See What Our Clients Say

  • I have been assisted by Jake Barber for the past 2.5 years, reviewing my pension arrangements. I've been impressed by Jake's professionalism, and knowledge. Highly recommend.

    Richard Pollard Avatar Richard Pollard
    January 26, 2023

    I just conducted an annual financial Review with Jake Barber representing SJB. Jake is immensely knowledgeable on the holistic investment and retirement process. He can piece together the components... read more

    Bill McNinch Avatar Bill McNinch
    November 23, 2022

    I've had an excellent experience with SJB US. They helped recover significant funds from my early career in the UK that I had completely forgotten about. Highly recommended.

    Malcolm Bohm Avatar Malcolm Bohm
    January 23, 2023
  • Have dealt with SJB for 3+years after engaging them to help with consolidating UK Pensions to a SIPP (compatible with being a US Resident). Went with them after quite... read more

    John Marshall Avatar John Marshall
    December 23, 2022

    I came across SJB US on the web when I was looking to transfer a UK pension into a SIPP account. I did lots of research before approaching them and... read more

    Martin A Avatar Martin A
    February 2, 2023

    My wife and I have worked with Rob Hoey for over a year now. We have gone through the slow painstaking task of moving three UK plans to a SIPP... read more

    Rupert Allan Avatar Rupert Allan
    December 23, 2022

The testimonials are not representative of the experience of other clients and do not provide a guarantee of future performance or success or that you will have a similar experience. The testimonials provided are generally from clients but can be from individuals who are not clients and have not participated in our services. No cash or non-cash compensation has been issued to any person or entity leaving a testimonial or endorsement.

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