Upton Financial Advice

Upton Financial Advice was founded in 2018 by Sherilyn, a fully qualified mortgage broker with over 18 years of experience in financial services. Having worked with major institutions like NatWest, Nationwide, and HSBC, I established this independent brokerage to provide tailored mortgage and insurance solutions accessible to all clients, not just those fitting a single lender's criteria. Based in Lynton, North Devon, I serve clients across the UK through flexible online and phone appointments, with face-to-face options available in the Midlands. My approach prioritises personal service, taking time to understand each client's unique financial situation, goals, and long-term plans. With access to the whole of the mortgage market, I specialise in helping first-time buyers, property investors, and those with adverse credit histories secure suitable financing.

My fee structure is transparent, with a free initial review and a standard broker fee of 250 typically payable upon mortgage approval. As an Appointed Representative of Stonebridge Mortgage Solutions Ltd, I adhere to rigorous regulatory standards under the Financial Conduct Authority. My commitment extends beyond transactions - I aim to build lasting relationships by providing ongoing support throughout the mortgage lifecycle. Outside of work, I actively engage with the local community and enjoy outdoor activities along the North Devon coast.