David Sloan

Chartered Financial Planner

David Sloan - Menzies Accountant


Wealth management


David is a Senior Technical Paraplanner at Menzies Wealth Management, with a wealth of knowledge and experience in financial services, having also spent a significant period of time working as a Financial Adviser.

David’s dual background allows him to fully understand a client’s objectives, which in turn, results in robust financial plans for even the most complex of client scenarios. David is also a Pensions Transfer Specialist and holds the accolade of Chartered Financial Planner.