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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Russ Kelly
Supportive, friendy and sympathic: excellent service

Our contact with SJB Global has been with Randal Stephens. We were always anxious regarding our pension arrangements, having a variety of pots of different sizes, a defined benefit scheme and state pensions in UK and Europe. Although still a few years off our planned retirement, the COVID-19 lockdown gave us the time to start looking seriously at our provisions. This is where Randal came into the picture. Throughout the review, Randal has been outstanding in both his knowledge and approach. Thanks to his clear explanations, we now for the first time understand what to expect on retirement. His approach has been always friendly and has shown enormous empathy and care with respect to our situation and expectations. At no time did we feel under pressure, on the contrary he showed us great patience and reassurance, giving us support when we were deliberating on our decision. We carried out a detailed fact finding process with him and a risk profile analysis. The outcome of these was an excellent understanding of our situation and our thinking. The proposals he presented were carefully suited to our profile, well set out and easy to follow.We would have no hesitation whatsoever in recommending SJB Global to our friends.

5
Date of experience: Sep 02, 2020

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