Keeley Upton - Adviser at O’Connor Wealth Management

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Keeley Upton - Adviser at O’Connor Wealth Management

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Helping people invest their money, protect their family and pay less tax via my one to one financial advice.
📍Leicestershire
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26/10/2026

It’s Budget week and with so much speculation about what Wednesday could bring, it’ll be an interesting one to watch.

I’ve got a busy few weeks now, so I’m glad I managed to squeeze in a little sunshine trip to which I highly recommend.

Updates to come once I know more!

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner to ensure any advice is personal to you.

25/10/2026

The Autumn Budget is only days away, and there’s lots of speculation about what could change. But before worrying about that, do you know what’s happening with your money right now?

From your mortgage and pensions to tax, savings and protecting your family, these are the things worth knowing and answers I help my clients with everyday.

So send this to your partner and make time for a money date. You might be surprised by the questions you can’t answer!

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner to ensure any advice is personal to you.

20/10/2026

When did you last review your protection? If you died, would your family be able to pay the mortgage and maintain their lifestyle? If you couldn’t work because of illness, would you still have an income coming in? And if you were diagnosed with a critical illness, would you have a lump sum to help financially?

Have you checked what cover you already have through work, like death in service?

I help families work out what protection they need and put the right cover in place for them, because yes, it’s another expense. But imagine the cost if you didn’t have it.

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner to ensure any advice is personal to you.

04/10/2026

Another year of missed compound interest, unused tax allowances and money that could be working harder for you…

Don’t let another year go by saying you’ll do it later. Make 2027 the year you’ve got your money sorted.

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner to ensure any advice is personal to you.

01/10/2026

What’s right for one person isn’t necessarily right for someone else. We all have different goals, circumstances and attitudes to risk, which is why no two financial plans should look exactly the same. And that’s worth remembering when you see investment returns shared online. *The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner to ensure any advice is personal to you.

13/08/2026

Finance edition… because being money chic is life changing.

Not just for you, but for your children too.

Enjoy the nice things in life, of course. But having an investment portfolio that can eventually provide an income to fund all those nice things again and again?

Extremely chic.

02/08/2026

Let’s make sure the people who depend on you aren’t left financially exposed if life takes an unexpected turn.

Once the right cover is in place, we don’t need to revisit it unless circumstances change, meaning you can sleep at night knowing you’ve protected yourself and your loved ones.

For a small cost, you can put something in place that could make an insane difference when it matters most.

It’s not about expecting something to happen. It’s about being ready if it does.

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner (like myself) to ensure any advice is personal to you.

22/07/2026

A new Prime Minister. A new Chancellor. Soon, a new Budget.

Everyone wants to know what’s changing.

My question is… what are you changing?

Governments come and go. Tax rules evolve. Budgets make headlines. But waiting for someone else to improve your financial future has never been a strategy.

The fundamentals haven’t changed. Make the most of your ISAs. Build your pension. Use the tax-efficient options available to you. Keep it simple, keep it consistent.

I know I talk about these things a lot. There’s a reason for that.

The basics are rarely exciting, but they’re often the most effective.

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner (like myself) to ensure any advice is personal to you.

13/07/2026

Limited company directors, are you in control of your corporation tax bill?

I speak to so many business owners who are surprised when their corporation tax bill arrives, rather than having a plan in place before it’s due.

If your company year end is approaching, now is the time to understand your options. I’m talking about July year ends today, but this applies to directors throughout the year.

A company pension contribution can provide corporation tax benefits while also creating a pot of money that’s working towards your future.

Rather than spending money on something your business doesn’t really need, could this be an opportunity to invest in your own financial future?

Remember, contributions need to be made before your company year end to be considered against that accounting period.

*The purpose of my page is to provide education and information. This page is not financial advice. Past performance is not a guide to future returns. Before making any financial decisions, I recommend seeking financial advice from a qualified and regulated financial planner (like myself) to ensure any advice is personal to you.

09/07/2026

Every business you see started as an idea.

Before the branding, the launch day and the finished product, there’s the leap of faith. The long days, the financial investment, the self doubt, the excitement, and the determination to make it work.

One of the things I love most about my job is working with business owners at every stage of that journey. Seeing people back themselves and build something they’re passionate about is incredibly rewarding.

It was a pleasure to support the launch of in Loughborough and experience something completely different from my usual finance world. Wishing them every success with this exciting new chapter. 🤍

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https://calendly.com/keeleyupton/yourfinancialfuture?month=2026-01

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