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FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Jake
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Jake today.
Committed to providing an expert and personal experience as we work with you to become financially prepared throughout your life transitions.
Jake was on hand throughout the process to explain the procedure and implications as well as to answer any questions. Excellent customer service – Fiona Birch
Let’s Introduce
Meet Jake Barber, a distinguished founder of a leading financial advisory firm with qualifications in the US, UK, and Europe. Featured in top publications like CNBC, Jake is not only a financial expert but also a devoted father to two children. His unique approach combines deep industry knowledge with a personal touch, making him a trusted advisor for navigating complex financial landscapes. Whether you need advice on international investments or estate planning, Jake is dedicated to providing tailored solutions that align with your goals.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
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Schedule a 15 Minute
Obligation-Free Appointment
with Jake
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Jake today.
What does the obligation free call include?
We go through a fact-finding exercise so we can then provide a full financial planning report including a personalised retirement forecast with future projections and work out how on track you are.
Lastly, we will provide a recommendation on any areas where we feel you could improve.
Our regulations, Independence and Fees
Our process from start to finish
Area we help with including:
UK Pension Advice
Retirement Planning
Investment Planning
Tax Planning
US Expat Services
International Estate Planning
| Retirement Planning | UK Pension Advice |
| Investment Planning | US Expat Services |
| Tax Planning | International Estate Planning |
Note: Minimum managed assets for SJB Global is £100,000 or currency equivalent.