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.

SCHEDULE AN APPOINTMENT
We are rated on: Google Trustpilot

Welcome to SJB Global

Are you a UK expat looking for clear, practical financial advice to make the most of life abroad? You’re in the right place.

See What Our Clients Say

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

    Bogdan Bienkowski Avatar Bogdan Bienkowski

    Worked with Robert Hoey who arranged my Pensions and Investments details in a patient professional manner. Robert has impressed me with his knowledge and understanding of my situation and my... read more

    Geoffrey Rea Avatar Geoffrey Rea

    Friendly and efficient. Sam was incredibly patient with me and spent a lot of time discussing my savings and pension objectives before making his recommendations.

    Sue Kaye Avatar Sue Kaye
  • 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.

    Chris Marsden Avatar Chris Marsden

    I dealt with Piers Kemp who was extremely knowledgeable, approachable, swift to react to my queries (even the repetitive ones that he'd previously covered!) and, importantly, patient. It was a... read more

    Woody Maynard Avatar Woody Maynard

    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

    Adrian Churchill Avatar Adrian Churchill
  • Down to earth financial advice, and fees that don't cost the earth.

    Peter Nutt Avatar Peter Nutt

    Piers made my portfolio grow ad cut those toxic investments that otherwise would have gotten me into financial trouble. I'm very lucky to be a customer.

    Tatyana van 't Hof-Minayeva Avatar Tatyana van 't Hof-Minayeva

    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

    Alfonso Gentile Avatar Alfonso Gentile
  • Great experience using Ben at SJB global. Made it so easy to draw down funds, great timely communication with the added complexity of a 11 hour time difference. More importantly... read more

    R S Avatar R S

    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

    Sharon Tett Avatar Sharon Tett

    I have corresponded and spoken on the phone with Piers Kemp. His client service skills hit the top marks. He is professional, helpful, kind, polite, and knows what he is... read more

    Kristiina St.Croix Avatar Kristiina St.Croix
  • Very good experience with SJB for pension and tax planning.

    Dave Lea Avatar Dave Lea

    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

    Graham Clark Avatar Graham Clark

    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

    Glenn Vaughan Avatar Glenn Vaughan
  • 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

    Roslyn Kelly Avatar Roslyn Kelly

    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

    Martin Kelsey Avatar Martin Kelsey

    Thoroughly satisfied in the service, no hesitation in recommending Lewis and the team.

    Iain Powell Avatar Iain Powell
  • Outstanding customer service - really happy.

    Olaf Ulrich Avatar Olaf Ulrich

    It is now been almost 18 months that I have been working with Matthew from SJB monitoring and advising on my pension policy. The support I am getting from Matthew... read more

    Iyad Hindawi Avatar Iyad Hindawi

    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

    Adam Smith Avatar Adam Smith
  • 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

    Paul Simms Avatar Paul Simms

    Whilst early in my journey with SJB I have been very impressed by the knoweldge, perseverance and professionalism I have benefited from as a client of Ben Eccles. Whilst there... read more

    John Enoch Avatar John Enoch

    Excellent service Lewis was fantastic to deal with on all matters

    Steve Weston Avatar Steve Weston
  • 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

    Dan Avatar Dan

    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)... read more

    Rob Leach Avatar Rob Leach

    Sound advice and guidance always from SJB Global. This professional outfit have a great perspective of the markets and I feel secure my investments are managed by these guys.

    Peter Lacken Avatar Peter Lacken
  • 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

    Darren Nash Avatar Darren Nash

    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

    Kevin Mace Avatar Kevin Mace

    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

    James Doyle Avatar James Doyle
  • 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

    Paul Simms Avatar Paul Simms
  • 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

    Darren Nash Avatar Darren Nash
  • 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

    Martin Kelsey Avatar Martin Kelsey
  • 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

    Paul Simms Avatar Paul Simms
  • Friendly and efficient. Sam was incredibly patient with me and spent a lot of time discussing my savings and pension objectives before making his recommendations.

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

    Sue Barley Avatar Sue Barley
  • Since start of using SJB Global in 2018, I've restructured my pension and savings plans. Professional knowledge, experience and understanding of different available products has enabled me to make... read more

    Paul Austin Avatar Paul Austin
  • 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

    Roslyn Kelly Avatar Roslyn Kelly
  • I dealt with Piers Kemp who was extremely knowledgeable, approachable, swift to react to my queries (even the repetitive ones that he'd previously covered!) and, importantly, patient. It was a... read more

    Woody Maynard Avatar Woody Maynard
  • Sound advice and guidance always from SJB Global. This professional outfit have a great perspective of the markets and I feel secure my investments are managed by these guys.

    Peter Lacken Avatar Peter Lacken

Free Downloadable Resources for Expats

Choose the guides that interest you — fill in the form once to unlock access to all of them.

Your Future Plans, the Whole Picture

Honesty

Absolute Transparency
About your situation, the costs, the limitations, risks, and the time it takes.

About You

Your Best Interest
No motivation due to commissions from third parties. As your investments grow, so does our compensation. Our interests are aligned to provide you with the best possible outcome.

Expertise

True Advisers
You will be supported by accredited, experienced, and passionate people with the best tools.

Fee-Only

Fiduciary
No hidden charges, and the more you invest, the lower the cost.

Quality Service

Accountable
To provide you with the knowledge you need to succeed through all life transitions. Not just being told what to do, but to be in control and up to date every step of the way.

Holistic

The Whole Picture
A tailored plan is created based on all aspects of your personal and financial life to help you stay on track to meet your goals.

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.

Solutions to Help You Succeed

Your Country Specific Guides

Local legislation can make it tricky to know what to do with your pensions, investments, and inheritance – particularly if you’re a UK non-resident. Click your residency below for plenty of up-to-date information about your local tax legislation and how it affects you and your finances. Please note, that we have expertise in dealing with clients’ financial affairs across the globe and are not just limited to the below jurisdictions.

Featured Articles

Contact Us