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
Sustainable Investing is Changing
As investment advisors, it is important for us to stay up-to-date on the latest regulatory changes affecting the industry. One area that has been evolving rapidly in recent years is sustainable investing. New regulatory frameworks have been put in place to promote more responsible and ethical investing practices.
Do Young Brits Have a Plan for Retirement?
When it comes to saving for retirement, Brits aged 35-54 are caught between a rock and hard place. They’re too young to have benefitted from defined benefit pensions, but may be enrolled into auto-enrolment, which usually happens mid-career.
This has led them into what’s called “the squeezed generation” when it comes to how much they have managed to put aside for when they retire.
With nearly half of UK workers unaware that their occupational pension will provide them with an income in retirement, now is the time for everyone to plan better.
What Steps You Can Take to Improve Your Chances of Achieving The Retirement You Deserve Today
When it comes to planning for retirement, there are a few key things you need to keep in mind. First, you need to make sure you have enough money saved up to cover your costs. This includes everything from your mortgage or rent payments to your food and utility bills. Next, you need to think about how much income you will need to cover your retirement expenses. This will vary depending on your lifestyle and where you plan to retire.
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