Sjb Global
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.
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Verified contacts
19
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- RS
Randal Stephens
Senior Independent Financial Advisor · Finance & Accounting
EmailPhone - FL
Francesca Louise Marrison
Head of Administration · General Business & Management
EmailPhone - LC
Liam Cordrey
Head of Operations · Operations
EmailPhone - LC
Liam Cordrey
Head of Operations · Operations
EmailPhone - BE
Ben Eccles
Senior Financial Advisor · Finance & Accounting
EmailPhone - DL
Daniel Lattimer
Senior Independent Financial Adviser · Finance & Accounting
EmailPhone - LC
Larisa Cuervo Saenz
Business Development Manager Admin Support at Sjb Global · Other
EmailPhone - AG
Alex Gover
Senior Independent Financial Adviser · Finance & Accounting
EmailPhone - GS
George Symes
Independent Financial Adviser · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Sjb Global
12 distinct titles indexed · top 10 shown.
- 2cross boarder financial planning
- 2head of operations
- 2independent financial adviser
- 2senior independent financial adviser
- 1administrative assistant
- 1administrator
- 1associate financial advisor
- 1business development manager admin support at sjb global
- 1cajero bancario
- 1head of administration
- +2more titles
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