Katherine Barbara Machin

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Hexagon Wealth Limited

    FRN 483403

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 5 Jul 2025)
    • [FCA CF] Client dealing (since 20 Nov 2020)
    • CF30 Customer (since 20 Nov 2020)
    • Appointed representative dealing with clients for which they require qualification (since 20 Nov 2020)
  • YorWealth Limited

    FRN 937101

    • Employed By (since 20 Nov 2020)
  • Walker Crips Financial Planning Limited (no longer approved here)

    FRN 114778

    • [FCA CF] Client dealing (9 Dec 2019 to 25 Sep 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Sep 2020)
    • CF30 Customer (10 Feb 2015 to 8 Dec 2019)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF30 Customer (1 Nov 2007 to 16 Jan 2015)
    • CF21 Investment Adviser (25 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (21 Oct 2003 to 25 Jul 2005)
  • N.F.U. Mutual Unit Managers Limited (no longer approved here)

    FRN 121922

    • CF21 Investment Adviser (25 Jul 2005 to 1 Apr 2007)
    • CF22 Investment Adviser (Trainee) (10 Oct 2003 to 25 Jul 2005)

Recent activity

Updates to this individual's record on the FCA register.

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