Who Are SJB US?
Helping British Expats in the US Navigate Cross-Border Finance with Confidence
With over 1.3 million Brits now living in the United States, it’s no surprise that managing finances across two very different systems can be overwhelming. That’s where we come in.
At SJB US, we specialise in bridging the gap between UK and US financial systems—helping you make the most of cross-border opportunities while avoiding costly compliance traps. Whether it’s pensions, tax efficiency, savings, or long-term planning, we build personalised strategies that reflect your unique situation.
What Makes Us Different?
- Holistic, personalised advice tailored for expats
- Expertise in UK and US financial systems
- Independently owned – no shareholders, just your best interests
- Global reach, serving clients in over 100 countries
- Transparent fees and qualified advisers who actually listen
No matter your stage of life—single, married, or raising a family—we’re here to simplify your finances and boost your confidence in your future. We don’t do cookie-cutter solutions. We do smart, strategic planning that gives you clarity, flexibility, and peace of mind.
We can help in all aspects of your finances such as retirement planning, tax-efficient investments, insurance policies, mortgages, and many more.
We work with the most financially sound and regulated institutions to ensure your capital is always secure and managed effectively. The institutions we 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.
We can give you access to some of the world’s most established fund managers to ensure your money is invested in areas with a proven track record. With over 40,000 funds available, you may also benefit by receiving these funds at a lower cost due to institutional buying power.
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.
