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 comprehensive fact-finding and reviewing process help 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. We help people clearly understand if their pension meets their objectives and if not, what they can do about it.

One of the Market Leaders in Finance

SJB Global is proud to have a 99.55% client retention rate, providing financial planning to clients in over 120 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.

0 Countries

Our clients are located across 120 countries

0 Continents

Our staff span over 3 continents

0 Billion Euros

We manage £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

SJB Global is an independently owned company, which helps us to always act in the interest of our clients, rather than any shareholders or outside interests. The institutions we choose to work with are based in some of the most highly regulated and tax-efficient jurisdictions worldwide, and with some of the highest credit ratings and reputations.

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.

Some of Our Key Services

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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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