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?

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 work toward 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

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
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field

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.