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.

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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.

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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.

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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

2024 Guide to 401(k) & Retirement Plans in the U.S

Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S. for 2024. Maximize your retirement savings with expert advice.

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Tax-Loss Harvesting Guide: Turning a Negative Into a Positive

Learn how tax-loss harvesting can reduce taxable income, offset gains, and optimize portfolio performance. Consult a financial advisor to maximize benefits.

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See What Our Clients Say

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

    Peter Nutt Avatar Peter Nutt

    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

    Following the decision to switch to SJB Global in 2020 Matthew Quinn has been there with professional advice, information and support every step of the way since. I would certainly... read more

    ian killoh Avatar ian killoh
  • 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

    great service

    John Kay Avatar John Kay

    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
  • 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

    very knowledgeable, transparent and always clear communication

    Stephen Daly Avatar Stephen Daly

    I have found the support and advise offered by Daniel Lattimer to be very clear, concise and accurate. I can highly recommend him.

    Bogdan Bienkowski Avatar Bogdan Bienkowski
  • Piers made my portfolio grow ad cut those toxic investments that otherwise would have gotten me into financial trouble. I'm very lucky to be a customer.

    Tatyana van 't Hof-Minayeva Avatar Tatyana van 't Hof-Minayeva

    Great experience using Ben at SJB global. Made it so easy to draw down funds, great timely communication with the added complexity of a 11 hour time difference. More importantly... read more

    R S Avatar R S

    Sound advice and guidance always from SJB Global. This professional outfit have a great perspective of the markets and I feel secure my investments are managed by these guys.

    Peter Lacken Avatar Peter Lacken
  • 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

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

    Sue Barley Avatar Sue Barley

    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
  • 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 have been dealing with SJB since i retired 4 years ago and have had no issues with the service. The team are extremely helpful and have always looked... read more

    Andrew Thompson Avatar Andrew Thompson

    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
  • I’ve dealt with Lewis over the past few months and he has been great help in transferring my pension across. He was always very professional and patient, ensuring I fully... read more

    tanya spelkova Avatar tanya spelkova

    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

    We have been extremely impressed with the professionalism and quality of SJB Global. Randal has been our contact throughout the process of setting up our arrangements and he has shown... read more

    Martin Kelsey Avatar Martin Kelsey
  • 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

    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

    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
  • I feel very well looked after since I switched to support from Lewis at SJB Global. Receiving prompt attention as and when necessary is very important to me and I... read more

    Kevin Mace Avatar Kevin Mace

    Since start of using SJB Global in 2018, I've restructured my pension and savings plans. Professional knowledge, experience and understanding of different available products has enabled me to make... read more

    Paul Austin Avatar Paul Austin

    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
  • Alex Gover at SJB Global is a pleasure to work with. He is very professional, knowledgeable, and personable. I have no hesitation in recommending him and SJB Global. Alex advised... read more

    Dan Avatar Dan

    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

    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

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

From Silos to Solutions: Supporting Vulnerable Clients

From Silos to Solutions: Supporting Vulnerable Clients

Customer vulnerabilities are a significant focus under the Consumer Duty regulation, with the Financial Conduct Authority (FCA) emphasizing the need for improved outcomes for all customers, particularly those with vulnerabilities. Here are several strategies wealth...

How Can the US Elections Affect My Investments?

How Can the US Elections Affect My Investments?

The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...