FINANCIAL ADVICE
Your Goals,
Our Mission
Committed to providing an expert and personal experience as we work with you to become financially prepared throughout your life transitions.
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’ve worked with Daniel Lattimer at SJB for a couple of years now. He was and continues to be helpful, knowledgeable, and responsive. The recommendations are logical and are based on a proper review and understanding of my risk profile.
Let’s Introduce
Daniel Lattimer began working for SJB when it first started in 2018 and is now a Senior Financial Adviser. He has over 16 years of experience in retirement planning and 7 years in financial advice. He has done multiple examinations across different jurisdictions, including the Cyprus Advanced certificate and the US Series 65 exam.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Let’s Introduce
Daniel Lattimer began working for SJB when it first started in 2018 and is now a Senior Financial Adviser. He has over 16 years of experience in retirement planning and 7 years in financial advice. He has done multiple examinations across different jurisdictions, including the Cyprus Advanced certificate and the US Series 65 exam.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
I’ve worked with Daniel Lattimer at SJB for a couple of years now. He was and continues to be helpful, knowledgeable, and responsive. The recommendations are logical and are based on a proper review and understanding of my risk profile.
Schedule a 15 Minute
Obligation-Free Appointment
with Daniel
Get expert advice at no cost or obligation. Explore your options and ensure financial security.
What does the obligation free call include?
An initial 15-minute introduction call explaining our services and how we can help.
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
Area we help with including:
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.
