YorWealth Ltd

Initial consultation free

Independent

YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.

We can advise you on

£100k+

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Simon Cowley

Financial Planner

Mrs Katie Machin

Financial Planner

Mr Oliver Smyth

Financial Planner

What our clients say

Jane

Katie was extremely helpful and had a wonderful personable approach that made one feel at ease. She met with me on a number of occasions to explore the options available. She was careful and...

Jan

We find Katie very amenable, patient and personable

Ben

Katie guided me through the options and was very clear and transparent in her approach

Derek

Katie provided excellent guidance on retirement options available and gave me clear and concise advice which has proved invaluable . I continue to see Katie for an investment and pension review on a...

William

We are very happy with the service that we have received

Sally

Simon explained the options/process/charges and assisted with Transfer of my Pension. He was very helpful and helped me feel confident when making my decisions.

Contact us

Studio 7, Forest Farm Business Park, Fulford, York, YO19 4RH

+441

Compliance

YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority. The firm is registered in England and Wales No. 12938859 and its registered office is Studio 7, Forest Farm Business Park, Fulford York, YO19 4RH

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