Schedule a 15 Minute Obligation-Free Appointment with George
Get expert advice at no cost or obligation. Explore your options, gain clarity and take a confident step towards greater financial security.
- Independent financial advice
- Personalised financial planning
- No-obligation initial conversation
Meet George Symes
George began his career at a stockbroking firm, where he developed a strong foundation in investments. He went on to work with multiple independent financial advisers in the UK, specialising in pensions and retirement planning
At SJB Global, George provides international financial advice, with a focus on tax-efficient wealth management for clients across multiple jurisdictions. He is a strong believer that everything is achievable through hard work and dedication.
He’s committed to making financial planning approachable, believing that every client deserves clarity and confidence in their financial future. In his downtime, George enjoys spending time with friends and family, playing golf, and supporting his local football team.
What does the obligation-free call include?
A straightforward introduction to your circumstances, our services and the ways SJB Global may be able to help.
Initial Conversation
A relaxed 15-minute introduction to understand what you would like to achieve and explain our services and how we can help.
Financial Review
If you choose to proceed, we will complete a fact-finding exercise and can prepare a full financial planning report, including a personalised retirement forecast and future projections where appropriate.
Recommendations
We will explain our findings, answer your questions and recommend any areas where we believe your financial position could be improved.
Schedule a 15 Minute Appointment with George
Complete the short form and George will be in touch to arrange a convenient time.
Your first conversation is obligation-free and gives you the opportunity to ask questions before deciding on any next steps.
Insights from George
Practical perspectives to help you make informed decisions about your financial future.
Advice shaped around your life
Learn more about who we are, how our advice works and what to expect if you choose to continue with us.
Who is SJB Global?
Meet our internationally experienced team and discover the values behind our personal approach.
Meet the teamRegulation, Independence & Fees
Understand how we are regulated, the independent nature of our advice and our transparent approach to fees.
Learn moreOur Process
See how we work with you, from the first conversation through to your personal financial plan and ongoing support.
View the process