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Katie Machin, FPFS

Director

For me, financial planning is about listening, understanding what matters to you, and finding ways to help you feel more confident about the future. Whether you’re saving for the future, or planning retirement adventures, planning how to protect your wealth for your families financial future, I’m here to help.

Having been an adviser for over 20 years, I was lucky enough to be recognised in the industry (I was a finalist at the Financial Adviser of the Year – North East at the Women in Financial Advice Awards in 2019,), but the real reward is seeing my clients relaxed, in control, and excited about what’s next.

When I’m not working, you’ll usually find me running around after our children, playing golf, tennis or horse riding, as well as spending time with friends and family.