Very good experience with SJB for pension and tax planning.

Thoroughly satisfied in the service, no hesitation in recommending Lewis and the team.

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 doing. I also think that he goes beyond his work to help the client.

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

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 My personal advisor is Matt Quinn a very honest and professional person that will keep me updated and informed along with a general review of my portfolio annually. Thank you for being my trusted partner Kind regards Justin woodmansee

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.

I have found the support and advise offered by Daniel Lattimer to be very clear, concise and accurate. I can highly recommend him.

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.

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.

Great experience so far with Ben, always keeps me up to date and informed and also great at explaining things clearly when the information gets a bit technical!

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.

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 me on my options for transferring my private pension out of the UK and was fully transparent and trustworthy throughout. There are plenty of advisors who charge exorbitant fees and give bad advice, but Alex and SJB Global are not among them!

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 managed by SJB Global 2 years ago. They have turned the performance around, whilst at the same time listening to my needs and concerns and responding with clear and trustworthy communications. I am very happy I made the change!

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

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 my trust along the way. I'm very satisfied with everything and would highly recommend him.

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.

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

great service

Excellent service Lewis was fantastic to deal with on all matters

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.

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.

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

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.

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

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 specialises in helping UK expats who live in the EU. I contacted SJB Global and got a call back from Jake. From the first call I already started getting good advice on things related to my UK workplace and state pensions and investments, and ever since then I have received invaluable help with my finances. Jake is very knowledgeable and always on top of changes in the markets and regulations and quick to react and give me advice accordingly. He has also always been patient and very helpful with all my detailed questions and quick to respond over email too. I have moved my UK workplace pensions to SJB Global and I am very happy with the service I receive.

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 really feel like I get that, plus the results have also exceeded my expectations. I would highly recommend both Lewis, as well as SJB

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.