Keeley Upton

DipPFS, Cert CII (MP)

Keeley has been working within the financial services industry since 2011 and continues to help people to make informed financial decisions for the future they want to create. 

About

Keeley began her career within the financial services industry working closely with David and the team at O’Connor Wealth Management in 2011, and has continued to help clients make informed financial decisions, including a time where she worked within the financial services industry in Australia. Keeley’s passion is to continue to help people to turn their income into wealth, to protect their family and to minimise tax, whilst having a clear understanding of a client's life goals.

Some clients dream to spend 6 months of the year in Florida, whilst others dream of enjoying UK holidays, which results in two very different financial plans. This is the same for all clients, therefore, Keeley makes it her duty to fully understand the life they want to create in the future, whilst helping ensure they also enjoying the present. Keeley believes that like everything in life, it is all about getting the balance right.

Keeley works closely with many limited companies as well as those that are self-employed and employed to ensure they have considered all opportunities available to them, including ways to limit the tax that they pay, to allow them to build their dream future.

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

O'Connor Wealth Management Ltd is registered in England and Wales, Number 05643785. Registered Office: Unit 9, Brook Park, Rearsby, Leicestershire, LE7 4ZB.