FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
Get expert advice at no cost or obligation. Explore your options and ensure financial security.
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.
You Deserve Better
It’s the reason we started SJB. We believe that you can get high-quality advice for a fair price. No double agenda and working with you to reach your goals. SJB Global provide financial planning to people in all corners of the world.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
Information to Help You Succeed
What is a QNUPS?
In February 2010, a significant opportunity for Brits living abroad emerged, offering a strategic means to safeguard their wealth for future generations. Qualifying Non-UK Pension Schemes (QNUPS) entered the financial landscape as a result of new legislation.
Spain Pension Reform
In a significant development, Spain’s government has secured the support of labor unions for a comprehensive reform of the country’s public pension system. This move is poised to have a far-reaching impact on Spain’s pension landscape.
Investigating Pension Transfers
In a recent study conducted by the Department for Work and Pension (DWP), it was revealed that an overwhelming 94% of completed pension transfers proceeded without any issues or red flags. This comprehensive 18-month review, spanning from December 2021 to February 2023, focused on evaluating the effectiveness of measures introduced following the Pension Schemes Act 2021. This act granted pension scheme administrators the authority to halt a transfer if they suspected a high risk of it being a scam.
Schedule a 15 Minute
Obligation-Free Appointment
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: https://www.fsc.gi/regulated-entity/blacktower-financial-management-international-limited-3647