Pension & Investment Planning for Expats

All you need to know about retirement planning & investing whilst living abroad
About this Event

Join us for an insightful webinar if you are an expat or planning to move overseas, this event right for you.

This event will provide valuable strategies to help you secure your financial future, wherever you call home.

Key topics include:

Understanding the unique financial challenges faced by expats
Pension options and considerations for international residents
Investment strategies tailored to the expat lifestyle
Tax implications and how to optimise your financial planning
Tips for starting early and maximising your long-term financial security

Remember, it's never too early to start planning for your future. The sooner you begin, the better prepared you'll be to enjoy your life abroad with financial peace of mind.

About The Speaker:

Jake Barber is the Co-Founder & CEO of SJB, a company he established in 2018 to provide specialised financial services for British and US expats.

With a focus on retirement, investment, and tax planning, Jake has successfully built a fee-based financial advice model for the expat community.

His expertise spans international financial planning, pension advice, tax planning, and investment management for high-net-worth individuals.

Jake is fully qualified as a financial adviser through CISI (UK), CySEC (Cyprus), and NASAA (USA). Under his leadership, SJB has won multiple awards, including "Best Adviser Firm Established in under 3 Years" in 2020 and "Excellence in Digital Innovation" in 2021.

Jake's innovative approach to remote financial advising has positioned him as a thought leader in the industry, particularly in the wake of the global pandemic.

About SJB Global:

SJB Global is a pioneering financial services firm that provides expats with high-quality, fee-based financial advice worldwide.
Founded on the principle “Striving For a Better World” SJB offers a transparent, client-focused approach to financial planning.

Key features of SJB Global:

Comprehensive Services: Specializing in investment advice, UK & US expat services, estate planning, saving plans, retirement planning, and pension advice.

Innovative Approach: As a remote-based company, SJB leverages technology to provide personalised service while keeping costs low. This innovation earned them the International Adviser's Professional Development Award in 2021.

Client-Centric Philosophy: SJB's core values emphasise service, honesty, and putting clients first. They operate on a fee-only model, ensuring unbiased, holistic advice.

Investment Strategy: Focus on passive funds for lower costs and better long-term performance.

Continuous Learning: Through SJB Academy, the company ensures its advisers are always up-to-date, providing expert recommendations in clients' best interests.

SJB Global combines expertise, innovation, and ethical practices to offer expats worldwide the financial planning services they deserve, at a fair price and without hidden agendas.

Don't miss this opportunity to gain expert insights, valuable strategies, and exclusive content.