A GLASGOW-BASED wealth manager has expanded its senior team with the appointment of Shane Presley as senior financial planner, following a 20% rise in annual turnover.
Shane joins Murphy Wealth with more than 30 years of experience across financial advice, planning, and investment.
He is a member of the Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance Institute (CII), specialising in advisory work for families, professionals, and business owners.
Before joining Murphy Wealth, Shane held roles at several boutique firms, focusing on ethical investment and financial planning for healthcare professionals and business owners, as well as positions within larger UK wealth management groups.
The appointment follows a record year for Murphy Wealth, which saw turnover rise 20% year-on-year, approaching £3m. The firm expects to increase its headcount further throughout the remainder of 2026, having already added Lucy Arbuckle to its graduate scheme.
Shane Presley said: “Murphy Wealth is all about understanding clients, their circumstances, and providing a service that matches those exact needs – that really resonated with me and aligns with the way I’ve aimed to work throughout my career.
“With tax changes and pensions being brought into people’s estates from next year, the advice we give to clients and taking a holistic approach to financial planning has seldom been more important.
“It’s an exciting time to join a growing firm that has genuinely committed to human-first financial planning – it’s already clear to me that the clients value the service Murphy Wealth offers and buy into its philosophy.
“This is a unique role and precisely what I was looking for at this point in my career.”
Adrian Murphy, CEO of Murphy Wealth, added: “Shane is a great addition to our team: he gets what we are trying to deliver for our clients and his values are closely aligned with our own.
“He understands that good financial planning is about more than money – it’s about helping people live the lives they want. His deep technical expertise and experience of putting that into practice for clients is going to be invaluable, and hugely supportive to the wider team.
“Murphy Wealth continues to go from strength to strength, and Shane’s arrival helps take us further along that journey.
“As more families, business owners, and professionals look for ways to navigate the increasingly complex financial landscape, we look forward to further adding to the team in the remainder of the year.”
