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 for Spanish residency.
✅ Award-Winning Advisory Services – 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.
✅ Cross-Border Financial Compliance – Expertise in FATCA-compliant financial planning for US expats and tax-efficient strategies for UK pension transfers.
Bruno from Spainguru interview Jake Barber, founder of SJB Global
Some of SJB Global Reviews on Trustpilot
Comprehensive Financial Planning Tailored to You
The 5 Steps to Your Financial Success
1️⃣ Define Your Goals – Identify and prioritize financial goals like retirement, estate planning, and education funding.
2️⃣ Analyze Your Financial Position – Understand your income, assets, liabilities, and risk profile.
3️⃣ Develop a Strategy – Create a tailored financial plan based on your personal needs and objectives.
4️⃣ Implement the Plan – Execute recommendations such as pension transfers, investment strategies, or tax-efficient savings plans.
5️⃣ Ongoing Monitoring & Adjustments – Receive quarterly updates and annual reviews to stay on track.
Investment & Wealth Management
💰 Customized Investment Strategies – Stocks, ETFs, mutual funds, offshore bonds, and more.
📊 Risk Profiling – A tailored portfolio that aligns with your investment horizon and risk appetite.
🔄 Ongoing Reviews – Market conditions change, and so should your investment strategy.
UK Pension Transfers – Maximize Your Retirement Funds
Have a UK pension worth £100k+? Now living abroad? Avoid paying up to 45% UK tax and pass 100% of your pension to your beneficiaries tax-free. Options include: ✔ Leave it in the UK ✔ Transfer to a QROPS (Qualifying Recognized Overseas Pension Scheme) ✔ Transfer to a SIPP (Self-Invested Personal Pension)
Absolute Transparency: Low Fees, No Hidden Charges
At SJB Global, we believe in complete transparency when it comes to fees. Unlike commission-based models, we operate on a fee-based structure where the more you invest, the lower your costs. Our tiered and regressive pricing ensures cost efficiency while keeping your interests aligned with ours.
💡 Know exactly what you pay – No hidden fees or unexpected charges. 💡 Cost-effective model – Our charges are often 50% lower than many competitors. 💡 Family-based fee benefits – Investing together with family or referring friends can further reduce costs.
