Sarah Stevenson - Financial Planner | Murphy Wealth

Shane Presley

Senior Financial Planner

Shane is a Chartered Financial Planner with over 20 years’ experience providing professional advice. He is passionate about helping clients make informed financial decisions to build a better
future.

Being Chartered means that Shane has reached one of the highest qualification levels in the financial planning profession. This reflects technical expertise, a commitment to ongoing learning, and adherence to a strict code of ethics—giving you confidence that you are receiving trusted, high-quality financial advice.

0141 221 5353

shane@murphywealth.co.uk

Download Shane's Statement of Professional Standing

See Shane's
profile on the
FCA Register

View
Shane's
qualifications

At the weekend

Shane has a range of interests outside of work. He stays active,
playing golf and tennis and enjoys walking with his family both locally and abroad. He also keeps busy with many ‘things to do’ on his 250-year-old family home.

Meet your team

Put faces to the names of our talented team members.

Adrian Murphy

CEO

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John Moran

Commercial Director

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Fiona Frew

People & Operations Director

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Sarah Stevenson

Financial Planner

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Oliver Bass

Financial Planner

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Shane Presley

Senior Financial Planner

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Reade Lewis

Paraplanner

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Ellen Keefe

Paraplanner

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Pearse Murray

Paraplanner

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Rikky Alexander

Client Service Associate

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Adam Watkins

Paraplanner

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Lucy Arbuckle

Paraplanner

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Hannah Hyslop

Client Service Associate

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Olivia Kelly

Office Administrator

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Angus Clark

Intern

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Kendall Armitt

Intern

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Qualifications

J09 (Paraplanning)
At the end of this unit, candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer’s financial circumstances to provide potential solutions.

J10 (Discretionary Investment Management)
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

R03 (Personal Taxation)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

R06 (Financial Planning Practice)
This qualification helps advisers develop and demonstrate their financial planning capabilities.

CF1 (UK Financial Services, Regulation and Ethics)
This qualification develops an understanding of the financial services industry, including regulation and legislation.

CF4 (Retirement Planning)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

FA5 (Individual Savings Account Administration)
This qualification develops an understanding of investment issues, together with detailed guidance on the administration of individual savings accounts.

GR1 (Group Risk)
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R05 (Financial Protection)
This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

Diploma in Regulated Financial Planning
The RQF level 4 diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

Certificate in Discretionary Investment Management (CertPFS (DM))
The RQF level 4 certificate develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Certificate in Investment Operations
This level 3 certificate provides essential knowledge and skills for those working in a range of administrative and operational investment roles.

Certificate in Financial Services (General Route)
This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

Certificate in Paraplanning
This level 4 certificate offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas.

Qualifications

J06 (Investment Principles, Markets and Environment)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision-making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

CF6 (Certificate in Mortgage Advice)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

FP1 (Financial Services and their Regulation)
Assesses an understanding of the financial services industry, including regulation and legislation.

FP2 (Protection, Savings and Investment)
Assesses an understanding of protection, savings and investment products.

FP3 (Identifying and Satisfying Client Needs)
Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.

DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

FPC (Financial Planning Certificate)
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

Cert CII (MP) (Certificate in Mortgage Advice)
The level 3 certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

CertCII (Life and Pensions) (Certificate in Financial Planning (Life & Pensions route))
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.