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SJB Global

Financial Services

Specialities :
Financial planning
Wealth management
International tax planning
Uk pension advice
Tax efficient investment services

+13

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About SJB Global

What does Sjb global do?+

Who we are: SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2 billion under management. Holistic financial planning is quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of retirement advice including advice on defined benefit schemes, defined contribution schemes, SIPPs, QROPS, QNUPS, annuities, and trust and estate planning. We hold both MiFID and IDD permissions. What we have achieved: SJB Global has thrived in all areas and has lead to winning us the following...

What are Sjb global's specialties? +

Financial planning,wealth management,international tax planning,uk pension advice,tax efficient investment services,sipp & qrops advice,cross-border advice,retirement planning,passive investment strategies,cash flow modelling,dc & db pension transfers,estate planning,inheritance tax planning,life insurance,high-net-worth individuals,regulated advice,expat financial services,and uk expat specialists

What is Sjb global's industry? +

Sjb global operates in the Financial services industry.

What is Sjb global's revenue? +

Sjb global's revenue is 11m - 100m

What is Sjb global's company size? +

Sjb global has 11 - 50 employees.

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