Personal Finance Portal
Personal Finance Portal

Tel: 01258 807570

Email: enquiries@usfp.co.uk

A comfortable financial future
takes planning and lots of effort.
I’m here to make it easier for you.

Read on to find out how I have helped hundreds of people
like you achieve their financial goals.

Upper Street Financial Planning is based near Shaftesbury in Dorset and is run by Tim Cotton, a financial planner with over 20 years’ experience  in helping people realise their financial plans.

"Upper Street is an independent financial adviser, which means my duty is solely to you – my client.

The advice I provide is completely impartial, and continuous monitoring and researching the financial services market over many years enables me to recommend the most appropriate solutions to your financial needs.

Please browse my website to find out more about who I am, my knowledge, experience and expertise, and how I conduct business. For further information, please contact me."

Tim Cotton BSc (Econ) FPFS Chartered MCSI

Please click here to view our Privacy Notice and click here to view our Client Agreement.

Treating Customers Fairly

Upper Street Financial Planning is regulated by the Financial Conduct Authority (FCA), and is committed to working within a regulated environment which prioritises the interests of consumers.

Upper Street Financial Planning have satisfied the rigorous criteria relating to the highest professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading advisers who is wholly committed to providing you with the best possible advice, service and support.

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About Upper Street Financial Planning

At Upper Street Financial Planning, I am focussed on helping you understand and plan for your financial future. I also make personal recommendations for investment and pension plans, insurance contracts, and lifetime mortgages.

It may be that you are planning for your financial future as you reach retirement age, that you have a lump sum to invest, or that you want to increase your income or pay for care fees in later life. Whatever your requirements, I will present all the options open to you and help you identify which is best for your personal situation, ensuring that you have and understand all the information you need to make an informed decision.

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Chartered Financial Planner CFP FLSP SOLLASOLLA

My Approach

At Upper Street, I take time to understand your needs, goals and preferences before I make any recommendations. Meetings can be held where you feel most comfortable, whether it’s at home, at your place of work or here at Upper Street.

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My Services

Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

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Contact us for further information

As part of our service, we take the time to understand our clients’ unique needs and circumstances, so that we can provide them with the most suitable solutions in the most cost-effective way. If you would like to discuss the range of services we offer, please contact Upper Street Financial Planning on 01258 807570 complete your details below, or email enquiries@usfp.co.uk for further information.

Contact Us

Cookie Policy  |  Privacy Policy  |  Terms & Conditions

Upper Street Financial Planning,
Sturminster House, Market Place, Sturminster Newton, Dorset, DT10 1AS
Tel: 01258 807570
Email: enquiries@usfp.co.uk

Upper Street Financial Planning Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Upper Street Financial Planning Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 727124. Registered address: Bartley House, Upper Street, Child Okeford, Dorset DT11 8EF. Registration in England & Wales under Number: 09876455.

The Financial Ombudsman Service is available to arbitrate individual complaints that clients and financial services firms aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The information contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

© 2018. Upper Street Financial Planning.
All rights reserved.

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