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FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Dion
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Dion 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.
Dion is an accomplished International Financial Adviser with a deep understanding of the unique challenges faced by expatriates. Having spent over a decade in Spain, Dion has cultivated a strong expertise in cross-border financial planning, offering a holistic approach that encompasses investments, pensions, taxation, and estate planning.
Before transitioning to financial services, Dion served four years in the British Army, where he developed resilience, strategic thinking, and a commitment to excellence—qualities that continue to guide his practice today. At SJB Global, Dion specialises in providing tailored financial solutions that secure the long-term financial well-being of British nationals and international workers. His client-centric approach ensures that each financial plan is comprehensive, addressing every aspect of a client’s financial life to help them achieve their long-term goals with confidence.
Whether you’re planning for retirement, managing investments, or navigating the complexities of cross-border taxation, Dion is dedicated to helping you build a secure financial future.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
Information to Help You Succeed
Repatriation Planning for British Expats: Navigating UK Tax Changes in 2025
Returning to the UK after a period of...
Managing Your UK ISA When Moving Abroad
Key Rules, Tax Implications, and...
Schedule a 15 Minute
Obligation-Free Appointment
with Dion
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Dion 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.