Your Goals, Our Mission

Committed to providing an expert and personal experience as we work with you to become financially prepared throughout your life transitions.

Free Guides

To help expatriates understand often complex financial products and services, SJB Global has created a series of detailed tax and residency guides

UK Pension Transfer Guide

This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.

Download Guide

Investing Into an Offshore Bond Guide

This guide provides a simple yet comprehensive overview of offshore bonds. It helps explain their structure, requirements, benefits, and key considerations when investing offshore.

Download Guide

Lump-Sum Investments Guide

This guide looks at the process and considerations for making lump sum investments. It helps investors navigate the options available, understand the risks, and make decisions.

Download Guide

The Expat Financial Blueprint Guide

If like many expats you worked in the UK and now live abroad, you likely have a pension. Whether staying or returning, ensure your pensions meet your goals and envisioned lifestyle.

Download Guide

15 Minute Guide to a Retirement Plan

The “15-Minute Guide” simplifies retirement planning with quick steps: assess finances, set goals, estimate funds, create a saving plan, adjust it, use online tools, and consult experts.

Download Guide

How ready are you for Retirement and life after work?

Take this quick assessment and your FREE personalised report will be instantly revealed…

Take Free Quiz

See What Our Clients Say

  • My adviser was comprehensive and thorough in ensuring they fully understood my situation and my objectives. The solution provided gives a good return but also reduces the management costs notably... read more

    Glenn Vaughan Avatar Glenn Vaughan

    Great experience so far with Ben, always keeps me up to date and informed and also great at explaining things clearly when the information gets a bit technical!

    kirk siddall Avatar kirk siddall

    I feel secure with SJB Global. Daniel treats us like family members in the way he deals with us and looks after our savings. He explains things very clearly and... read more

    Sharon Tett Avatar Sharon Tett
  • I have been a client of SJB Global for over 4 years. Jake Barber and the team have provided excellent guidance and support during this time. As a result, I'm... read more

    Steve Matthews Avatar Steve Matthews

    Excellent service Lewis was fantastic to deal with on all matters

    Steve Weston Avatar Steve Weston

    Thoroughly satisfied in the service, no hesitation in recommending Lewis and the team.

    Iain Powell Avatar Iain Powell
  • As first time clients of SJB global who have dealt solely with Mr Alex Gover from the moment of our initial approach to SJB and our subsequent investment. The... read more

    Roslyn Kelly Avatar Roslyn Kelly

    I received excellent personalised service & advice from Alex. He went above and beyond to listen to my needs and propose a custom investment plans suited to my needs, earning... read more

    Karine Pierre-Louis Avatar Karine Pierre-Louis

    I have been a client of SJB Global for the past 3 years and, during that time, Matt Quinn has worked diligently to safeguard my portfolio, advising (but never pushing)... read more

    Rob Leach Avatar Rob Leach
  • It’s been a breath of fresh air dealing with Jake from SJB Global. My previous advisor had set up my portfolio badly with annual costs eating heavily into my profits.... read more

    Darren Nash Avatar Darren Nash

    It is now been almost 18 months that I have been working with Matthew from SJB monitoring and advising on my pension policy. The support I am getting from Matthew... read more

    Iyad Hindawi Avatar Iyad Hindawi

    I moved my investment portfolio to SJB Global earlier this year as I was not seeing any growth with my previous investment company. I have to say that from the... read more

    Paul Simms Avatar Paul Simms
  • I am hard to catch hold of , a skeptic and slow to make moves. The SJB Global team proved patient, thorough, pressure free and factual and friendly the whole... read more

    James Doyle Avatar James Doyle

    I have corresponded and spoken on the phone with Piers Kemp. His client service skills hit the top marks. He is professional, helpful, kind, polite, and knows what he is... read more

    Kristiina St.Croix Avatar Kristiina St.Croix

    After having a bad experience worrying about an underperforming portfolio after moving my pension out of the UK (a QUROPS) I decided to make the changeover to it being... read more

    Mike Hatrick Avatar Mike Hatrick
  • Very good experience with SJB for pension and tax planning.

    Dave Lea Avatar Dave Lea

    2021 / 2022 have been turbulent years and I went in to the assessment expecting a very painful feedback on my portfolio. I am happy to say Ben Eccles managed... read more

    Adam Smith Avatar Adam Smith

    very professional, friendly. good expertise. able to answer any and all relevant questions. proactive and trustworthy

    jeremy hotchkiss Avatar jeremy hotchkiss
  • A great caring team, nothing is ever too difficult for them to help you work through a problem.

    Sue Barley Avatar Sue Barley

    Whilst early in my journey with SJB I have been very impressed by the knoweldge, perseverance and professionalism I have benefited from as a client of Ben Eccles. Whilst there... read more

    John Enoch Avatar John Enoch

    SJB Global have been my pension provider for a few years now. From switching over which was effortless to the array of products that they have access to is impressive.... read more

    Justin Woodmansee Avatar Justin Woodmansee
  • Down to earth financial advice, and fees that don't cost the earth.

