Investment advice

Based in Wetherby, between Leeds, York and Harrogate, we offer investment advice to clients across the UK. No face-to-face meeting is needed, unless you want one. No fee is charged for an initial assesment of your circumstances to see what we can do to help.

How can we help?

Investing in the financial markets is a great way to save for your future, if you do it right. Many people, however, take either too much risk or too little risk, and most pay far too much in charges. That's where we can help.

If you would like to start investing we will help you understand the types of investment open to you, the potential risks and rewards, and how to minimise tax and charges. We will recommend a leading investment company to hold your money, guide you on how much to invest each month, and design a portfolio of funds for your money to go into.

If you already have an investment portfolio we will assess the risk you are taking, the performance of your existing funds, the charges you are paying and whether you are sheltering your money from tax as much as possible. We will then recommend changes where necessary.

We advice on the following areas, among others:

  • Tax free investments such as ISAs and pensions
  • Investing in equities, bonds, property and absolute return funds
  • Investing directly in property (check out our buy to let page too)
  • Investing in a trust for your family
  • Investment bonds, to shelter your money from care home fees in future
  • Old endowment policies

Why choose Wendy Cochran Independent Financial Advice?

Wendy Cochran IFA is based in Wetherby, Yorkshire but offers investment advice to clients across the UK. Wendy works closely with Matthew Harris, a IFA and Chartered Financial Planner. We pride ourself on offering a friendly and efficient service, at a fair, transparent price, while ensuring that you understand our advice clearly.

Together we offer independent, unbiased and FCA-authorised investment advice, based on decades of experience in financial services, including many years investing hundreds of millions of pounds of client pension assets in the financial markets.

We invest significant amounts of our own money in the investment portfolios and companies that we recommend to our clients, ensuring that we are focused on delivering the best possible outcome for you.

We will assess your situation in an initial consultation, by phone or face to face, and will then research the best solution for you before providing a recommendation. You will pay no charges for our service without being asked to confirm in advance that you are happy to pay them.

Get in touch today for an initial consultation. For new clients we currently have a minimum investment of £200,000

Useful posts:

ISA or pension?

How to cut your investment charges by £50,000

Don't lose 5% of your money to the "bid-offer spread"

Check the "total return" on your investments

Independent investment advice, Wetherby, between Leeds, York and Harrogate IFA

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