Monday to Friday: 09:00 to 17:00 , Saturday to Sunday: Closed
Independent Financial Adviser
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 mortgage and financial adviser. She is experienced in mortgage, life insurance, investment and pension work.
Wendy works with fellow director Matthew Harris. Both Matt and Wendy are defined benefit pension transfer specialists who also advises on investments, wealth management and mortgages.