Schedule a 15 Minute Obligation-Free Appointment with Iain
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 Iain Mckay
Iain has over 25 years of experience in the financial services industry, having begun his career in Edinburgh, Scotland, before relocating to Spain, where he specialises in cross-border financial planning and advice for clients located around the globe.
Born in Zimbabwe and raised in South Africa, Iain brings a deep, personal understanding of the expatriate lifestyle. This perspective allows him to appreciate the complexities involved in international financial planning and the importance of building flexible, resilient strategies that can adapt to unforeseen circumstances and changes in life plans.
He holds qualifications from a range of respected international professional bodies and works with clients of diverse nationalities, providing tailored advice to meet their unique financial goals and cross-border needs.
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 Iain
Complete the short form and Iain 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.
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