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 options do I have with my Shell Overseas Contributory Pension Fund?
The Shell Pension Scheme, the non-UK scheme being the Shell Overseas Contributory Pension Fund (aka SOCPF), has consistently been targeted by scammers due to the lack of advice requirements to transfer away. Unlike a UK defined benefit scheme, this scheme does not require FCA regulated advice to transfer away.
Applying for an NT Tax Code
An NT (no tax) code is granted to individuals who receive UK-sourced income and reside in a country that has a double taxation agreement with the UK. Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the grounds that you are non‐resident.
Should I invest into an Assurance Vie or a Platform if I am a French resident?
Why choose an Assurance Vie? If you have been a French resident for a few years, then you probably have come across the term ‘Assurance Vie’. Over 22m residents of France choose to invest into Assurance Vies due to the benefits they offer. Please see a list of the main benefits below:
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