Global Financial Planning and Pension Services

Surrounded by experienced, passionate people, and with the best tools and approaches at their disposal, our financial advisers help our clients take giant leaps toward creating a clear, comprehensive financial plan based on their own needs and circumstances.

SJB Global is rated Excellent on Trustpilot

Financial Planning

The importance of doing a complete review of one’s finances should not be overlooked. Sometimes, with all the available options, it can be tricky to put your financial aims and goals into perspective. Our extensive fact-finding and reviewing process helps to understand your current and future financial state to work towards your overall financial plan.

Pensions

With a plethora of different pension arrangements available it can be extremely daunting for those considering what type of pension they have, and the benefits and drawbacks of all the possible options at there disposal. We help people clearly understand if their pension meets their future objectives and if not, what they can do about it now.

Your Local Pension and Investment Options

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, we have expertise in dealing with clients’ financial affairs across the globe and not just limited to the below jurisdictions.

One of the Market Leaders in Finance

SJB Global is proud to have a 99.64% client retention rate, providing financial planning to clients in over 100 countries worldwide. Our qualified, experienced advisers will help you outline a clear financial plan based on your own needs and circumstances. We can help in all aspects of your finances such as retirement planning, pensions, tax-efficient investments, savings plans, insurance policies and much more.

100

Countries
Our clients are located across over 100 countries

99.64%

Client Retention Rate
We pride ourselves on maintaining an extremely high client retention rate

1.4

Billion GBP
We manage £1.4bn of our clients’ trusted money within the IFA network

Qualifications

Every adviser working for SJB Global is UK-qualified to give advice. These experienced advisers bring broad knowledge sets and adhere to robust ethical practices to help you outline a clear financial plan based on your own needs and circumstances. We are a young, experienced, passionate team that strives to create a better world by trading ethically and putting clients first.

Independence

We pride ourselves on having adopted a fee-based model, meaning we don’t receive commissions from investment funds or hidden commissions from product providers. We use a family-based fee-model which means if you have other funds to invest with us or refer a family or friend at the point of transfer, it may become cheaper for you overall.
This transparent approach ensures that we consistently provide fantastic ongoing service year-on-year and increases the trust that we act in your best interest.

Worldwide

SJB Global is a young, innovative and dynamic independent financial advice provider with a truly global outlook. Due to our expertise in multiple jurisdictions worldwide, you are safe in the knowledge that wherever you go in the world, we will be able to tailor your own plan to your own situation.

Our Key Services

Our Latest News

Read more from our blog and keep up to date on the latest market trends.

BREXIT UPDATE: Passporting Rights into the EEA Will End 31st December for All UK Firms

Following the recent news of UK banks closing off services in EEA, the FCA announced last week that passporting rights will end for all UK firms, effective 31st December 2020.

Should I Transfer My UK Pension to a SIPP or QROPS If I Am Resident in Germany?

If you are a tax resident in Germany, retired in Germany or thought about moving to Germany, you may have asked yourself “What should I do with my UK pension?”.

Another Blow to Retirees in Europe with UK Pensions?

The flexibility surrounding transferring your defined benefit scheme to a more flexible arrangement seems to be getting tighter and tighter through ever more stringent regulations by the FCA.

UAE Commission Cap and Ban on Indemnity Commissions

UAE commission cap goes live, making way for a new opportunity for fee-based financial advisers such as SJB Global.

Request your FREE call TODAY to find out how you can benefit from our services

What does a call include?

  • Explain our service and what makes us different
  • See what areas we cover in your jurisdiction
  • Discuss your financial objectives
  • Provide a thorough review and recommendation
We do all of this for free with no obligation and include a full fee breakdown, covering all fees for if you decide to proceed. These fees only apply if you decide to take our advice after this point, which depends on the level of service and type of financial advice you require.

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