Keeley Upton

Wealth Management Consultant
About Keeley

Keeley is a Wealth Management Consultant based in our Leicester office with almost 10 years of experience working within the Wealth Management sector of Financial Services having started her career from college. Keeley began her career with St. James’s Place Wealth Management and then spent some time working within the Financial Services Industry in Australia before joining Mattioli Woods. Keeley has a desire to assist individuals, business owners and sportspeople to understand their investment opportunities and align such investment planning with their business and life goals while also taking tax advantages and their implications into consideration.

Having completed her Diploma in Financial Planning in 2017, Keeley continues to progress towards achieving chartered status.

Keeley has always enjoyed sport and particularly enjoys watching her other half play rugby at the weekend and heading to the mountains to ski.

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