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
X-Ray Review
In the world of investments, it is crucial to regularly evaluate and monitor your portfolio to ensure that it aligns with your financial goals and risk tolerance. An X-ray review is a comprehensive analysis of a portfolio that provides valuable insight into its overall composition and potential risks.
Does Risk-Free Investing Exist?
Investing is one of the best ways to grow your wealth over time. However, the fear of losing money can be a major deterrent for many people. This is where the idea of risk-free investing comes in – the notion that you can invest your money without the risk of losing it. But does such a thing really exist? Let’s take a closer look.
How to Avoid Paying Inheritance Tax
Inheritance Tax (IHT) is a tax on the estate of a deceased person, which includes property, money, and possessions. In the UK, the current IHT threshold is £325,000, and anything above this amount is taxed at a rate of 40%. If you are a UK resident, this tax applies to your worldwide estate, including any property or assets held abroad. However, with careful planning, it is possible to avoid or reduce your IHT liability in both the UK and your country of residence.
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