Who we are:
SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2 billion under management.
Holistic financial planning is quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of retirement advice including advice on defined benefit schemes, defined contribution schemes, SIPPs, QROPS, QNUPS, annuities, and trust and estate planning. We hold both MiFID and IDD permissions.
What we have achieved:
SJB Global has thrived in all areas and has lead to winning us the following 3 awards:
- Best adviser firm established in under 3 years '20
- Excellence in digital innovation '21
- Excellence in professional development '21
It is common for expats to repatriate across the globe in search for higher incomes, lower tax rates and of course better weather.
However, many expats are not aware of the vast amount of financial benefits they can take advantage of whilst working or retiring overseas. Many expats have increased their earnings but are no longer able to contribute into their pension anymore. Working with a financial adviser can provide you with peace of mind that your finances and future are in order and that you can achieve the retirement and future that you desire.
We are independent financial advisers, which means we always work in the interest of our clients rather than our shareholders. We work with over 40 of the leading global institutions to ensure that we are always finding the right solution to your individual needs.
Company Details
- Employees
- 23
- Founded
- -
- Address
- Avenida De Andasol, Andasol Business Center,spain
- Phone
- +34 951 12 01 11
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sjb-global.com
- Keywords
- Financial Planning, Wealth Management, International Tax Planning, UK Pension Advice, Tax Efficient Investment Services, SIPP & QROPS Advice, Cross-Border Advice, Retirement Planning, Passive Investment Strategies, Cash Flow Modelling, DC & DB Pension Transfers, Estate Planning, Inheritance Tax Planning, Life Insurance, High-Net-Worth Individuals, Regulated Advice, Expat Financial Services, UK Expat Specialists.
- HQ
- Marbella, Andalusia
Sjb Global Questions
Sjb Global's helpline number is +34 951 12 01 11
Sjb Global's website is sjb-global.com
Sjb Global's LinkedIn profile is https://es.linkedin.com/company/sjb-global
Sjb Global has
23 employees.
View email and phone details for 23
employees at Sjb Global.
Sjb Global's industry is
Financial Services
Sjb Global's categories are Financial Services
Sjb Global's founding year is 2018
