FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Randal
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Randal 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 can not remember of any single case in which I left the call with Randal with question marks and with me it would have been very easy in his field
Let’s Introduce
Randal Stephens values working together closely with his clients to help them achieve their long term goals. Being a financial adviser is much more than constructing investment portfolios and explaining how these are performing in line with the markets. Through working together with his clients he finds great joy in helping them realise and picture their long term goals and working with them to achieve these whilst also building structures that will safeguard their assets for their family.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Let’s Introduce
Randal Stephens values working together closely with his clients to help them achieve their long term goals. Being a financial adviser is much more than constructing investment portfolios and explaining how these are performing in line with the markets. Through working together with his clients he finds great joy in helping them realise and picture their long term goals and working with them to achieve these whilst also building structures that will safeguard their assets for their family.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
I can not remember of any single case in which I left the call with Randal with question marks and with me it would have been very easy in his field
Information to Help You Succeed
How is Your UK Pension Taxed Overseas?
Navigating bureaucracy is often a challenge when...
Schedule a 15 Minute
Obligation-Free Appointment
with Randal
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.
