Financial Planning Services

SJB US offer financial advice for UK and dual-nationals who are resident in the United States. If you are looking for proven professionalism and attention to detail to help you achieve your financial aspirations, consider SJB US today.

With an international approach along with an in-depth technical and practical understanding of financial planning considerations in the US, we believe we offer a unique service, especially for British individuals living in the US. We work with clients across the world and have our head office in Spain.

The SJB US Approach

There are 1.3 million Brits living in the United States and what we do at SJB US is bring together the management of UK and US assets taking into account the relevant cross-border regulatory opportunities and restrictions. The change from UK financial services to a US equivalent can be something of a rude awakening and our job is to create a holistic plan that caters your own personalized plan.

Whatever your financial needs and regardless of whether you are single, married or with a family, we can cater for you to ensure you have a higher likelihood of achieving your retirement and financial planning goals. We provide unrivalled customer service and competitive fees from qualified advisers.

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Qualifications

Every adviser working for SJB US is registered with the U.S. Securities Exchange Commission (SEC) and is a Registered Investment Adviser (RIA) holding their Series 65 License. These experienced advisers bring broad knowledge sets and adhere to robust ethical practices to help you outline a clear financial plan based on your own needs and circumstances. We are a young, experienced, passionate team that strives to create a better world by trading ethically and putting clients first.

Independence

SJB Global is an independently owned company, which helps us to always act in the interest of our clients, rather than any shareholders or outside interests. The institutions we choose to work with are based in some of the most highly regulated and tax-efficient jurisdictions worldwide, and with some of the highest credit ratings and reputations.

Worldwide

SJB US is a young, innovative and dynamic independent financial advice provider with a truly global outlook. As specialists in the field, we provide a unique cross border advice service between the UK and the US, enabling us to tailor your own plan to your own situation.

Our Latest News

Read more from our blog and keep up to date on the latest market trends.

How SJB US conduct an X-Ray Review

Here at SJB US, we pride ourselves on putting our clients first. One of the initial stages of our engagement with someone before they are client takes the form of an ‘X-Ray Review’. This comprises a deep dive into your existing financial arrangements in the hope of helping you to make the best possible informed decision for your portfolio.

How British Expats in the USA are Impacted by the 2021 UK Government Budget

This article will help you understand why budget changes have come into force as well as how they affect UK expats that reside in USA

What options do I have with my Shell Overseas Contributory Pension Fund?

The Shell Pension Scheme, the non-UK scheme being the Shell Overseas Contributory Pension Fund (aka SOCPF), has consistently been targeted by scammers due to the lack of advice requirements to transfer away. Unlike a UK defined benefit scheme, this scheme does not require FCA regulated advice to transfer away.

Applying for an NT Tax Code

An NT (no tax) code is granted to individuals who receive UK-sourced income and reside in a country that has a double taxation agreement with the UK. Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the grounds that you are non‐resident.

Request your FREE call TODAY to find out how you can benefit from our services

What does a call include?

  • Explain our service and what makes us different
  • See what areas we cover in your jurisdiction
  • Discuss your financial objectives
  • Provide a thorough review and recommendation
We do all of this for free with no obligation and include a full fee breakdown, covering all fees for if you decide to proceed. These fees only apply if you decide to take our advice after this point, which depends on the level of service and type of financial advice you require.

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