SJB Global helps internationally mobile Americans and other expats manage pensions, investments and tax-efficient wealth across two countries at once — so moving abroad doesn’t derail your financial plan.
Request a Free Consultation →What is SJB Global?
SJB Global is an international financial advisory firm that specialises in expats — people living in one country while holding financial ties (pensions, investments, property, tax obligations) in another. Rather than a product, it is ongoing, regulated advice built around your cross-border situation.
Why cross-border advice matters when you move abroad
Relocating overseas complicates your finances in ways a domestic adviser rarely handles: pension transfers and access, investments that may no longer be compliant once you change tax residency, double-taxation risk, currency exposure on income and savings, and estate and inheritance rules that differ by country. Getting this wrong is expensive — a cross-border adviser helps you structure it correctly from the start.
Built for expats
Advice designed around dual tax systems and cross-border rules, not a single-country plan.
Whole-picture planning
Retirement and pensions, investments, tax-efficient structuring, currency and estate planning in one coordinated strategy.
Ongoing relationship
A dedicated adviser who reviews your plan as your life and residency change.
Who SJB Global is for
US and UK expats, dual residents, retirees drawing pensions abroad, and anyone with assets in one country while living in another. If you have a 401(k) or IRA, a UK pension, an investment portfolio, or property back home, cross-border advice is worth having. SJB Global is one of the partners we list in our financial services for moving abroad.
Main benefits
- Independent, regulated financial advice tailored to expats
- Retirement and pension planning across borders
- Compliant investment management after you change tax residency
- Tax-efficient wealth structuring and currency planning
- Estate and inheritance guidance for cross-border families
- A dedicated adviser and ongoing plan reviews
How to get started
- Request a free, no-obligation consultation.
- Share your situation — where you live, your income, pensions, investments and goals.
- Receive a tailored cross-border plan and clear next steps.
What to keep in mind
- SJB Global provides regulated financial advice, not a DIY product — suitability depends on your circumstances.
- It is most valuable if you hold pensions, investments or assets across more than one country.
- It is an independent firm; any advice and fees are agreed directly with them.
- A consultation is a conversation, not a commitment.
Affiliate disclosure: Settleguru may earn a referral fee if you engage SJB Global through our link, at no additional cost to you. SJB Global is an independent, regulated financial advisory firm; all advice and any fees are agreed directly with them. This page is information, not financial advice. See more vetted options on our Trusted Partners page.