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Shane Presley
Financial Planner
Financial Planning
Shane specialises in advising clients on retirement options including the management of Self Invested Personal Pensions (SIPPs).
He has worked in financial services since graduating from Southampton University in 1987 with a Mathematics degree. He has advised private clients since 1996, as a consultant with Moores Marr Bradley, Mercers and also with Berry Birch & Noble. He joined Turcan Connell in 2002.Shane is registered with the Financial Services Authority as a Financial Planner and pension transfer specialist and is also a member of the Institute of Financial Planning. He holds the Advanced Financial Planning Certificate and has a Diploma in Actuarial Science from Heriot Watt University.
Accreditations
Certified Financial Planner
Advanced Financial Planning Certificate
Diploma in Actuarial Science
Accredited Specialisms:
Financial Planning