Jake Barber Email & Phone Number

Marbella Area, Spain

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… Show more 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 led to us winning the following 3 awards:- Best adviser firm established in under 3 years '20- Excellence in digital innovation '21- Excellence in professional development '21Key duties: Within my own roles at SJB Global, I look after the day to day operations and provide training and regular ongoing support to the financial advisers through our SJB Academy. This includes teaching and training in the following areas:- Time management skills- CRM management skills- Financial advice knowledge- Holistic financial planning skills- Client servicing- Goal setting for clients- Market commentary updates shared within the company and to clients - Conducting monthly one-on-one meetings with each adviser trying to work on any areas of improvement whether it be from prospecting, client specific situations or motivation. These meetings are where I provide real personal value to each adviser.Training is provided daily through our "SJB Global Huddle" meetings which typically last about 30 minutes long covering any of the topics listed above. On top of managing these roles, I also successfully look after high net worth clients across the globe.Website:Visit us at www.sjb-global.comEmail Address:jake.barber@sjb-global.comContact Number:+34951127210Reviews:Please see our Trustpilot reviews here: https://www.trustpilot.com/review/www.sjb-global.com Show less

United Kingdom

New York, New York, United States

Who we are:SJB US specialises in providing fee-based financial planning to British expats in the US or individuals who are UK connected and work under the largest financial adviser network outside of the UK with USD 2 billion under management. Holistic financial planning between the UK and the US is often quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of retirement advice including all types of pensions such as… Show more Who we are:SJB US specialises in providing fee-based financial planning to British expats in the US or individuals who are UK connected and work under the largest financial adviser network outside of the UK with USD 2 billion under management. Holistic financial planning between the UK and the US is often quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of retirement advice including all types of pensions such as defined benefit schemes, defined contribution schemes, overseas pensions such as QNUPS, annuities, and trust and estate planning. US domestic advisers often have limited knowledge meaning cross-border advisers like ourselves who specialise understanding the double taxation agreement between UK & US are extremely valuable.Key duties: Within my own roles at SJB US, I look after the day to day operations and provide training and regular ongoing support to the financial advisers through our SJB Academy. This includes teaching and training in the following areas:- Time management skills- CRM management skills- Financial advice knowledge- Holistic financial planning skills- Client servicing- Goal setting for clients- Market commentary updates shared within the company and to clients - Conducting monthly one-on-one meetings with each adviser trying to work on any areas of improvement whether it be from prospecting, client specific situations or motivation. These meetings are where I provide real personal value to each adviser.Training is provided daily through our "SJB Huddle" meetings which typically last about 30 minutes long covering any of the topics listed above. On top of managing these roles, I also successfully look after high net worth clients across the globe.Website:Visit us at www.sjb-us.comEmail Address:jake.barber.sjb-us@blacktowerus.comContact Number:+34951127210 Show less

Greater New York City Area

SJB US is a division of BFM (US) LLC and investment advisory services are offered through BFM (US) LLC.2017 marked a new frontier for The Blacktower Group as we made our entry into the US market with wealth management and financial advice for UK and dual-nationals who are resident in the United States. With a British approach and a largely British staff, coupled with in-depth technical and practical understanding of financial planning considerations in the US, we believe we… Show more SJB US is a division of BFM (US) LLC and investment advisory services are offered through BFM (US) LLC.2017 marked a new frontier for The Blacktower Group as we made our entry into the US market with wealth management and financial advice for UK and dual-nationals who are resident in the United States. With a British approach and a largely British staff, coupled with in-depth technical and practical understanding of financial planning considerations in the US, we believe we offer a unique service. The Blacktower Group has a 30-year heritage but is also an innovative and forward-thinking firm. Show less

United Arab Emirates

GWM is independent financial planning and wealth management services include, saving plans, lump sum investments, education fees planning, inheritance tax planning, retirement planning, overseas pensions & life assurance. GWM was my first role in the international financial services industry and I provided financial advice to expats in the UAE and Saudi Arabia. I learned a lot about self improvement and creating my own business processes and structures which led to me creating my own… Show more GWM is independent financial planning and wealth management services include, saving plans, lump sum investments, education fees planning, inheritance tax planning, retirement planning, overseas pensions & life assurance. GWM was my first role in the international financial services industry and I provided financial advice to expats in the UAE and Saudi Arabia. I learned a lot about self improvement and creating my own business processes and structures which led to me creating my own company.My main roles included:- Providing clients with financial advice in areas such as retirement planning, investment planning, UK pension transfers to SIPPs, Life Insurance and Repatriation advice for clients going back to the UK- Continued professional development was big as I needed to teach myself about the services we provided, the product providers we worked with and the fund selection allowed by the firm- Networking & Prospecting was required to generate new clients- Liasing with admin support Show less

London, United Kingdom

SG Capital Management offers clients a comprehensive service through a transparent, high contact relationship. With safe third party custody of assets and rigorous, independent research, investors can relax knowing their best interests are at the heart of everything SG Capital Management do. From stockbroking and trading to discretionary investment management, they can advise on a wide range of assets and markets for all your investment needs. An account with SG Capital Management allows you… Show more SG Capital Management offers clients a comprehensive service through a transparent, high contact relationship. With safe third party custody of assets and rigorous, independent research, investors can relax knowing their best interests are at the heart of everything SG Capital Management do. From stockbroking and trading to discretionary investment management, they can advise on a wide range of assets and markets for all your investment needs. An account with SG Capital Management allows you to trade almost every instrument including: • Worldwide Stocks • Bonds • Futures & Options • Commodities • Exchange Traded Fund and Exchange Traded Commodities - ETFs & ETCs They offer execution only, advisory and discretionary services to their clients to suit individual circumstances and requirements. Key duties for me included:- Portfolio Management- Index & ETF Trading- Stock Analysis Selection- Servicing Clients- Investment Management Show less