My adviser was comprehensive and thorough in ensuring they fully understood my situation and my objectives. The solution provided gives a good return but also reduces the management costs notably... read more - a key target. My adviser kept me very well informed and provided specific additional information where I had a concern. The process of transferring was efficiently and very well managed.

great service

I’ve dealt with Lewis over the past few months and he has been great help in transferring my pension across. He was always very professional and patient, ensuring I fully... read more understood everything and kept me updated on the progress and next steps through the transfer process. Look forward to continue working with Lewis over the coming years.

I moved my investment portfolio to SJB Global earlier this year as I was not seeing any growth with my previous investment company. I have to say that from the... read more initial phone call through to the finalization of the transfer I have experienced nothing but 100% professionalism from both Jake and Luke. On top of that they are both caring people who give you the feeling that they have all the time in the world for you, they explain things very clearly and are totally transparent when it comes to costs, something which my previous investment company were not. It is refreshing, especially in this industry to see such a different approach. Even though I have only been with SJB Global for 9 or so months I have already seen significant growth and I am very much looking forward to working with Luke and the team to grow further my portfolio in the future. I would highly recommend anyone who is feeling unhappy with there current investment performance to contact SJB Global. You will not be disappointed.

I have found the support and advise offered by Daniel Lattimer to be very clear, concise and accurate. I can highly recommend him.

I have been dealing with SJB since i retired 4 years ago and have had no issues with the service. The team are extremely helpful and have always looked... read more after my best interests. So much so, my wife also now uses them for her pension investments. They recognise what we need and also the best route to achieving this. I would have no qualms in recommending them.

very professional, friendly. good expertise. able to answer any and all relevant questions. proactive and trustworthy

I have corresponded and spoken on the phone with Piers Kemp. His client service skills hit the top marks. He is professional, helpful, kind, polite, and knows what he is... read more doing. I also think that he goes beyond his work to help the client.

2021 / 2022 have been turbulent years and I went in to the assessment expecting a very painful feedback on my portfolio. I am happy to say Ben Eccles managed... read more to keep my losses to a minimum, and I have faith that once the chaos of the world today stabilises, he will make up for the challenges to date.

After having a bad experience worrying about an underperforming portfolio after moving my pension out of the UK (a QUROPS) I decided to make the changeover to it being... read more managed by SJB Global 2 years ago. They have turned the performance around, whilst at the same time listening to my needs and concerns and responding with clear and trustworthy communications. I am very happy I made the change!

Excellent service Lewis was fantastic to deal with on all matters

I have to say that working with Randal Stephens has been a sincere pleasure and in the large majority of cases a blessing. His competence, his attitude to help a... read more non expert like me, his patience, his ethical behaviors in explaining pros and cons of the different actions to be taken has been really a gift to me. I can not remember of any single case in which I left the call with Randal with question marks and with me it would have been very easy in his field. Kudos to him and a sincere pity that I had to close this collaboration for personal circumstances

SJB Global have been my pension provider for a few years now. From switching over which was effortless to the array of products that they have access to is impressive.... read more My personal advisor is Matt Quinn a very honest and professional person that will keep me updated and informed along with a general review of my portfolio annually. Thank you for being my trusted partner Kind regards Justin woodmansee

Sound advice and guidance always from SJB Global. This professional outfit have a great perspective of the markets and I feel secure my investments are managed by these guys.

Hi,I would just like to say,SJB Global are a life saver and the person who helped me with my pension needs was Daniel Latimer..At first I was was a little... read more Apprehensive but Daniel put my mind at rest and told me everything I needed to know(bad and good) Daniel has a great knowledge of anything Financial.but Especially with pensions.Daniel helped me through the whole process and it went so smoothly.Once all the paperwork was done(mainly by email) the lump sum I asked for came to my bank very quickly and now everything is in place Daniel keeps me updated every 6 months to tell me how my pension is fairing and if I need to change anything. If like me you need your pension sorted out and if you live abroad this is a fantastic company to sort everything out for you.I can't give my Financial advisor."Daniel Latimer" enough thanks for helping with my pension so now I can relax and enjoy my retirement knowing he is taking care of everything for me.If you do want to see what SJB Global has to offer you,ask to speak to Daniel Latimer and he will guide you through the whole process very professionaly . A very satisfied customer Adrian Churchill

Down to earth financial advice, and fees that don't cost the earth.

Since start of using SJB Global in 2018, I've restructured my pension and savings plans. Professional knowledge, experience and understanding of different available products has enabled me to make... read more some considered financial decisions. Now, I think I have a balanced portfolio of investments which can bring some returns for my retirement. I am currently in the process of making further investments and regular savings plans with SJB. Initially Jake Barber and now Ben Eccles have given me sound professional advice, not only on investments, but also on global trends, risks & opportunities. SJB are always available on request in addition to providing quarterly reviews. I can recommend SJB Global with confidence, to provide sound advice and good service. Thank you.

Alex Gover at SJB Global is a pleasure to work with. He is very professional, knowledgeable, and personable. I have no hesitation in recommending him and SJB Global. Alex advised... read more me on my options for transferring my private pension out of the UK and was fully transparent and trustworthy throughout. There are plenty of advisors who charge exorbitant fees and give bad advice, but Alex and SJB Global are not among them!

My adviser was comprehensive and thorough in ensuring they fully understood my situation and my objectives. The solution provided gives a good return but also reduces the management costs notably... read more - a key target. My adviser kept me very well informed and provided specific additional information where I had a concern. The process of transferring was efficiently and very well managed.

Since start of using SJB Global in 2018, I've restructured my pension and savings plans. Professional knowledge, experience and understanding of different available products has enabled me to make... read more some considered financial decisions. Now, I think I have a balanced portfolio of investments which can bring some returns for my retirement. I am currently in the process of making further investments and regular savings plans with SJB. Initially Jake Barber and now Ben Eccles have given me sound professional advice, not only on investments, but also on global trends, risks & opportunities. SJB are always available on request in addition to providing quarterly reviews. I can recommend SJB Global with confidence, to provide sound advice and good service. Thank you.

Outstanding customer service - really happy.

Great experience so far with Ben, always keeps me up to date and informed and also great at explaining things clearly when the information gets a bit technical!

It’s been a breath of fresh air dealing with Jake from SJB Global. My previous advisor had set up my portfolio badly with annual costs eating heavily into my profits.... read more Jake focused on reducing costs to save me money whilst simplifying my portfolio to ensure it meets my ongoing requirements. The regular quarterly reviews have been positive and overall I have found Jake to be a very professional and knowledgeable advisor, in light of my experience I have recently recommended SJB global to several of my friends.

I received excellent personalised service & advice from Alex. He went above and beyond to listen to my needs and propose a custom investment plans suited to my needs, earning... read more my trust along the way. I'm very satisfied with everything and would highly recommend him.

I feel very well looked after since I transferred my pension to SJB Global. Daniel responds promptly, concisely and clearly to my queries. Additionally SJB offer very competitive management and... read more administration fees. I would highly recommend both Daniel and SJB

Friendly and efficient. Sam was incredibly patient with me and spent a lot of time discussing my savings and pension objectives before making his recommendations.

Very good experience with SJB for pension and tax planning.