Jake Barber

Background

About Jake Barber

Co-Founder & CEO of SJB. I founded SJB in 2018 with the main focus of providing Retirement, Investment & Tax Planning for British & US Expats or Expats with a UK or US background. We had a vision of bringing a Fee-based Financial Advice Model to the Expat Financial Services Industry and have been extremely successful in building a Financial Planning Practise based on Cross-Border Advice Being headquartered in Marbella, Spain, we decided from the offset to provide all of our advice remotely via telephone or video call due to our client market being global. This turned out to be of huge value when the pandemic started and led to myself being interview by a leading platform provider in the UK to share with financial advisers on how to be a successful financial adviser working remotely. I specialise in the follow areas- International Financial Planning - Pension Advice (QROPS, SIPP, QNUPS)- Retirement Planning - Tax Planning - Investment Management - Estate & Inheritance Tax Planning for High-Net-Worth Individuals - Education Planning - Offshore Trusts - International Wills - US Retirement Assets (401k, IRA, Roth) Our slogan "Striving for a better world" is consistently talked about within the company and we feel that our company culture is what really sets us apart as respect, integrity and honest are paramount to our success 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 Qualifications: Fully qualified financial adviser through CISI (UK), CySEC (Cyprus) NASAA (USA) Website: Visit us at Visit us at Email Address: jake.barber@sjb-global.com jake.barber.sjb-us@blacktowerus.com Skype: My Skype ID is +34671237259 Contact Number:+34951127210 Reviews: Please see our Trustpilot reviews here: