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I have to say that working with Randal Stephens has been a sincere pleasure and in the large majority of cases a blessing. His competence, his attitude to help a... read more non expert like me, his patience, his ethical behaviors in explaining pros and cons of the different actions to be taken has been really a gift to me. I can not remember of any single case in which I left the call with Randal with question marks and with me it would have been very easy in his field. Kudos to him and a sincere pity that I had to close this collaboration for personal circumstances
Alfonso Gentile
I am hard to catch hold of , a skeptic and slow to make moves. The SJB Global team proved patient, thorough, pressure free and factual and friendly the whole... read more process through. Great job
James Doyle
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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 understood everything and kept me updated on the progress and next steps through the transfer process. Look forward to continue working with Lewis over the coming years.
tanya spelkova
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Worked with Robert Hoey who arranged my Pensions and Investments details in a patient professional manner. Robert has impressed me with his knowledge and understanding of my situation and my... read more concerns where he put these to rest by being open and transparent and providing great advice. Robert is always available to my many questions and the advice is always to the point. I have no hesitation recommending Robert and SJB Global for investment and pensions advice and solutions.
Geoffrey Rea
Alex Gover is the best !!! His approach is very professional, helpful and always available. His explanations are very clear and he makes it easier to understand the portfolio. I... read more DEFINITELY recommend SJB GLOBAL if you want a better return on your investments and get a nice retirement pot ! Merci beaucoup Alex.
Farida SAFSAF
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 Jake focused on reducing costs to save me money whilst simplifying my portfolio to ensure it meets my ongoing requirements. The regular quarterly reviews have been positive and overall I have found Jake to be a very professional and knowledgeable advisor, in light of my experience I have recently recommended SJB global to several of my friends.
Darren Nash
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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 and I am confident that my finances are in safe hands with SJB. Over the last few years I've been contacted by many companies interested in advising on my expat/UK pension situation. However, I felt the approach of many to be pushy and/or they were not being transparent with fees. This was not the case with SJB, who clearly explained all the costs, constraints and benefits involved in the pension transfer and Alex spent a significant amount of time and effort with me ensuring I understood the process. Overall I am very happy and am in much greater control of my UK pension (and retirement) than I was previously. Cheers Alex
Andrew Taylor
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
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 he is always available to talk, even for the silliest question! He always puts our minds at rest. Thank you.
Sharon Tett
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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 some considered financial decisions. Now, I think I have a balanced portfolio of investments which can bring some returns for my retirement. I am currently in the process of making further investments and regular savings plans with SJB. Initially Jake Barber and now Ben Eccles have given me sound professional advice, not only on investments, but also on global trends, risks & opportunities. SJB are always available on request in addition to providing quarterly reviews. I can recommend SJB Global with confidence, to provide sound advice and good service. Thank you.
Paul Austin
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 Apprehensive but Daniel put my mind at rest and told me everything I needed to know(bad and good) Daniel has a great knowledge of anything Financial.but Especially with pensions.Daniel helped me through the whole process and it went so smoothly.Once all the paperwork was done(mainly by email) the lump sum I asked for came to my bank very quickly and now everything is in place Daniel keeps me updated every 6 months to tell me how my pension is fairing and if I need to change anything. If like me you need your pension sorted out and if you live abroad this is a fantastic company to sort everything out for you.I can't give my Financial advisor."Daniel Latimer" enough thanks for helping with my pension so now I can relax and enjoy my retirement knowing he is taking care of everything for me.If you do want to see what SJB Global has to offer you,ask to speak to Daniel Latimer and he will guide you through the whole process very professionaly . A very satisfied customer Adrian Churchill
Adrian Churchill
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It is now been almost 18 months that I have been working with Matthew from SJB monitoring and advising on my pension policy. The support I am getting from Matthew... read more is amazing, I would say my policy is not the typical one, yet the quality of service is superb and very responsive, strongly recommend Matthew for anyone seeking professional and informative consulting on pension.
Iyad Hindawi
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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
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 recommend SJB Global to acquaintances along with Matthew as a trusted advisor.
ian killoh
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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 my previous agent (DeVerre). Randal in particular has been excellent.
Graham Clark
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 highly professional and supportive manner in which Mr Gover dealt with our initial questions was an important factor in our selection of SJB over other providers with whom we had made initial contact. Mr Gover could not have been more accommodating and our subsequent meetings have been both cordial and productive. His explanations of issues initially out of our experience have been both clear and informative - he has gone out of his way to ensure that the implications of every decision we have made has been clearly understood. Mr Gover is a man in whom we have great trust and we have been impressed by his willingness to ensure he understandsus and our financial needs. His openness and his integrity have been key.
Roslyn Kelly
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 after my best interests. So much so, my wife also now uses them for her pension investments. They recognise what we need and also the best route to achieving this. I would have no qualms in recommending them.
Andrew Thompson
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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 - a key target. My adviser kept me very well informed and provided specific additional information where I had a concern. The process of transferring was efficiently and very well managed.
Glenn Vaughan
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 initial phone call through to the finalization of the transfer I have experienced nothing but 100% professionalism from both Jake and Luke. On top of that they are both caring people who give you the feeling that they have all the time in the world for you, they explain things very clearly and are totally transparent when it comes to costs, something which my previous investment company were not. It is refreshing, especially in this industry to see such a different approach. Even though I have only been with SJB Global for 9 or so months I have already seen significant growth and I am very much looking forward to working with Luke and the team to grow further my portfolio in the future. I would highly recommend anyone who is feeling unhappy with there current investment performance to contact SJB Global. You will not be disappointed.
Paul Simms
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 is no regret-proof investment plan, I feel that I get great advice and a responsive, personalised service that is better than any other service I have used before.
John Enoch
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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 administration fees. I would highly recommend both Daniel and SJB
Graham Tod
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 is always available and informed whenever we have questions and we feel are pensions are in the best place as Spanish residents.
Juliette Slater
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 which direction I should take my investments. I must be one of Matt's smaller clients but you wouldn't guess it from the time and patience he shows on his regular catch up calls. I have no hesitation in giving SJB and Matt a five star review.
Rob Leach
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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…
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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.







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