Who are SJB Global?

SJB Global provide financial planning to expatriates living in over 100 countries worldwide. We are independently owned which means we always act in the interest of the client rather than the shareholders. There is over £4bn of clients trusted money within the IFA network that we work within and over 120 offices worldwide.

Our qualified and experienced advisers will help you outline a clear financial plan based on your own needs and circumstances. We can help in all aspects of your finances such as retirement planning, tax efficient investments, insurance policies, mortgages and many more.

We work with the most financially sound and regulated institutions to ensure your capital is always secure and managed effectively. The institutions we work with are based in some of the most highly regulated and tax efficient jurisdictions worldwide, and with some of the highest credit ratings and reputations. We can give you access to some of the worlds most established fund managers to ensure your money is invested in areas with a proven track record. With over 40,000 funds available, you may also benefit by receiving these funds at a lower cost due to institutional buying power.

Retirement-Planning-SJB Global provide financial planning to expatriates living in over 100 countries

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Qualifications

Every adviser working for SJB Global is UK qualified to give advice. Our qualified and experienced advisers will help you outline a clear financial plan based on your own needs and circumstances. We can help in all aspects of your finances such as retirement planning, tax efficient investments, insurance policies, tax planning and so on.

Independence

SJB Global is an independent financial advisory and we work with the most financially sound and regulated institutions to ensure your capital is always secure and managed effectively. The institutions we work with are based in some of the most highly regulated and tax efficient jurisdictions worldwide, and with some of the highest credit ratings and reputations.

worldwide

Due to our expat nature and expertise in multiple jurisdictions worldwide, you are safe in the knowledge that wherever you go in the world, you will still be managed. For an expat, this is one of the most important factors to consider as we tend to not settle in one place forever.

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

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