    Peter Nutt Avatar Peter Nutt

    great service

    John Kay Avatar John Kay

    Friendly and efficient. Sam was incredibly patient with me and spent a lot of time discussing my savings and pension objectives before making his recommendations.

    Sue Kaye Avatar Sue Kaye
  • Alex Gover is the best !!! His approach is very professional, helpful and always available. His explanations are very clear and he makes it easier to understand the portfolio. I... read more

    Farida SAFSAF Avatar Farida SAFSAF

    I dealt with Piers Kemp who was extremely knowledgeable, approachable, swift to react to my queries (even the repetitive ones that he'd previously covered!) and, importantly, patient. It was a... read more

    Woody Maynard Avatar Woody Maynard

    I have to say that working with Randal Stephens has been a sincere pleasure and in the large majority of cases a blessing. His competence, his attitude to help a... read more

    Alfonso Gentile Avatar Alfonso Gentile
  • I have been with them now for about 6 months and to date am very happy with both service and results. The approach is much more open and proactive than... read more

    Graham Clark Avatar Graham Clark

    I've just completed the transfer of my UK pension to an international setup with SJB Global and Alex Gover as my Advisor. The process was made very clear by Alex... read more

    Andrew Taylor Avatar Andrew Taylor

    very knowledgeable, transparent and always clear communication

    Stephen Daly Avatar Stephen Daly

Your Future Plans, the Whole Picture

Absolute Transparicy 

About your situation, the costs, the limitations, the risks, and the time it takes.

Your Best Interest

No motivation due to commissions from third parties. As your investments grow, so does our compensation. Our interests are aligned with yours.

True Advisers

You will be supported by passionate people with experience and knowledge.

Fee-Only

The more you invest we offer fee breakpoint.

Accountable

To provide you with the knowledge you need to succeed through all life transitions. Not just being told what to do, but to be in control and up to date every step of the way.

The Whole Picture

A tailored plan is created based on all aspects of your personal and financial life to help you stay on track to meet your goals.

Are You in the Optimal Position?

Qualification

A quick call to see if and how you can benefit from our services.

Review

If you already have a portfolio we can do a review, if not we will look at your whole financial picture and outline your goals together.

Recommendation

Your tailored portfolio gives an overview of how you’ll work toward your financial goals. Here you decide if you’d like to go ahead.

Onboarding

You will be taken through all the necessary steps so you know what to expect.

Service

Continuous high-quality service. Expect quarterly updates, regular contact and a yearly review of your portfolio.

Solutions to Help You Succeed

Pension Advice

With many different types of pension arrangements available, you may want to know what types of pensions are out there and the benefits and drawbacks of all the possible…

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Retirement Planning

Planning for retirement is a long-term process, but one that is well worth undertaking. By taking control of your retirement now, you can ensure that you will have the…

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Saving Plans

To find the best way to make your surplus income work for you we consider your plans, location and taxation. A savings plan that fits your requirements can be a limited-access…

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Investment Advice

When it comes to investing, there are many options out there. It can be tough to know where to start or what kind of investment is right for you. Our passive core-satellite approach…

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Estate Planning

With careful planning and expert advice, you can ensure that your estate is protected from a significant amount of inheritance tax. Together we consider the size of your estate and…

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US Expat Services

The complex compliance requirements introduced since FATCA can be difficult to navigate. You can get help investing in a compliant manner and find the right solutions…

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Your Country Specific Guides

Local legislation can make it tricky to know what to do with your pensions, investments, and inheritance – particularly if you’re a UK non-resident. Click your residency below for plenty of up-to-date information about your local tax legislation and how it affects you and your finances. Please note, that we have expertise in dealing with clients’ financial affairs across the globe and are not just limited to the below jurisdictions.

Featured Articles

Autumn Budget 2024: The First Labour Budget in 14 Years

Autumn Budget 2024: The First Labour Budget in 14 Years

The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements.Economic Stability and...

Living Abroad Can Offer Unique Financial Advantages

Living Abroad Can Offer Unique Financial Advantages

Living abroad can offer unique financial advantages, including a potentially higher disposable income. However, without a strategic savings plan, this additional income can quickly dissipate. Ensuring that your extra surplus income works harder for you is crucial....

Autumn Budget 2024: The First Labour Budget in 14 Years

Autumn Budget 2024: The First Labour Budget in 14 Years

The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements.Economic Stability and...

Living Abroad Can Offer Unique Financial Advantages

Living Abroad Can Offer Unique Financial Advantages

Living abroad can offer unique financial advantages, including a potentially higher disposable income. However, without a strategic savings plan, this additional income can quickly dissipate. Ensuring that your extra surplus income works harder for you is crucial....