FINANCIAL ADVICE
Schedule a 15 Minute
Obligation-Free Appointment
Get expert advice at no cost or obligation. Explore your options and ensure financial security.Â
Committed to providing an expert and personal experience as we work with you to become financially prepared throughout your life transitions.
Free Guides
To help expatriates understand often complex financial products and services, SJB US has created a series of detailed tax and residency guides
UK Pension Transfer Guide
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser. Get the most out of your UK pension with our free guide.
2024 Guide to 401(k) & Retirement Plans in the U.S
Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S. for 2024. Maximize your retirement savings with expert advice.
Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
Learn how tax-loss harvesting can reduce taxable income, offset gains, and optimize portfolio performance. Consult a financial advisor to maximize benefits.
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.
Schedule a 15 Minute
Obligation-Free Appointment
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
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Note: Minimum managed assets for SJB US is £100,000 or currency equivalent.
