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FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with George
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with George today.
Committed to providing an expert and personal experience as we work with you to become financially prepared throughout your life transitions.
Are You in the Optimal Position?
Qualification
A quick call to see if and how you can benefit from our services.Review
If you already have a portfolio, we can do a review; if not, we will look at your whole financial picture and outline your goals together.Recommendation
Your tailored portfolio gives an overview of how you’ll achieve your financial goals. Here you decide if you'd like to go ahead.Onboarding
You will be taken through all the necessary steps so you know what to expect.Service
Continuous high-quality service. Expect quarterly updates, regular contact and a yearly review of your portfolio.
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.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
Information to Help You Succeed
Mastering Retirement Abroad: International SIPPs & Tax Rules for UK Expats
If you are a UK expat planning to...
ISA Guidance for UK Expats: Managing Your ISA in 2025
If you are a UK expat, one of the key...
Making Sense of the Brite Advisors Distribution Plan for Expats
If you are an expat or cross border...
Schedule a 15 Minute
Obligation-Free Appointment
with George
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with George 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.
Licensing & Regulations
Nexus Global specialises in providing a regulatory platform and compliance support to international financial advisers and intermediaries to enable them to meet regulatory requirements to provide their clients with a professional service. The financial advisers trading under SJB Global are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647: http://www.fsc.gi/regulated-entity/blacktower-financial-management-international-limited-3647.