John Sloan Email & Phone Number
Director and Financial Planner @ Modulus Financial Planning
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John Sloan Location
- Belfast, GB
John Sloan Work
- Director and Financial Planner @ (January 2021 - Present)
- Independent Financial Planner @ (February 2016 - September 2020)
- Independent Financial Planner @ (February 2016 - September 2020)
- Independent Financial Advisor @ (August 2013 - February 2016)
- Independent Financial Planner @ Diamond Estates NI Ltd (September 2008 - August 2013)
- Senior Pensions and Investments Consultant @ Diamond Estates NI Ltd (September 2008 - August 2013)
- Stockbroker and Financial Adviser @ (January 2007 - January 2008)
- Senior Assistant Manager @ Kilmorey Arms Hotel (August 2004 - June 2006)
John Sloan Education
- Queen's University Belfast
BSc (Geography)
1999-2004
John Sloan Skills
- Financial Advisory
- Pensions
- Retirement Planning
- Protection
- Investments
- Financial Services
- Retirement
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Financial Planning
- Income Protection
- Wealth
- Finance
- Inheritance Tax Planning
- Investment Advisory
- Wealth Management Services
- Insurance
- Investment Strategies
- Banking
- Critical Illness
- Savings
- Equities
- SIPP
- Term Life Insurance
- Trusts
- High Net Worth Individuals
- Personal Finance
- Financial Planners
- Corporate Finance
- Financial Modeling
- Mortgage Lending
- Strategy
- Microsoft Office
- Project Management
- Research
- Employee Benefits
John Sloan Summary
- John Sloan, based in Belfast, GB, is currently a Director and Financial Planner at Modulus Financial Planning. John Sloan brings experience from previous roles at Navigator Financial Planning, Destination Financial Planning, Danske Bank and Diamond Estates NI Ltd. John Sloan holds a 1999 - 2004 BSc in Geography @ Queen's University Belfast. With a robust skill set that includes Financial Advisory, Pensions, Retirement Planning, Protection, Investments and more. John Sloan has 2 emails and 2 mobile phone numbers on RocketReach.
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