YorWealth Limited

Reference number: 937101

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Hexagon Wealth Limited Reference number: 483403 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • YorWealth Limited (FRN 937101) is an AR of Hexagon Wealth Limited (FRN 483403). When you use YorWealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from YorWealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    01904 623888

  • Address

    7 Forest Business Park, Fulford, York, YO19 4RH, United Kingdom

In the full report: 2 background checks

  • What kind of line 01904 623888 is
  • Who else gives the postcode YO19 4RH
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Globe Financial Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Hexagon Wealth Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
YORWEALTH LTD
Company number
12938859
Company status
Active
Company type
Private limited company
Incorporated
8 October 2020 (6 years old)
Registered office
Studio 7 Forest Farm Business Park, Fulford, York, YO19 4RH, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Peter Cowley Director Dec 1990 24 Dec 2020 None
Katherine Barbara Machin Director May 1979 24 Dec 2020 None
Oliver Barton Smyth Director Jun 1986 24 Dec 2020 None

In the full report: every company its directors have run

  • Confirmation that these 3 directors run no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£294k

+22% from £242k

Employees (average)

7

+40% from 5

Owed within a year

£118k

+19% from £99.7k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 12938859. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

YorWealth’s history from the FCA register and Companies House, newest first.

Key events (12) All events (21)

2020

24 December 2020

  • John Mark Lane gave up control
  • Katherine Barbara Machin became a part-owner (25–50% of shares)
  • Oliver Barton Smyth became a part-owner (25–50% of shares)
  • Simon Peter Cowley gained significant control

Companies House

24 November 2020

  • Changed its registered name from "Globe Financial Limited"

FCA register

6 November 2020

  • Andrew David Morgan stopped being a part-owner
  • Gary Raymond Charles Waite stopped being a part-owner
  • John Mark Lane took control (75–100% of shares)

Companies House

26 October 2020

  • Became an appointed representative

FCA register

8 October 2020

  • Incorporated at Companies House
  • Andrew David Morgan became a part-owner (25–50% of shares)
  • Gary Raymond Charles Waite became a part-owner (25–50% of shares)

Companies House

In the full report: all 21 events

  • All 21 events in its history (12 shown here)
  • Every director appointment and resignation: 9
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Firms connected to YorWealth

Other FCA-listed firms that share a director, phone number or address with YorWealth. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like YorWealth

Other firms of the same type (financial adviser), nearest first.

In York

Capin Partners LLPYorkAppointed representativeCherry Tree Financial LTDYorkAppointed representativeCMM Wealth Management LtdYorkAppointed representativeCrossfield Financial PlanningYorkAppointed representativeFewell Wealth Management LimitedYorkAppointed representativeFortus Wealth Management LimitedYorkAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on YorWealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 5 years of accounts, charted
  • All 21 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is YorWealth Limited FCA authorised?
YorWealth Limited (FRN 937101) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for YorWealth?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. YorWealth Limited (FRN 937101) is an AR of Hexagon Wealth Limited (FRN 483403). When you use YorWealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from YorWealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is YorWealth’s phone number?
The FCA register lists the phone number 01904 623888 for YorWealth. If you were given different contact details, use these to check with the firm before going any further.
Is YorWealth a scam or clone?
YorWealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with YorWealth?
Protection works through Hexagon Wealth Limited, the principal firm responsible for YorWealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns YorWealth?
Companies House lists 3 people with significant control of YorWealth: Mr Oliver Barton Smyth (25–50% of shares), Mrs Katherine Barbara Machin (25–50% of shares) and Mr Simon Peter Cowley (significant influence or control). Before that, it was controlled by Mr Andrew David Morgan, Mr Gary Raymond Charles Waite and Mr John Mark Lane.
Who runs YorWealth?
Companies House lists 3 directors of YorWealth: Simon Peter Cowley, Katherine Barbara Machin and Oliver Barton Smyth.
How long has YorWealth been in business?
The company was formed on 8 October 2020.
What do YorWealth’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £294k (+22% from £242k).
Does YorWealth use any other names?
It has previously used the name Globe Financial Limited.

Sources and links

The full report on YorWealth Limited

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