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FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Iain
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Iain 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.Iain Mckay
Independent Financial Adviser
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.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
Schedule a 15 Minute
Obligation-Free Appointment
with Iain
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Iain today.
What does the obligation free call include?
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.