FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
with Rob
Get expert advice at no cost or obligation. Explore your options and ensure financial security. Schedule a review with Rob 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.
Rob Hoey has been proactive in bringing wise ideas to the table, his down to earth approach is very much appreciated as he does not bamboozle me in financial jargon which previous advisers at other institutions had done
Let’s Introduce
He holds the qualified adviser status in multiple countries, with a multitude of exams including UK DipFA Level 4, United States Series 65 and the CySec Advanced qualification in Europe. He also holds a bachelor’s degree in Banking & Finance. (Full list of qualifications available on request)
Outside of working life, Rob is a keen sportsman, historically playing rugby at a high level.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Let’s Introduce
He holds the qualified adviser status in multiple countries, with a multitude of exams including UK DipFA Level 4, United States Series 65 and the CySec Advanced qualification in Europe. He also holds a bachelor’s degree in Banking & Finance. (Full list of qualifications available on request)
Outside of working life, Rob is a keen sportsman, historically playing rugby at a high level.
Holistic Advice
100% Transparent
Regulated Worldwide
Quality Service
Expert in the Field
Rob Hoey has been proactive in bringing wise ideas to the table, his down to earth approach is very much appreciated as he does not bamboozle me in financial jargon which previous advisers at other institutions had done
Information to Help You Succeed
Navigating State Pensions
A Short Guide for Expats Understanding state...
Schedule a 15 Minute
Obligation-Free Appointment
with Rob
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.
