Trusted advice for a brighter financial future
Wendy Cochran Independent Financial Advice is a fully qualified and registered independent financial adviser, wealth manager and mortgage adviser based in Wetherby, near Leeds, York, and Harrogate, but serving clients across the UK. Our expert team, led by Wendy Cochran, provides independent ongoing advice on how to invest your pensions, ISAs or other investment portfolios. With our expertise, you can trust that your financial future is in good hands.
Our Services
We offer a range of services designed to help you achieve your financial goals. Our investment and pensions advice service provides expert guidance on how to invest your pensions, ISAs or other investment portfolios. We also provide mortgage advice, including buy-to-let advice, and life insurance advice. Our team is committed to providing unbiased and expert advice to help you make informed decisions about your financial future.
Investment and Pensions Advice Service
Our investment and pensions advice service is designed to help you make the most of your pensions, ISAs or other investment portfolios. 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. Our ongoing service involves providing regular written reports on the performance of your portfolios and recommending changes to the funds you hold as and when necessary.
Mortgage Advice
Our mortgage advice service provides expert guidance on how to find the right mortgage for your needs. Whether you're looking to buy a new home, remortgage or switch to a new mortgage deal, we can help. Our team has extensive experience in the mortgage market and can provide unbiased advice to help you make the right choice.
Testimonials
But don't just take our word for it! Our clients have praised our service, saying things like: "Very pleased with the thoroughness of the process; with the clarity of the analysis; the range of options provided; and the explanations and advice given. Reasonable fees and prompt service." Grant Hazelton, Aldershot. "I contacted Wendy re advice concerning my personal pension plan. Very impressed with the time she devoted to my issue and the help that she gave me in resolving it." Jeremy Scholes.
About Wendy Cochran
Wendy Cochran is a fully qualified independent financial adviser, wealth manager, and mortgage adviser with a background in investment management. She spent many years working in investment management for Edinburgh Fund Managers and Aegon Asset Management, directing client investments worth hundreds of millions of pounds, before leaving to qualify as an independent financial adviser and mortgage consultant. This gives her a genuine understanding of how to invest in financial markets, allowing her to design bespoke investment portfolios for her clients while providing expert and unbiased advice on all areas of her clients' finances.
Client Reviews of Wendy Cochran Independent Financial Advice
Overview
The client reviews of Wendy Cochran Independent Financial Advice are overwhelmingly positive, with all reviewers giving 5-star ratings. The reviews highlight the professionalism, expertise, and personalized service provided by Wendy Cochran and her team, including Matthew Harris.
Praise for Wendy Cochran and Team
- Trust and Reliability: Clients appreciate Wendy's ability to provide straightforward and reliable advice, making them feel at ease and trust her expertise.
- Expertise and Knowledge: Reviewers praise Wendy's in-depth knowledge and understanding of the financial industry, making them feel confident in her advice.
- Personalized Service: Clients appreciate the personalized service they receive, with Wendy taking the time to understand their individual needs and circumstances.
- Prompt and Clear Communication: Reviewers praise Wendy's prompt and clear communication, keeping them informed throughout the process.
Specific Praise for Wendy Cochran
- Mortgage Advice: Clients praise Wendy's expertise in mortgage advice, helping them secure competitive rates and making the process easy and stress-free.
- Pension and Investment Advice: Reviewers appreciate Wendy's guidance on pension and investment options, providing clear and unambiguous advice.
- Professionalism and Integrity: Clients appreciate Wendy's professionalism and integrity, putting their interests first and providing unbiased advice.
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