Our Mission
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
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.
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.
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.
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.
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.
How ready are you for Retirement and life after work?
Take this quick assessment and your FREE personalised report will be instantly revealed…
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.
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.
See What Our Clients Say
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Excellent service Lewis was fantastic to deal with on all matters
Steve Weston
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
very knowledgeable, transparent and always clear communication
Stephen Daly
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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
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
Jake Barber has been a fantastic Financial Advisor for me. When I was moving from the UK to Germany last Summer, I was searching online for a Financial Advisor who... read more
Siddique Khan
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Hi,I would just like to say,SJB Global are a life saver and the person who helped me with my pension needs was Daniel Latimer..At first I was was a little... read more
Adrian Churchill
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
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
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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
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
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
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We moved our financial advisor from UK to Ben Eccles at SJB Global and have been very impressed with the care and attention to detail that he provides. He... read more
Juliette Slater
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
A great caring team, nothing is ever too difficult for them to help you work through a problem.
Sue Barley
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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 recommend... read more
ian killoh
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
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
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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
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
I feel very well looked after since I transferred my pension to SJB Global. Daniel responds promptly, concisely and clearly to my queries. Additionally SJB offer very competitive management and... read more
Graham Tod
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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
Very good experience with SJB for pension and tax planning.
Dave Lea
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
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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
Outstanding customer service - really happy.
Olaf Ulrich
Very professional and trustworthy financial consultants. I have had many discussions and dealings with Alex Gover and have found him to be extremely helpful, honest and insightful.
Chris Marsden
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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
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
Hi,I would just like to say,SJB Global are a life saver and the person who helped me with my pension needs was Daniel Latimer..At first I was was a little... read more
Adrian Churchill
Your Future Plans, the Whole Picture
VALUES
You
Service
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…
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…
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…
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…
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…
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…
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
Does Risk-Free Investing Exist?
Imagine finding an investment that guarantees returns with absolutely no risk. Sounds perfect, right? But does such an opportunity truly exist, or is it just a financial myth? Let's explore the concept of risk-free investing. Understanding the Notion of Risk-Free...
Structuring Retirement Savings in Volatile Markets
We’ve seen firsthand how unpredictable the markets have been in 2025. One moment the S&P 500 drops 10% in a week, and the next, it rebounds just as quickly. It’s no surprise many of our clients are asking the same thing: How do I protect my retirement savings when...
How Termination and Exit Fees Lock You In
Ever felt stuck in a financial product you no longer want or need, because getting out would cost you a fortune? You’re not alone. Whether it’s an investment platform, pension product, or insurance policy, many consumers find themselves tied into long-term financial...