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.
Jake Barber is the Director of SJB and a specialist international financial adviser. Jake has worked for large international financial service firms in London, Dubai, Riyadh, Hamburg, and Spain where he currently resides.
During his career in financial services, he has built extensive knowledge and expertise in pension planning, tax efficiency, and asset allocation. By gaining a deeper understanding of what clients need in today´s ever-changing world, Jake has built long-lasting relationships with a wide array of individuals. As a key figure in driving the growth of the firm, Jake’s modern approach to financial advice has ensured rapid expansion across the globe. He now holds both the level 4 qualification in financial advice in the UK, and also the Series 65 Uniform Investment Adviser Law qualification allowing him to cater to clients in the United States.
Lewis Sell began his career as an equity trader in the heart of London. Starting at ground level, he quickly established himself as a fast learner with a client-centric approach. Soon after, he found himself in a managerial capacity working with large pension funds but decided to transition into the offshore market and relocated to Geneva, Switzerland. This move facilitated a much greater understanding of the needs of international workers and in doing so, allowed him to develop his understanding of the global markets.
Now settled in Spain with SJB Global, Lewis is responsible for understanding clients’ needs and building solutions that meet their long-term retirement objectives. He is particularly adept at analyzing existing portfolios in order to reduce running costs and enhance investment performance.
Lewis is a UK-qualified adviser holding the level 4 qualification through the Chartered Institute of Securities and Investments.
Free Guides
Fill in the form to download your FREE UK Pension Transfer Guide
Fill in the form to download your FREE 15 Minute Guide to a Retirement Plan
Fill in the form to download your FREE Lump-Sum Investments Guide
Fill in the form to download your FREE Expat Financial Blueprint Guide
Fill in the form to download your FREE Investing Into an Offshore Bond Guide
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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
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
Major Pension Reforms in the UK 2024 Budget: New Inheritance Tax Rules and Overseas Transfer Charges Explained
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
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, 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....
Major Pension Reforms in the UK 2024 Budget: New Inheritance Tax Rules and Overseas Transfer Charges Explained
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
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, 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....