FINANCIAL ADVICE

Your Goals,
Our Mission

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.

I have been a client of SJB Global for the past 3 years and, during that time, Matt Quinn has worked diligently to safeguard my portfolio, advising (but never pushing) which direction I should take my investments – Rob Leach

Let’s Introduce

Matthew Quinn has a vast array of experience in financial advice having worked on the ground in Switzerland and Austria. He decided to move to SJB to advise in a more global capacity and to deal with a more varied and diverse client base. His specialities include pension planning for non-UK residents, whether or not they intend to return to the UK or remain overseas. As a law graduate, he also enjoys charting people’s retirement journeys and assisting through tax and succession planning.

Matthew is qualified to provide advice under the Chartered Institute of Securities and Investments.

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

Let’s Introduce

Matthew Quinn has a vast array of experience in financial advice having worked on the ground in Switzerland and Austria. He decided to move to SJB to advise in a more global capacity and to deal with a more varied and diverse client base. His specialities include pension planning for non-UK residents, whether or not they intend to return to the UK or remain overseas. As a law graduate, he also enjoys charting people’s retirement journeys and assisting through tax and succession planning.

Matthew is qualified to provide advice under the Chartered Institute of Securities and Investments.

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

I have been a client of SJB Global for the past 3 years and, during that time, Matt Quinn has worked diligently to safeguard my portfolio, advising (but never pushing) which direction I should take my investments – Rob Leach

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?

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.

SJB Global