I can offer advice in all areas of financial planning. Mortgages, pensions, investments, savings, life insurance, critical illness cover and long term care finance. Call today for a free financial review, first meeting is always free.
- Fife, Lothians, Central Scotland
|Address||Wetherby Business Centre, 14-18 York Road|
|Phone Number||013 8351 3641|
Wendy has helped us when moving house and again when remortgaging this year. She got us a great deal on both occasions (especially as we had been in a tricky position with a previous debt and were struggling to get a mortgage anywhere). I can definately recommend Wendy and Dalbeath Financial highly.
I contacted Wendy Cochran because I was looking to transfer a final salary pension. Initially, I chose them because they were verified and qualified, and had clear details on their website that covered my area of interest. I was also keen to be able to conduct the correspondence online which I also gleaned from the website. From the outset I received very clear information from Matthew concerning fees and at what point they would be charged and a clear view of the process stages that would be required to achieve the transfer. The advice I was given was very professional and constructive and in my case changed my view that the transfer was not right for me at this point in time. I will certainly use Wendy Cochran in future when the time is right for me
I asked Wendy Cochran to review the benefits of moving a final salary pension scheme. They provided a very quick response to my initial request, asking me to provide comprehensive details about the scheme and once I had done this they provided a detailed report on my circumstances within 2 days. The report was comprehensive, insightful and completely free. They recommended I take no action. Given this denied them an opportunity to earn a fee I genuinely believe they acted in my best interests.
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 is down to earth and really knows her stuff. She uses plain English, which is refreshing (and encouraging given that I know nothing about the world of financial management), but I'm sure she can talk Hedge Fund, Gilt, Equities or OEIC to anyone who shows an aptitude! Her reports are very easy to follow, she makes easy to understand suggestions and I feel involved in the management of my finances now. Past fund managers left me feeling that I wasn't in control of my own funds. I would highly recommend Wendy.