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.

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.

What Steps You Can Take to Improve Your Chances of Achieving The Retirement You Deserve Today

When it comes to planning for retirement, there are a few key things you need to keep in mind. First, you need to make sure you have enough money saved up to cover your costs. This includes everything from your mortgage or rent payments to your food and utility bills. Next, you need to think about how much income you will need to cover your retirement expenses. This will vary depending on your lifestyle and where you plan to retire.

Rising Interest Rates Spark Stock Market Boom as Savers Struggle to Keep Up With Inflation

The global economy is on the upswing, with most central banks hiking interest rates in an attempt to tackle inflation. Inflation is much higher than the savings rate at the moment, meaning savers are losing money to inflation every day. Investors are forced to take risks just to keep up with inflation.

What Should Advisers Expect From The Spring Statement 2022?

Hearing about the Spring Budget or Statement? You’re not alone. The finance sector is always on edge when it comes time for these statements, as people know that there will be some sort of new tax law soon which may have positive or negative consequences. This year might seem like an exception though – with little information released so far by HM Treasury and none since Rishi Sunak spoke at length before his Autumn 2021 Budget Address last month! With the cost of living going up and little sign that things will improve anytime soon, many people are wondering what measures might be taken by Chancellor George Osborne to help ease their pain.

Why Should You Consider Transferring Your Defined Contribution Pension?

The main reasons for transferring a money purchase or defined contribution pension are as follows:

• Drawdown Options
• Currency
• Investment Selection

Other reasons can include:
• Receiving advice throughout retirement
• Consolidation of all pension ports

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.

Request a Callback

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