After having a bad experience worrying about an underperforming portfolio after moving my pension out of the UK (a QUROPS) I decided to make the changeover to it being... read more managed by SJB Global 2 years ago. They have turned the performance around, whilst at the same time listening to my needs and concerns and responding with clear and trustworthy communications. I am very happy I made the change!

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 Apprehensive but Daniel put my mind at rest and told me everything I needed to know(bad and good) Daniel has a great knowledge of anything Financial.but Especially with pensions.Daniel helped me through the whole process and it went so smoothly.Once all the paperwork was done(mainly by email) the lump sum I asked for came to my bank very quickly and now everything is in place Daniel keeps me updated every 6 months to tell me how my pension is fairing and if I need to change anything. If like me you need your pension sorted out and if you live abroad this is a fantastic company to sort everything out for you.I can't give my Financial advisor."Daniel Latimer" enough thanks for helping with my pension so now I can relax and enjoy my retirement knowing he is taking care of everything for me.If you do want to see what SJB Global has to offer you,ask to speak to Daniel Latimer and he will guide you through the whole process very professionaly . A very satisfied customer Adrian Churchill

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 Jake focused on reducing costs to save me money whilst simplifying my portfolio to ensure it meets my ongoing requirements. The regular quarterly reviews have been positive and overall I have found Jake to be a very professional and knowledgeable advisor, in light of my experience I have recently recommended SJB global to several of my friends.

very knowledgeable, transparent and always clear communication

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 really feel like I get that, plus the results have also exceeded my expectations. I would highly recommend both Lewis, as well as SJB

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 he is always available to talk, even for the silliest question! He always puts our minds at rest. Thank you.

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 my previous agent (DeVerre). Randal in particular has been excellent.

Following the decision to switch to SJB Global in 2020 Matthew Quinn has been there with professional advice, information and support every step of the way since. I would certainly recommend... read more SJB Global to acquaintances along with Matthew as a trusted advisor.

great service

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 to keep my losses to a minimum, and I have faith that once the chaos of the world today stabilises, he will make up for the challenges to date.

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 - a key target. My adviser kept me very well informed and provided specific additional information where I had a concern. The process of transferring was efficiently and very well managed.

We have been extremely impressed with the professionalism and quality of SJB Global. Randal has been our contact throughout the process of setting up our arrangements and he has shown... read more both a superb understanding of our requirements and concerns, has always been available to provide advice and has carefully gone through all of the procedures with us. Nothing has been rushed and everything is transparent. We would strongly recommend SJB Global for investment and pensions advice and solutions.

I’ve dealt with Lewis over the past few months and he has been great help in transferring my pension across. He was always very professional and patient, ensuring I fully... read more understood everything and kept me updated on the progress and next steps through the transfer process. Look forward to continue working with Lewis over the coming years.

Very good experience with SJB for pension and tax planning.

I have found the support and advise offered by Daniel Lattimer to be very clear, concise and accurate. I can highly recommend him.

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 highly professional and supportive manner in which Mr Gover dealt with our initial questions was an important factor in our selection of SJB over other providers with whom we had made initial contact. Mr Gover could not have been more accommodating and our subsequent meetings have been both cordial and productive. His explanations of issues initially out of our experience have been both clear and informative - he has gone out of his way to ensure that the implications of every decision we have made has been clearly understood. Mr Gover is a man in whom we have great trust and we have been impressed by his willingness to ensure he understandsus and our financial needs. His openness and his integrity have been key.

Following the decision to switch to SJB Global in 2020 Matthew Quinn has been there with professional advice, information and support every step of the way since. I would certainly... read more recommend SJB Global to acquaintances along with Matthew as a trusted advisor.

Alex Gover at SJB Global is a pleasure to work with. He is very professional, knowledgeable, and personable. I have no hesitation in recommending him and SJB Global. Alex advised... read more me on my options for transferring my private pension out of the UK and was fully transparent and trustworthy throughout. There are plenty of advisors who charge exorbitant fees and give bad advice, but Alex and SJB Global are not among them!

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.

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

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 initial phone call through to the finalization of the transfer I have experienced nothing but 100% professionalism from both Jake and Luke. On top of that they are both caring people who give you the feeling that they have all the time in the world for you, they explain things very clearly and are totally transparent when it comes to costs, something which my previous investment company were not. It is refreshing, especially in this industry to see such a different approach. Even though I have only been with SJB Global for 9 or so months I have already seen significant growth and I am very much looking forward to working with Luke and the team to grow further my portfolio in the future. I would highly recommend anyone who is feeling unhappy with there current investment performance to contact SJB Global. You will not be disappointed.

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 non expert like me, his patience, his ethical behaviors in explaining pros and cons of the different actions to be taken has been really a gift to me. I can not remember of any single case in which I left the call with Randal with question marks and with me it would have been very easy in his field. Kudos to him and a sincere pity that I had to close this collaboration for personal circumstances

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 process through. Great job

Great experience so far with Ben, always keeps me up to date and informed and also great at explaining things clearly when the information gets a bit technical!

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 approaching retirement without unnecessary stress. In an industry with far too many charlatans, I wouldn't hesitate to recommend SJB Global to anyone remotely concerned about the service they are getting from their financial advisor.

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 Apprehensive but Daniel put my mind at rest and told me everything I needed to know(bad and good) Daniel has a great knowledge of anything Financial.but Especially with pensions.Daniel helped me through the whole process and it went so smoothly.Once all the paperwork was done(mainly by email) the lump sum I asked for came to my bank very quickly and now everything is in place Daniel keeps me updated every 6 months to tell me how my pension is fairing and if I need to change anything. If like me you need your pension sorted out and if you live abroad this is a fantastic company to sort everything out for you.I can't give my Financial advisor."Daniel Latimer" enough thanks for helping with my pension so now I can relax and enjoy my retirement knowing he is taking care of everything for me.If you do want to see what SJB Global has to offer you,ask to speak to Daniel Latimer and he will guide you through the whole process very professionaly . A very satisfied customer Adrian Churchill

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 DEFINITELY recommend SJB GLOBAL if you want a better return on your investments and get a nice retirement pot ! Merci beaucoup Alex.