FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Jake
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Jake today.
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.
Jake was on hand throughout the process to explain the procedure and implications as well as to answer any questions. Excellent customer service – Fiona Birch
Let’s Introduce
Meet Jake Barber, a distinguished founder of a leading financial advisory firm with qualifications in the US, UK, and Europe. Featured in top publications like CNBC, Jake is not only a financial expert but also a devoted father to two children. His unique approach combines deep industry knowledge with a personal touch, making him a trusted advisor for navigating complex financial landscapes. Whether you need advice on international investments or estate planning, Jake is dedicated to providing tailored solutions that align with your goals.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Let’s Introduce
Meet Jake Barber, a distinguished founder of a leading financial advisory firm with qualifications in the US, UK, and Europe. Featured in top publications like CNBC, Jake is not only a financial expert but also a devoted father to two children. His unique approach combines deep industry knowledge with a personal touch, making him a trusted advisor for navigating complex financial landscapes. Whether you need advice on international investments or estate planning, Jake is dedicated to providing tailored solutions that align with your goals.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Jake was on hand throughout the process to explain the procedure and implications as well as to answer any questions. Excellent customer service – Fiona Birch
Information to Help You Succeed
Retire Abroad from the USA: Why More Americans Are Choosing International Retirement
Are you considering retirement abroad?...
Managing Your Finances as an American Retiree Abroad – U.S. Expat Guide
Financial planning is one of the most...
U.S. Estate Taxes for Expats: What You Need to Know (2025)
As a U.S. citizen, you are taxed on...
Schedule a 15 Minute
Obligation-Free Appointment
with Jake
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Jake today.
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
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.
