Ashley Upperton
About Ashley Upperton
Ashley Upperton is a Financial Planning Manager at Nationwide Building Society, where he has worked since 2015. He has extensive experience in financial advising, having held positions at various organizations including Friends Provident, Foresters, Banco Santander, and Royal Liver Assurance.
Work at Nationwide Building Society
Ashley Upperton has held the position of Financial Planning Manager at Nationwide Building Society since 2015. In this role, she is responsible for overseeing financial planning services and ensuring that clients receive tailored financial advice. Her tenure at Nationwide spans over nine years, during which she has contributed to the organization's financial advisory capabilities in Norfolk.
Previous Experience in Financial Advisory
Prior to her current role, Ashley Upperton accumulated extensive experience in financial advisory positions. She worked at Friends Provident as a Financial Adviser from 1994 to 2000 for six years. Following this, she served as a Financial Adviser at Royal Liver Assurance from 2000 to 2007 for seven years. Ashley then transitioned to Banco Santander/Alliance & Leicester, where she worked as Regional Manager Bancassurance from 2007 to 2012 for five years, before joining Foresters as a Financial Adviser from 2013 to 2015.
Education and Expertise
Ashley Upperton studied at King Edward VI in Bury St Edmunds. Her educational background has equipped her with the foundational knowledge necessary for a successful career in financial planning and advisory services. Over the years, she has developed expertise in various areas of financial management, contributing to her effectiveness in her current role.
Background in Financial Services
Ashley Upperton has a diverse background in the financial services sector, spanning over two decades. Her career began in 1994, and she has since held various positions that focus on financial advising and management. This extensive experience has allowed her to build a strong understanding of the financial needs of clients and the intricacies of financial products.