Carl Swift runs the work at UPACLICK. He is a practising mortgage and investment adviser, so the systems, the paperwork and the compliance anxiety of a small advice firm are his working day, not a case study he read about.
Twenty years on the adviser side of the desk
Carl has spent twenty years running his own client-facing businesses, and still runs his own regulated mortgage and investment firm alongside UPACLICK. That means choosing the systems, dealing with the paperwork and carrying the compliance responsibility when client work has to be right. The tools on the what we’ve built page were made for that firm first, and are in daily use there.
Why that matters for AI
A fact find is not an abstract data set. A suitability file is not just a folder of documents. A compliance check is not a box to tick after the work is done. Carl knows what each one involves, where the team loses time and what data must never leave the building.
That changes the questions we ask. The first question is not what the AI can do. It is whether the job should use AI at all, what client information is involved and who checks the result.
Training
Carl trained through the Nebius AI Academy in AI Agents, LLM Architectures, MLOps, LLM Post-Training and Performance Engineering. He completed the training with a 99% average and was awarded the AI Performance Engineering Fellowship. All six credentials are verified on Credly.
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The company
Upaclick Limited was registered in 2026. The company number is 17290639 and the registered office is in Sheffield. The company is registered with the Information Commissioner’s Office under ZC189114 and has professional indemnity insurance. An NDA and a data processing agreement are available before work involving your systems or data.
UPACLICK is a technology consultancy, not a provider of regulated financial, legal or compliance advice.
How to work with us
Start with a free 20-minute fit call. One focused decision can go into an Advice Call at £250 an hour. Several connected decisions or a closer look at the firm can go into a Technology Review Day at £1,100. Both paid options include a written recommendation.
Read about independent AI and technology advice, or book the fit call.