The importance of financial planning

Financial planning is a word often ignored with more and more people having the perception of living by the day. But financial planning is a very broad term and not to be overlooked. Whether its re-mortgaging your house, planning for retirement or organising education fees for your children,
we are here to help.

Frequently Asked Questions

When we can through our initial fact find process we will turn your goals into short, medium and long term and categorize which are the most important. Then we can really start to see what you should plan for first.

Yes we can is the simple answer. There may be certain restrictions depending on your jurisdiction but we can help with your overall financial plan regardless.

We will firstly show you what you need to be doing to get to you targets and then regularly review your plans to make sure you are on track. If you fail to plan then you plan to fail.

financial planning re-mortgaging your house, planning for retirement sjb global

Find out the answers to more questions…

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Qualifications

The first part is of course having a plan. We can help put the correct plan in place for you specifically, and give you advice on how we feel you should do it

Independence

There’s no point putting a plan in place unless you are going to follow it. This is why we do regular reviews to see whether you are sticking to your plan or not.

Worldwide

This is where all the hard work pays off. You have reached your goals and are hopefully reaping the full benefits. We understand that peoples circumstances change over time which is why we make things as flexible as possible.

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

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Everything up until this point will be completely free with no obligation. It’s only when you decide to take our advice that you will be charged, and this will depend on the level of service and type of financial advice you require.

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Can anything help the UK pensions deficit?

October 18th, 2017|

Can anything help the UK pensions deficit? It seems to be going from bad to worse for the UK pension deficit. Across the 6,000 private sector defined benefit scheme pensions, 5,000 are now in deficit [...]