Shane Presley

A certified Financial Planner, Shane provides private clients with advice on pensions and retirement planning, risk management, tax planning and strategic investment.  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.

Qualifications:

Certified Financial Planner

Advanced Financial Planning Certificate

Pension transfer specialist

Mortgage Advice (CII - CF6)

Memberships:

Institute of Financial Planning

Specialisms

Financial Planning and Pensions