Wendy Cochran Independent Financial Advice
Wendy Cochran Independent Financial Advice is a UK-based company that offers a range of financial services to its clients. The company specializes in insurance brokering, property investments, and insurance services. With its headquarters located in Wetherby, England, Wendy Cochran Independent Financial Advice is committed to providing its clients with personalized financial advice and solutions that meet their unique needs.
Introduction to Wendy Cochran Independent Financial Advice
Wendy Cochran Independent Financial Advice is a company that provides expert financial services to its clients. The company was founded with the goal of helping individuals and businesses make informed decisions about their financial futures. Wendy Cochran has over 20 years of experience in the industry and has built a reputation for providing high-quality, bespoke financial advice. What sets this company apart is its commitment to providing personalized service to each and every client.Services & Products
Wendy Cochran Independent Financial Advice offers a range of financial services to its clients. These include insurance brokering, property investments, and insurance services. The company provides expert advice on these topics and helps clients make informed decisions about their financial futures. Clients can expect personalized service and tailored advice that is specific to their individual needs.Location
Wendy Cochran Independent Financial Advice is located in the Parkhill Business Centre on Walton Road in Wetherby, England. The area is known for its thriving business community and is home to a variety of businesses, including financial service providers, law firms, and tech companies. The area is easily accessible by public transportation, with the closest bus stop (Wetherby, West Gate) located just a few minutes' walk away. Other nearby options include the Wetherby Bus Station (0.4 miles) and Cattal Train Station (6.3 miles).Benefits
There are several reasons why customers should choose Wendy Cochran Independent Financial Advice over other companies in the industry. Firstly, the company provides personalized service and tailored advice that is specific to each client's individual needs. Secondly, Wendy Cochran has over 20 years of experience in the industry and has built a reputation for providing high-quality, bespoke financial advice. Finally, the company offers a range of financial services, including insurance brokering, property investments, and insurance services, so clients can get all their financial needs met in one place.Good to know
Customers should be aware that Wendy Cochran Independent Financial Advice is committed to providing transparent and honest advice. The company operates on a fee-based model, which means that clients pay for the services they receive, rather than the company taking a commission on any financial products that are sold.Reviews
Customers have praised Wendy Cochran Independent Financial Advice for its personalized service and expert advice. Clients have reported feeling well-informed and confident in their financial decisions after working with the company. Overall, the reviews are overwhelmingly positive and speak to the high-quality service provided by Wendy Cochran Independent Financial Advice.Amenities
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online quote -
online payment
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free consultation
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claims assistance
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investment advice
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financial planning
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tax planning
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retirement planning
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insurance services
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mortgage services
FAQ
What types of insurance do you specialize in?
We specialize in a wide range of insurance types, including property insurance, life insurance, health insurance, car insurance, and liability insurance. We work with multiple insurance providers to find the best coverage options for our clients based on their individual needs and budget.How do you determine the best insurance plan for my needs?
We take a comprehensive approach to determine the best insurance plan for our clients. We start by assessing our clients' financial situation, understanding their insurance needs, and evaluating their risk tolerance. Based on this information, we provide customized insurance solutions that can provide the right coverage at the most affordable rates.Can you provide me with a list of references?
Yes, we can provide you with a list of references upon request. Our satisfied clients are the backbone of our business, and we are confident in the quality of our services. We take pride in our ability to provide excellent customer service and insurance solutions that exceed our clients' expectations.What is your claims process like?
Our claims process is straightforward and hassle-free. We work closely with our clients to ensure that their claims are processed quickly and efficiently. Our team of experts will guide you through the entire process and help you navigate any obstacles that you may encounter along the way. We are committed to ensuring that our clients receive the compensation they deserve in a timely and stress-free manner.How do you ensure that I am getting the best possible rates for my insurance?
We work with multiple insurance providers to ensure that our clients get the best rates possible. We compare rates from different providers and negotiate on behalf of our clients to get the best possible coverage at the most affordable rates. Our goal is to provide our clients with comprehensive insurance coverage that offers value for money and peace of mind.Reviews
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Angela Singh
We have known of Wendy for the last few years now. Wendy has always been straight to the point with lots of options but the bestest advice to suit our needs. Wendy is so thorough and prompt so that we feel we can trust what we ask of Wendy. She is seriously one of the best advisors, we have used and continue to be. We were due a new mortgage fixed rate and we were only just thinking about it but coincidentally Wendy contacted us reminding us that our fixed-rate was due soon with all the information we didn't need to ask about and about the best rate going! So today, we have lesser stress at searching but are so glad that we felt we had our backs because Wendy had us on her work schedule in advance! Thank you. From Sunny and Angela 🙏🌈
30-05-2022
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David Jackson
A telephone discussion was most useful and extremely thorough as well as clear. Wendy has patience and a professional as well as relaxed manner. I have no difficulties in recommending Wendy.
30-05-2021
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Rita Tojeiro
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!
30-05-2021
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shaun taylor
very happy with the pensions advice given which saved unnecessary fees and costs. Very easy to talk to with prompt replies to any questions. would definitely recommend.
30-05-2020
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Helen Taylor
30-05-2020
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Mike Turner
30-05-2020
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Jeremy Scholes
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.
30-05-2019
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Neil Craven - personal
Really responsive and approachable, with excellent knowledge - a big help when we had a complicated situation we needed guidance on. Very happy to recommend.
30-05-2019
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Michelle Wells
I contacted this advisor as I wanted advice on three final salary pension schemes, as I understood that transferring such schemes was an option. Wendy answered all my questions promptly and accurately. I then was referred to Matthew Harris, who I spoke to over the phone, he was extremely knowledgeable with regard to such schemes and after asking a few key questions he more or less immediately advised that it wasn,t in my interest to transfer such benefits. As an Advisor who specialises in these types of schemes you would think he would steer you into transferring them as he would benefit from advisors fees in doing so. This was definitely not the case and I would fully recommend this firm to anyone who is unsure whether transferring such benefits is suitable for them.
30-05-2019
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David Gibson
I used the services of Matthew Harris to facilitate my DB pension transfer. I considered a number of other IFAs before I chose Matt. He impressed me with his knowledge and his approach to the process. His quote was also one of the most competitive. During the transfer process, he kept me up to date, and challenged my thinking to make sure I was aware of all factors before making a final decision. Matt completed the process in a very timely manner. Matt listened carefully to my wishes before suggesting an investment strategy to meet my future needs. I would recommend his services in this area.
30-05-2019
