sjb-global.com

5
5 Based on 41 reviews

We provide expert financial advice to expatriates across the globe, whether it's capital accumulated in pensions, savings or investments....

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Thomas Cosgrave
A very positive experience

As an expat living in Mexico I was looking for a SIPPS provider to manage a pension managed by ReAssure that had matured and was awaiting payment.I looked carefully at several SIPPS providers and after contacting them for info I was either not impressed by their response or by the quality of the data providedI then reached out to SJB Global and was delighted and impressed by their quick response. Living in Mexico I was assigned a specialist called Matthew Quinn.During the following 10 months as ReAssure mishandled my account Matthew was a godsend in that he stuck by me when really at times it seemed no progress was being made. His financial advice was significant and detailed but delivered in a way which did not overwhelm. He patiently answered the many questions I had and after a thorough review of my situation he recommended an investment plan based on my needs and responses to his questions. At no time did I feel pressured and if I was unsure on a particular point Matthew provided answers promptly.Matthew and the team of administrators went to incredible lengths to liaise with ReAssure and finally, as payment was made it went smoothly and my pension is now invested in a funds of Matthew's recommendation.I felt that Matthew went over and above the call of duty by providing a human touch as well as sharing his knowledge and advice. I am greatful to the team at SJB Global for their assistance and look forward to working with them for many years to come.I would not recommend a financial company lightly but my experience with SJB Global was overwhelmingly positive.

5
Date of experience: Dec 07, 2025

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