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Nick Upton

Nick Upton

Financial Planner

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East Sussex

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.

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