John Sloan

John Sloan

Modulus Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Banbridge
View location

Top Rated 2025
Verified since: March, 2022

5 out of 5

38 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 March 2025

    John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    John has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 04 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    John has not yet added their qualifications to their profile

  • Transparent Fees

    John has provided information on their typical fees

    John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with John

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 March 2025

    John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    John has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 04 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    John has not yet added their qualifications to their profile

  • Transparent Fees

    John has provided information on their typical fees

    John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with John

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 7 first impressions)

I am a Director and Financial Planner here at Modulus Financial Planning. At Modulus we want to make sure that whatever you do, works for you and your family. Whether you are a business owner, someone thinking about retirement or your family is growing, we are here to help you. We want to help our clients live the life they want by delivering the absolute value of financial planning. Outside work I enjoy spending time with my wife, our 2 sons and our Miniature Dachshund. You will often find us out at the local football pitch where the boys play and I help coach. I enjoy trying to play golf and cooking. You'll often find me outside, no matter the weather, trying to BBQ as well.

Offers available through VouchedFor

Contact John through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About John's clients

Based on responses provided by clients who have reviewed this adviser

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Clients' level of financial expertise

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Adviser Disclaimer

Willing to travel to work with clients throughout Northern Ireland. Also happy to meet new clients on a virtual basis - via Zoom, Teams etc