Holly Mckay
Holly MackayFounder and CEO
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    • Home • Advice • Advisers
    Nick Upton

    Nick Upton

    Financial Planner

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    East Sussex

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    About me

    My career in Financial Services started in the 90s when I worked as an adviser for a major high street bank. Since then the industry has moved forward massively and I now work at a multi-award winning chartered financial planning firm based in West Sussex. Here we have a professional client focussed approach backed up by our own cutting edge technology.

    Generally the clients I work with are sole traders, smaller companies or retirees, but I certainly would not exclude anyone else and enjoy offering holistic financial advice. Many of my clients have worked with me for a decade or more and my overall approach is much the same regardless; I try to listen and understand, getting to know them in detail to see if Ican enhance their financial plan.

    On a personal note I live in West Sussex with my wife; no dog unfortunately, but my wife does have a rescue horse! I love sport and good food, but can't bear doing my own home improvements or DIY.

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    My details

    I like helping people on:

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    Advice to business owners

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    Pension transfers

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    Buying a property

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    Equity Release

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Fixed £ fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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