FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Alex
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Alex today.
Are You in the Optimal Position?
Are You in the Optimal Position?
Qualification
A quick call to see if and how you can benefit from our services.
Review
If you already have a portfolio we can do a review, if not we will look at your whole financial picture and outline your goals together.
Recommendation
Your tailored portfolio gives an overview of how you’ll work toward your financial goals. Here you decide if you’d like to go ahead.
Onboarding
You will be taken through all the necessary steps so you know what to expect.
Service
Continuous high-quality service. Expect quarterly updates, regular contact and a yearly review of your portfolio.
I received excellent personalised service & advice from Alex. He went above and beyond to listen to my needs and propose a custom investment plans suited to my needs, earning my trust along the way. I’m very satisfied with everything and would highly recommend him
Let’s Introduce
Alex Gover is a Senior Financial Adviser at SJB Global with experience working with people across the globe. He specialises is retirement and investment planning with a focus on cheap but efficient solutions. Having joined SJB in 2020 and having worked his way up through the SJB academy, he has developed a keen interest in focusing on the clients unique needs to produce client tailored solutions.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Let’s Introduce
Alex Gover is a Senior Financial Adviser at SJB Global with experience working with people across the globe. He specialises is retirement and investment planning with a focus on cheap but efficient solutions. Having joined SJB in 2020 and having worked his way up through the SJB academy, he has developed a keen interest in focusing on the clients unique needs to produce client tailored solutions.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
I received excellent personalised service & advice from Alex. He went above and beyond to listen to my needs and propose a custom investment plans suited to my needs, earning my trust along the way. I’m very satisfied with everything and would highly recommend him
Information to Help You Succeed
Should I Transfer My Pension If I Live Outside of the UK?
Expatriates often contemplate whether...
Schedule a 15 Minute
Obligation-Free Appointment
with Alex
Get expert advice at no cost or obligation. Explore your options and ensure financial security.
What does the obligation free call include?
We go through a fact-finding exercise so we can then provide a full financial planning report including a personalised retirement forecast with future projections and work out how on track you are.
Lastly, we will provide a recommendation on any areas where we feel you could improve.
Who is SJB US and meet your adviser
Our regulations, Independence and Fees
Our process from start to finish
Areas we help with include:
UK Pension Advice
Retirement Planning
Investment Planning
Tax Planning
US Expat Services
International Estate Planning
Note: Minimum managed assets for SJB US is £100,000 or currency equivalent.
