Financial Planning for Expats in Spain – SJB Global
Relocating to Spain from the UK or USA? Whether you’re planning your retirement, managing investments, or seeking tax-efficient financial solutions, **SJB Global** provides expert financial planning to make your transition seamless.
Why Choose SJB Global?
Expat Financial Experts
Specializing in retirement, investment, and tax planning for expatriates, ensuring your wealth is secure and optimized.
Award-Winning Advisory
Recognized as the “Best Financial Advisory Firm in Europe” with over 300 five-star reviews.
Transparent Fee Structure
A regressive fee model means the more you invest, the lower your costs, ensuring cost efficiency.
Interviews & Webinars with Jake Barber
SJB Global & SpainGuru Webinar
Recorded session – 19 January 2026.
Watch Out for These Money Surprises!
Essential advice for those planning a move to Spain.
Mastering Your Finances as an Expat
Strategies for long-term wealth management in Spain.
SJB Global Reviews on Trustpilot
“Jake has been very patient in explaining the various scenarios and options open to me as a UK citizen residing in Spain.”
“Excellent advice, very professional and outstanding customer service.”
“I have been with them for over 10 years dealing with my pension and investments. Highly recommend.”
Comprehensive Financial Planning
Our 5-step process ensures your financial success:
Define Your Goals
Identify and prioritize financial goals like retirement and estate planning.
Analyze Position
Understand your income, assets, liabilities, and risk profile.
Develop Strategy
Create a tailored financial plan based on your needs.
Implement Plan
Execute recommendations like pension transfers or investments.
Ongoing Monitoring
Receive quarterly updates and annual reviews to stay on track.
Investment & Wealth Management
Customized Strategies
Stocks, ETFs, and offshore bonds tailored to your objectives.
Risk Profiling
Portfolios that align perfectly with your investment horizon.
Ongoing Reviews
Continuous monitoring to keep your financial plan optimal.
UK Pension Transfers
Have a UK pension worth £100k+? Avoid paying up to 45% UK tax.
- Leave it in the UK
- Transfer to a QROPS
- Transfer to a SIPP
Absolute Transparency: Low Fees
We operate on a fee-based structure where the more you invest, the lower your costs.
- 💡 No hidden charges or commissions.
- 💡 Costs often 50% lower than competitors.
- 💡 Family-based fee benefits.
