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

Navigating Volatile Markets

Navigating Volatile Markets

Harnessing the power of your retirement savings in the midst of market volatility requires strategic planning and a keen understanding of your financial goals. While market fluctuations may induce anxiety, they also present opportunities for savvy investors to make the most of their retirement funds. In this article, we’ll dive into strategies for structuring your retirement savings in volatile markets.

read more
Compound Investing in a Pension

Compound Investing in a Pension

Building a secure retirement is a lifelong goal for many individuals, and one of the most effective ways to achieve that is through compound investing in a pension. While pensions may seem complex, understanding the power of compound investing within this framework can help individuals maximize their savings and create a solid financial foundation for their retirement years. In this article, we will explore the key reasons why compound investing in a pension is so powerful, and how it can significantly impact your retirement savings.

read more
The Importance of Retirement Planning

The Importance of Retirement Planning

Retirement planning is a topic that often gets overlooked or brushed aside by many working-age individuals. But in today’s ever-changing landscape, with recent events like Brexit, the global pandemic, and subsequent recovery efforts, retirement saving has taken a backseat even for policymakers. While pension policies went through significant changes in the past, the last comprehensive review of the retirement saving system dates back to 2005 when Lord Turner’s Pensions Commission presented its findings.

read more

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.

Who is SJB Global and meet your adviser

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

Contact Us