SJB Global provide financial planning to expatriates worldwide. We are independently owned which means we always act in the interest of the client.
Elviria, Marbella
Joined July 2019
- Tweets362
- Following118
- Followers31
- Likes170
Pinned Tweet
We are OVER THE MOON to have been awarded Best Adviser Firm Established Under Three Years!!
Thanks to everyone at SJB and all our clients who have made this possible. We've got a lot more in store to come!
bit.ly/33luuUS
#watchthisspace #advice #reputation #winners
UK-domiciled funds, also known as UK dom funds, offer a wide range of investment options such as equities, bonds, and real estate, all under one roof.
sjb-global.com/uk-domiciled-…
The bottom line is that tax planning and tax management are both important aspects of minimizing your tax bill. However, they require different skillsets and knowledge, so it’s important to understand the difference between the two.
sjb-global.com/tax-planning-…
#tax #taxplanning
With nearly half of UK workers unaware that their occupational pension will provide them with an income in retirement, now is the time for everyone to plan better.
There is always something that can be done to get you on the path to achieving your financial goals.
#plan
Inflation can be a worrying prospect, especially when it seems to be constantly on the rise. If you’re struggling to overcome inflation anxiety and make adjustments to your financial plan, read on for advice that can help you stay ahead of the curve.
sjb-global.com/worrying-abou…
Choosing the right expert for advice can be a stressful decision.
Find out how we can benefit you. We discuss our initial stages of engagement to help you feel at ease and to make the best possible decision for your portfolio.
sjb-global.com
#advice #options #choice
As an expatriate, you benefit from being able to transfer to a QROPS as well as a SIPP, but with legislation always changing it can be difficult to know which option is best for you.
Let us help you clear up the differences: sjb-global.com/sipp-vs-qrops…
#sipp #financialplanning
When most people think about investing, they automatically think of stocks and bonds. But what is the real difference between these two types of financial instruments?
#stocks #bonds #invest #finance
sjb-global.com/stocks-bonds-…
"Above and beyond" Our advisers are always exceeding expectations, we love seeing reviews like this and making our clients happy!
Great work Alexl!
#review #happyclient #advice #Team
If you are a tax resident in France, retired in France, or thought about moving to France, you may have asked yourself “What should I do with my UK pension?”.
sjb-global.com/should-i-tran…
Many are unsure of how the lifetime allowance works or what they should do to stay below the allowable limit. This article provides an overview of the Lifetime Allowance and explains how you can protect yourself from exceeding it.
sjb-global.com/understanding…
If you’re just starting out in the investment world and feeling a little lost, don’t worry. We’ve got you covered. Let's look at and discuss four questions you should ask yourself before making your first investment: sjb-global.com/types-of-inve…
#invest #investment #portfolio
As a stay-at-home parent, you are the unsung hero of your family. But what happens when something tragic happens and you can no longer provide for your family?
sjb-global.com/protecting-pa…
The secret to long-term success lies in teaching children.
One important way to do that is by teaching them how to handle money wisely.
Here are tips to help you get started.
sjb-global.com/tips-to-make-…
What's the best way to protect yourself against inflation?
We discuss 4 questions that you should be asking yourself.
#inflation #finance #advice #money
sjb-global.com/the-impact-of…
Finance is a complicated topic, but we’re here to simplify it for you.
Let us help you take control!
sjb-global.com
#wealth #building #pension #invest
Our 6-step approach to getting you back on track:
Find out more here: bit.ly/3DI7dMu
#invest #tips #wealth #assets
It is estimated that over 50,000 members leave their schemes every year. However, these transfers can be complex and risky. When considering a transfer, it is important that members receive as much support as possible.
sjb-global.com/pension-trans…
As more people become aware of the impact their money can have on companies and supply chains, they’re increasingly interested in investing in companies that align with their values.
Read more in our recent update:
sjb-global.com/sustainable-i…
When we talk about retirement, you may feel unsure or overwhelmed at first glance. We discuss three main barriers you may face when saving for later life.
Read more here: bit.ly/3MDhe2s
#retirement #saving #goals
