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FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Matthew
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Matthew 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.
With decades of cross-border financial expertise, Matthew Quinn is uniquely positioned to guide internationally mobile clients through complex investment, retirement, and insurance planning. Having built his career across the UK, Ireland, Spain, France, and the United States, Matthew brings a truly global perspective to wealth management.
Dual-qualified in both the UK and the US, Matthew specialises in:
- Helping US expatriates manage and optimise their retirement accounts and investment portfolios while living abroad.
- Advising UK expatriates on pension strategies, including SIPPs and QROPS, to maximise flexibility and tax efficiency.
Known for his strategic, client-first approach, Matthew combines deep technical expertise with an understanding of the unique challenges faced by expatriates. Whether navigating cross-border tax implications, structuring pension transfers, or securing insurance solutions like annuities, he delivers tailored, practical advice that empowers clients to thrive financially wherever life takes them.
Outside of the office, he enjoys spending time with his young family and getting out on his road bike through the trails of Pennsylvania.
| Fee Only | Regulated Worldwide |
| Holistic Advice | Quality Service |
| 100% Transparent | Expert in the Field |
Schedule a 15 Minute
Obligation-Free Appointment
with Matthew
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Matthew today.
What does the obligation free call include?
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: http://www.fsc.gi/regulated-entity/blacktower-financial-management-international-limited-3647.