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 wealth manager and financial adviser.She is experienced in mortgage, life insurance, investment and pension work.
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 wealth manager and financial adviser.She is experienced in mortgage, life insurance, investment and pension work.
Services
Pensions
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Based in Wetherby, near Leeds, York and Harrogate, Wendy Cochran IFA offers pension advice to clients across the UK. No face to face meeting is required, so we can help you wherever you are. If you are currently saving into a pension or wish to consolidate your pensions then we will help you pick the right pension company and design a portfolio of funds for your money to go into.
Investment advice
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Based in Wetherby, between Leeds, York and Harrogate, we offer investment and wealth management 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. Investing in the financial markets is a great way to save for your future, if you do it right.
Wealth management
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Wendy Cochran IFA offers wealth management advice to clients across the UK. This can be delivered face-to-face or via phone and email, depending on the needs of each individual client. Our wealth management service includes management of your pension and investment portfolios, taking into account your particular circumstances and goals, as well as your appetite for investment risk and tax situation.
Mortgages
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No face-to-face appointment is required for mortgage work. We process most mortgage applications entirely based on phone and email conversations, which means less hassle for you, and faster mortgage approvals. We charge no fee for arranging mortgages more than 150,000. However, for mortgages under 150,000 an arrangement fee may apply.
Life insurance
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Look at any current life insurance policies you may have, including employer cover, to check if they offer value for money. Check policies for inclusions, exclusions and other small print to make sure that when your family needs the money, the life insurance company pays out. Use trusts, if appropriate, to ensure that life insurance pay-outs avoid inheritance tax - this can save thousands.
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