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David Sloan

David Sloan

Chartered Financial Planner

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.

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