FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Daniel
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Daniel 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?
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 work toward 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.
I’ve worked with Daniel Lattimer at SJB for a couple of years now. He was and continues to be helpful, knowledgeable, and responsive. The recommendations are logical and are based on a proper review and understanding of my risk profile.
Let’s Introduce
Daniel Lattimer began working for SJB when it first started in 2018 and is now a Senior Financial Adviser. He has over 16 years of experience in retirement planning and 7 years in financial advice. He has done multiple examinations across different jurisdictions, including the Cyprus Advanced certificate and the US Series 65 exam.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
Let’s Introduce
Daniel Lattimer began working for SJB when it first started in 2018 and is now a Senior Financial Adviser. He has over 16 years of experience in retirement planning and 7 years in financial advice. He has done multiple examinations across different jurisdictions, including the Cyprus Advanced certificate and the US Series 65 exam.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
I’ve worked with Daniel Lattimer at SJB for a couple of years now. He was and continues to be helpful, knowledgeable, and responsive. The recommendations are logical and are based on a proper review and understanding of my risk profile.
Information to Help You Succeed
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Schedule a 15 Minute
Obligation-Free Appointment
with Daniel
Get expert advice at no cost or obligation. Explore your options and ensure financial security.
What does the obligation free call include?
An initial 15-minute introduction call explaining our services and how we can help.
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.
