Schedule a 15 Minute Obligation-Free Appointment with Daniel
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 Daniel Lattimer
Daniel started his career at Norwich Union in the Life Insurance department and very quickly became interested in one day becoming a Financial Adviser. He progressed through the ranks and became the youngest Relationship Manager at Aviva, which gave him the opportunity to do the examinations required to allow him to give financial advice.
As Daniel’s role involved dealing directly with Financial Advisers, this gave him the final push he needed to become a Financial Adviser. After spending a while helping overseas clients with their financial advice needs and gaining experience in the overseas market, Daniel was asked to join SJB Global and he gladly accepted as he could see that due to the people he would be working with and the service that they offered, he could really make a difference.
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 Daniel
Complete the short form and Daniel 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 Daniel
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