Dalbeath Financial Planning Ltd Information

Based near Dunfermline, Fife, Dalbeath Financial Planning Ltd is regulated and authorised by the Financial Conduct Authority (FCA no. 603653) to provide independent financial advice to individuals on pensions, investments, mortgages, life insurance and many other areas of personal finance, as well as advising small business owners on pension schemes and life insurance for employees. The directors and owners are Matthew Harris and Wendy Cochran. Dalbeath Financial Planning Ltd is the parent company of Harris Independent Financial Advice, which is based in Edinburgh, and Wendy Cochran Independent Financial Advice, based in Dunfermline. Wendy and Matt will meet you wherever is convenient, be that your house, our offices or another location. Meetings can be held during the day, evenings or at weekends. Wendy Cochran (MSc, PhD, DipPFS) is the principal of Dalbeath Financial Planning. She is a fully CII qualified independent financial adviser, individually registered with and authorised by the Financial Conduct Authority. Wendy spent eight years working in fund management for Aegon Asset Management and Edinburgh Fund Managers before leaving to qualify as an independent mortgage and financial adviser. She is experienced in mortgage, life insurance, investment and pension work. In her personal time Wendy rides her horses in dressage and show-jumping competitions, and looks after her three dogs. Matt Harris (BSc, ASIP, DipPFS) is a director of Dalbeath Financial Planning. Matthew is fully qualified as an IFA, having passed various investment qualifications as well as Chartered Insurance Institute qualifications including the Diploma in Regulated Financial Planning (recognised as the new standard that all IFAs must meet) and advanced qualifications in pension planning, trusts and tax. Matt has nineteen years' experience as an investment director with large Scottish insurance and investment companies such as Standard Life, Scottish Widows and Aegon Asset Management. During this time he was responsible for managing hundreds of millions of pounds of client assets. As a result, Matt has a deep understanding of the investment markets and can advise clients on market trends, specialist investment opportunities and investment tax planning. Matt advises clients on all areas of their finances, including mortgages and life insurance, but particularly specialises in pension and wealth management. In his spare time Matt is a keen walker and avid reader. For the individual FCA registration pages of Wendy and Matt please click the links below:Wendy: https://register.fca.org.uk/ShPo_IndividualDetailsPage?id=003b000000LW0tLAATMatt: https://register.fca.org.uk/ShPo_IndividualDetailsPage?id=003b000000KTBJdAAPDalbeath Financial Planning Ltd is owned by Wendy Cochan and Matthew Harris. Dalbeath Financial Planning Ltd is authorised and regulated by the Financial Conduct authority (603653). Dalbeath Financial Planning Ltd is registered in Scotland (SC450460). Our registered address is Dalbeath Farm, Cowdenbeath, Fife.