice & broker, Wetherby. Wendy Cochran IFA.

Why use us to arrange a mortgage, rather than going direct to a bank?

Monday, 3 August 2020

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 ...

Mortgage advice Wetherby IFA

Mortgage market reopens

Thursday, 28 May 2020

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 ...

Contact Wendy Cochran IFA, Wetherby

Helping clients during coronavirus

Tuesday, 14 April 2020

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 ...

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 ...

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