SJB Global

SJB Global (Italy)

About Us

SJB Global is an awarding winning regulated financial advisory firm specialising in helping expats with all areas of financial planning. All of our advisers are qualified in the UK, Europe (and some in the US) with a great understanding of the cross-border complications that Spain brings and our job is to make sure we can simplify your finances in the most tax efficient way as possible. Spain can be an extremely tax advantageous country if you invest in the right vehicles which are available with SJB Global.

We won an award for being the “Best financial advisory firm in Europe” and have an outstanding reputation with over 300 reviews, 95% are 5 star and 5% 4 star and none below. This is because we make sure our service remains our priority as once clients come on board with SJB Global, they rarely leave. We work on a regressive fee-based model meaning the more you invest, the cheaper your fees are.

What we offer is an initial 15 minute obligation free appointment where we give you a brief overview of who we are, how we operate, areas we can help you with and how our process works from start to finish. Contact us today to find out more.

 

Location

Avenida Andasol Elviria
29604
Marbella
Malaga
Spain

Services

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • UK Pension Advice (DCs, DBs, SIPPs, QROPS)
  • US Expat Services
  • International Estate Planning

Testimonials

SJB Global (Italy)

"I have been a client of SJB Global for over 4 years. Jake Barber and the team have provided excellent guidance and support during this time. As a result, I'm approaching retirement without unnecessary stress. In an industry with far too many charlatans, I wouldn't hesitate to recommend SJB Global to anyone remotely concerned about the service they are getting from their financial advisor."


"I received excellent personalised service & advice from Alex. He went above and beyond to listen to my needs and propose a custom investment plans suited to my needs, earning my trust along the way. I'm very satisfied with everything and would highly recommend him."

 

"Great engagement from Lewis Sell, clear communication and good advice from the outset. They listened to my requirements and provided multiple options while outlining the pros & cons of each. Everything was completed with minimal fuss and guidance given at every step!!"

I'm very satisfied with everything and would highly recommend him.