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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
January 26, 2023I 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 into a very robust and tax efficient plan. He is also extremely honest and candid about subjects he might not be most familiar with. Jake is a truly consummate professional and I would strongly recommend talking with him.
Bill McNinch
November 23, 2022 -
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 a bit of research, very important was their SEC registration. They got the job done in very transparent & professional manner. Ongoing, same level of service. I can strongly recommend them as Financial Advisers
John Marshall
December 23, 2022I 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 they passed scrutiny from both my US financial advisor and my UK financial advisor. However as neither could legally advice me I knew the final decision had to be by me. The affiliations to the correct government approved entities and the appropriate certifications that are posted on their website helped allay any fears. Robert Hoey at SJB US helped me through every step of the process and at no stage did he ever try to move me outside of my comfort zone. He was very patient and took time to educate me on the way. As with any transfer I had to go through lots of paperwork and milestones so that the UK pension watchdog was happy that I was not doing my transfer under duress nor that I was the victim of a scam. Now two years later I look back and know I made the right decision in using SJB US. Robert is still very much part of the quarterly review process of my investment strategy. Rob and the RJB team is very responsive to my emails and is very much part of my overall investment team.
Martin A
February 2, 2023My 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 and Rob has guided us through each step, patiently and clearly explaining the reason behind every step and preparing the necessary paperwork. He has also worked continually on our behalf with the three companies who had managed my pensions who were always slow to do what was needed until Rob prodded them back into action. In addition Rob spent a lot of time with us looking at our retirement plans and assets and put together a lot of reports on how our desired lifestyle could be reached if we put in place the appropriate planning . I would wholeheartedly recommend Rob Hoey to anyone considering going on the same journey that we have just gone through.
Rupert Allan
December 23, 2022
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