Shane Presley Email
Senior Financial Planner @ Murphy Wealth
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Shane Presley Work
- 2026 -now Senior Financial Planner @
- 2022 -2026 Chartered Financial Planner @
- 2017 -2022 Chartered Financial Planner @ LLOYD AND WHYTE
- 2014 -2016 Chartered Financial Planner @
- 2014 -2014 Financial Planning Consultant @
- 2002 -2013 Senior Financial Planner @
Shane Presley Education
- Animas Centre for Coaching
Diploma
2020-2021 - Chartered Institute for Securities & Investment (CISI)
Certificate of Financial Planning (CFP)
2006-2007 - University of Southampton
BSc (Mathematics)
1984-1987
Shane Presley Skills
- Asset Allocation
- Retirement Planning
- Trusts
- Pensions
- High Net Worth
- Project Planning
- Financial Services
- Certified Financial Planner
- Wealth Management
- High Net Worth Individuals
- Strategic Financial Planning
- Inheritance Tax Planning
- Project Management
- Estate Planning
- Financial Reporting
- Management
- Tax
- Wealth Management Services
- Investments
- Financial Planning
- Pension Funds
- Investment Strategies
- Financial Advisory
- Strategic Financial
Shane Presley Summary
- Shane Presley, is currently a Senior Financial Planner at Murphy Wealth. Shane Presley brings experience from previous roles at Ethical Futures llp, LLOYD AND WHYTE, Close Brothers Asset Management and RSM UK. Shane Presley holds a 2020 - 2021 Diploma @ Animas Centre for Coaching. With a robust skill set that includes Asset Allocation, Retirement Planning, Trusts, Pensions, High Net Worth and more.
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Top Murphy Wealth Employees
John Moran
Director
Glasgow, GB
Simon Lewis
Financial Planner
Cumbernauld, GB
Fiona Frew
People Director
Glasgow, GB
Adrian Murphy
Owner and CEO
Glasgow, GB
Alana Dippfs
Financial Planner
Cleland, GB
Rikky Alexander
Client Service Associate
Glasgow, GB
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