SJB US

At SJB US, we pride ourselves on being leaders in fee-based and transparent financial planning for expatriates around the globe. Our expertise spans retirement planning, tax-efficient investments, insurance policies, and more, ensuring that every aspect of your financial journey is meticulously managed. We collaborate with top-tier, regulated institutions in highly regarded jurisdictions, safeguarding your capital while providing access to renowned fund managers and a vast array of over 40,000 investment options. With a commitment to understanding your unique financial goals, I leverage my analytical skills honed at the University of Essex to craft personalized strategies that align with your aspirations. Since joining SJB in 2018, I have dedicated myself to delivering exceptional service, particularly for British nationals residing in the US. Navigating the complexities of international finance can be daunting, especially with regulations like FATCA in play. That’s why we offer tailored advice to help you structure your assets effectively. If you’re ready to take control of your financial future, we invite you to request a free quote today. Let’s embark on this journey together and secure your financial well-being!