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.

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See What Our Clients Say

  • 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

    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

    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 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

    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

    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
  • I feel very well looked after since I transferred my pension to SJB Global. Daniel responds promptly, concisely and clearly to my queries. Additionally SJB offer very competitive management and... read more

    Graham Tod Avatar Graham Tod

    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

    Thoroughly satisfied in the service, no hesitation in recommending Lewis and the team.

    Iain Powell Avatar Iain Powell
  • 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

    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

    I have to say that working with Randal Stephens has been a sincere pleasure and in the large majority of cases a blessing. His competence, his attitude to help a... read more

    Alfonso Gentile Avatar Alfonso Gentile
  • Outstanding customer service - really happy.

    Olaf Ulrich Avatar Olaf Ulrich

    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

    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
  • 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

    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

    A great caring team, nothing is ever too difficult for them to help you work through a problem.

    Sue Barley Avatar Sue Barley
  • 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

    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

    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
  • very professional, friendly. good expertise. able to answer any and all relevant questions. proactive and trustworthy

    jeremy hotchkiss Avatar jeremy hotchkiss

    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

    As first time clients of SJB global who have dealt solely with Mr Alex Gover from the moment of our initial approach to SJB and our subsequent investment. The... read more

    Roslyn Kelly Avatar Roslyn Kelly
  • I dealt with Piers Kemp who was extremely knowledgeable, approachable, swift to react to my queries (even the repetitive ones that he'd previously covered!) and, importantly, patient. It was a... read more

    Woody Maynard Avatar Woody Maynard

    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

    Very good experience with SJB for pension and tax planning.

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

    Peter Nutt Avatar Peter Nutt

    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

    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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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 feel very well looked after since I transferred my pension to SJB Global. Daniel responds promptly, concisely and clearly to my queries. Additionally SJB offer very competitive management and... read more

    Graham Tod Avatar Graham Tod
  • 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
  • I have to say that working with Randal Stephens has been a sincere pleasure and in the large majority of cases a blessing. His competence, his attitude to help a... read more

    Alfonso Gentile Avatar Alfonso Gentile
  • 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

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

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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.