Wendy Cochran Independent Financial Advice Walton Road, Wetherby LS22 5DZ
About the Business
Wendy Cochran Independent Financial Advice is a highly regarded establishment that provides expert financial advice and assistance to individuals and businesses alike. Located at the Parkhill Business Centre on Walton Road in the picturesque town of Wetherby in the United Kingdom, Wendy Cochran Independent Financial Advice is a point of interest for those seeking to achieve greater financial stability, freedom and success.
With Wendy Cochran at the helm, clients can expect a wealth of knowledge and experience in the areas of investments, pensions, life insurance, and inheritance tax planning. As an independent advisor, she is not tied to any particular financial institution or product, which means her advice is truly impartial and tailored to the individual needs of each client.
Wendy Cochran Independent Financial Advice is dedicated to providing personalized and professional service that puts clients’ needs first. Committed to building long-lasting relationships with clients, Wendy and her team work hard to understand their clients’ financial aspirations, goals and objectives, and then develop customized financial plans that help them achieve success.
Whether you are an individual looking for sound financial advice about how to save for your future or a business owner seeking to streamline your operations and improve your bottom line, Wendy Cochran Independent Financial Advice is your go-to destination. Conveniently located at Parkhill Business Centre in Walton Road, Wetherby, Wendy Cochran Independent Financial Advice is an institution that is not to be missed. Contact Wendy and her team today for a confidential consultation and take the first step towards achieving your financial aspirations!
Photos
Location & Phone number
Parkhill Business Centre, Walton Rd, Wetherby LS22 5DZ, United Kingdom
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"I first approached Wendy in 2015 to arrange our first mortgage and life insurance. Her approach is refreshing - to the point, no nonsense. So when it came to moving again, 6 years later, I didn't hesitate in contacting her again. Our situation was perhaps a little more complicated this time around, but that was no bother, and the mortgage is all arranged. I highly recommend her services - very responsive, direct, and has not yet let us down. I really really have no wish to move again for a very long time, but if I do, I will definitely be reaching out for a 3rd time!"
"Wendy is a godsend. She found us a very competitive mortgage several years ago and her professionalism and attentiveness was frankly faultless. She has recently been back in touch without any prompting to highlight a special lower rate our current mortgage lender is offering which we would have simply missed and its was so simple to arrange. It is very nice to be able to trust that Wendy will be in touch if there are improved or better options available to us. Thanks Wendy."
"I recently came into quite a large inheritance and required advice on how best to make it work for me. I contacted Wendy Cochran who came to my home and went through several options with me. She spoke plainly and simply to someone who has no financial knowledge and gave lots of opportunities to ask questions. Due to her excellent advice I have now been able to invest my inheritance and stop working as I receive enough from my investment to make it worth while. Wendy also looked at my private pension and advised of a better way to use this money to give a better return when I reach the age of retirement. I have always found it very easy to contact Wendy and she is always very quick to respond to any queries I may have. First class service and one I personally would highly recommend."
"Wendy had set up a property investment for my wife and I a few years ago, which we were very happy with. When we subsequently needed advice on retirement and investment options, we had no hesitation in getting back in touch. We then met with Matt, who provided equally clear, unambiguous and reassuring responses to our queries. The actions agreed were carried out very quickly and efficiently. It was a pleasure doing business with both Wendy and Matt, and we would strongly recommend them to others. Eunice & Dave, Fife, September 2016"
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