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FINANCIAL ADVICE

Schedule a 15 Minute
Obligation-Free Appointment

Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review today.

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

See What Our Clients Say

  • very knowledgeable, transparent and always clear communication

    Stephen Daly Avatar Stephen Daly

    I received excellent personalised service & advice from Alex. He went above and beyond to listen to my needs and propose a custom investment plans suited to my needs, earning... read more

    Karine Pierre-Louis Avatar Karine Pierre-Louis

    Hi,I would just like to say,SJB Global are a life saver and the person who helped me with my pension needs was Daniel Latimer..At first I was was a little... read more

    Adrian Churchill Avatar Adrian Churchill
  • Since start of using SJB Global in 2018, I've restructured my pension and savings plans. Professional knowledge, experience and understanding of different available products has enabled me to make... read more

    Paul Austin Avatar Paul Austin

    SJB Global have been my pension provider for a few years now. From switching over which was effortless to the array of products that they have access to is impressive.... read more

    Justin Woodmansee Avatar Justin Woodmansee

    I am hard to catch hold of , a skeptic and slow to make moves. The SJB Global team proved patient, thorough, pressure free and factual and friendly the whole... read more

    James Doyle Avatar James Doyle
  • Having spent over 24 years of my working life in the UK, I decided to retire back in my home country. But with the issue of having to transfer my... read more

    Didier Fernandez Avatar Didier Fernandez

    I’ve dealt with Lewis over the past few months and he has been great help in transferring my pension across. He was always very professional and patient, ensuring I fully... read more

    tanya spelkova Avatar tanya spelkova

    I've just completed the transfer of my UK pension to an international setup with SJB Global and Alex Gover as my Advisor. The process was made very clear by Alex... read more

    Andrew Taylor Avatar Andrew Taylor
  • I have been a client of SJB Global for over 4 years. Jake Barber and the team have provided excellent guidance and support during this time. As a result, I'm... read more

    Steve Matthews Avatar Steve Matthews

    Alex Gover is the best !!! His approach is very professional, helpful and always available. His explanations are very clear and he makes it easier to understand the portfolio. I... read more

    Farida SAFSAF Avatar Farida SAFSAF

    I've just completed the transfer of my UK pension to an international setup with SJB Global and Alex Gover as my Advisor. The process was made very clear by Alex... read more

    Andrew Taylor Avatar Andrew Taylor
  • We moved our financial advisor from UK to Ben Eccles at SJB Global and have been very impressed with the care and attention to detail that he provides. He... read more

    Juliette Slater Avatar Juliette Slater

    Down to earth financial advice, and fees that don't cost the earth.

    Peter Nutt Avatar Peter Nutt

    I feel secure with SJB Global. Daniel treats us like family members in the way he deals with us and looks after our savings. He explains things very clearly and... read more

    Sharon Tett Avatar Sharon Tett
  • I have been with them now for about 6 months and to date am very happy with both service and results. The approach is much more open and proactive than... read more

    Graham Clark Avatar Graham Clark

    Sound advice and guidance always from SJB Global. This professional outfit have a great perspective of the markets and I feel secure my investments are managed by these guys.

    Peter Lacken Avatar Peter Lacken

    2021 / 2022 have been turbulent years and I went in to the assessment expecting a very painful feedback on my portfolio. I am happy to say Ben Eccles managed... read more

    Adam Smith Avatar Adam Smith
  • It is now been almost 18 months that I have been working with Matthew from SJB monitoring and advising on my pension policy. The support I am getting from Matthew... read more

    Iyad Hindawi Avatar Iyad Hindawi

    I have corresponded and spoken on the phone with Piers Kemp. His client service skills hit the top marks. He is professional, helpful, kind, polite, and knows what he is... read more

    Kristiina St.Croix Avatar Kristiina St.Croix

    Outstanding customer service - really happy.

    Olaf Ulrich Avatar Olaf Ulrich
  • Friendly and efficient. Sam was incredibly patient with me and spent a lot of time discussing my savings and pension objectives before making his recommendations.

    Sue Kaye Avatar Sue Kaye

    I moved my investment portfolio to SJB Global earlier this year as I was not seeing any growth with my previous investment company. I have to say that from the... read more

    Paul Simms Avatar Paul Simms

    Piers made my portfolio grow ad cut those toxic investments that otherwise would have gotten me into financial trouble. I'm very lucky to be a customer.

    Tatyana van 't Hof-Minayeva Avatar Tatyana van 't Hof-Minayeva
  • Excellent service Lewis was fantastic to deal with on all matters

    Steve Weston Avatar Steve Weston

    Very good experience with SJB for pension and tax planning.

    Dave Lea Avatar Dave Lea

    I feel very well looked after since I switched to support from Lewis at SJB Global. Receiving prompt attention as and when necessary is very important to me and I... read more

    Kevin Mace Avatar Kevin Mace
  • My adviser was comprehensive and thorough in ensuring they fully understood my situation and my objectives. The solution provided gives a good return but also reduces the management costs notably... read more

    Glenn Vaughan Avatar Glenn Vaughan

    It’s been a breath of fresh air dealing with Jake from SJB Global. My previous advisor had set up my portfolio badly with annual costs eating heavily into my profits.... read more

    Darren Nash Avatar Darren Nash

    I have found the support and advise offered by Daniel Lattimer to be very clear, concise and accurate. I can highly recommend him.

    Bogdan Bienkowski Avatar Bogdan Bienkowski
  • I have been with them now for about 6 months and to date am very happy with both service and results. The approach is much more open and proactive than... read more

    Graham Clark Avatar Graham Clark
  • Since start of using SJB Global in 2018, I've restructured my pension and savings plans. Professional knowledge, experience and understanding of different available products has enabled me to make... read more

    Paul Austin Avatar Paul Austin
  • Alex Gover at SJB Global is a pleasure to work with. He is very professional, knowledgeable, and personable. I have no hesitation in recommending him and SJB Global. Alex advised... read more

    Dan Avatar Dan
  • great service

    John Kay Avatar John Kay
  • Down to earth financial advice, and fees that don't cost the earth.

    Peter Nutt Avatar Peter Nutt
  • I have been dealing with SJB since i retired 4 years ago and have had no issues with the service. The team are extremely helpful and have always looked... read more

    Andrew Thompson Avatar Andrew Thompson
  • Very professional and trustworthy financial consultants. I have had many discussions and dealings with Alex Gover and have found him to be extremely helpful, honest and insightful.

    Chris Marsden Avatar Chris Marsden
  • Jake Barber has been a fantastic Financial Advisor for me. When I was moving from the UK to Germany last Summer, I was searching online for a Financial Advisor who... read more

    Siddique Khan Avatar Siddique Khan
  • I moved my investment portfolio to SJB Global earlier this year as I was not seeing any growth with my previous investment company. I have to say that from the... read more

    Paul Simms Avatar Paul Simms
  • We have been extremely impressed with the professionalism and quality of SJB Global. Randal has been our contact throughout the process of setting up our arrangements and he has shown... read more

    Martin Kelsey Avatar Martin Kelsey

Information to Help You Succeed

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: http://www.fsc.gi/regulated-entity/blacktower-financial-management-international-limited-3647.

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