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Nick Upton

Nick Upton

Financial Planner

East Sussex
Nick Upton
Contributor

Nick Upton

Financial Planner

East Sussex

This profile page is for Nick Upton, Financial Planner on Boring Money Advice. This adviser directory allows you to browse trusted, vetted financial advisers. Enter your location or use the advanced filters to find the perfect match.

About Nick Upton

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.

Likes
Most sports
Warm weather
Films/Cinema
Dislikes
DIY
Cucumber (whoever invented cucumber sandwiches?)
Poor manners (I know everyone says this)

Information

Specialisations

Estate planning and Inheritance Tax
Pension transfers
Investments
Equity Release

Qualifications

Diploma in Regulated Financial Planning

Fee structure

Fixed £ fee