Who Are SJB US?
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 to your own personalized plan.
Whatever your financial needs and regardless of whether you are single, married, or with a family, we can cater to you to ensure you have a higher likelihood of achieving your retirement and financial planning goals. We provide unrivaled customer service and competitive fees from qualified advisers.
SJB US provides financial planning to expatriates living in over 100 countries worldwide. We are independently owned which means we always act in the interest of the client rather than the shareholders. Our qualified and experienced advisers will help you outline a clear financial plan based on your own needs and circumstances.
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.
