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John Sloan Location
Belfast, GB
John Sloan Work
2021 -now Director and Financial Planner @
2016 -2020 Independent Financial Planner @
2016 -2020 Independent Financial Planner @
2013 -2016 Independent Financial Advisor @
2008 -2013 Independent Financial Planner @ Diamond Estates NI Ltd
2008 -2013 Senior Pensions and Investments Consultant @ Diamond Estates NI Ltd
2007 -2008 Stockbroker and Financial Adviser @
2004 -2006 Senior Assistant Manager @ Kilmorey Arms Hotel
John Sloan Education
Queen's University Belfast 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 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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