SJB Global logo — Striving for a better world...

SJB Global

Striving for a better world...

Founded 2018 Spain Spain 25 employees Financial Services, Insurance +1

General Information

Company Name SJB Global
Founded Year 2018
Location Spain Spain
Employees 25
Industries Financial Services, Insurance, Life insurance
Business Model B2C, Platform
Revenue Model Service Fee, Performance Based, Tiered Pricing
Social

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About SJB Global

SJB Global, established in 2018 and headquartered in Spain, is a promising player in the Financial Services industry, with a particular focus on Insurance and Life Insurance. Operating under the banner of "Striving for a better world...", the company provides fee-based financial planning tailored specifically for expats, leveraging its position within the largest financial adviser network outside the UK, managing assets worth USD 2 billion.

SJB Global offers a detailed suite of holistic financial planning services, emphasizing areas such as tax planning, investment advice, and retirement strategy, including services related to SIPPs, QROPS, and other financial instruments. Their commitment to independence means that they prioritize clients' interests over shareholders', collaborating with over 40 top global institutions.

Award-winning for its rapid establishment, digital innovations, and professional development excellence, SJB Global holds MiFID and IDD permissions, enhancing their credibility. As they eye expansion, they present a compelling opportunity for investors interested in capitalizing on robust financial advisory services for the expat market.

Business keywords: Fee-based Financial Planning, Expat Financial Services, Holistic Financial Planning, International Tax Planning, UK Pension Advice, SIPP & QROPS Advice, Cross-Border Advice, Retirement Planning, Passive Investment Strategies, Estate Planning, Inheritance Tax Planning, Independent Financial Advisers, Regulated Advice, Digital Innovation in Finance, High-Net-Worth Individuals

Services & Products

Financial Planning Advice
Retirement Planning
UK Pension Transfer
Investment Advice
X-Ray Review
Offshore Bonds
US Expat Services

Target Customers

UK Expats International Clients Individuals seeking ethical financial advice Clients with pension transfer needs US Expats Clients interested in offshore investments

No funding data available for SJB Global yet.

SJB Global Alternatives & Competitors

View All Alternatives
SJB Global vs
One Wealth
One Wealth United States

Not your grand daddy's financial planning firm.

14 employees
Financial Services, Insurance
SJB Global vs

Edinburgh Financial Advisers and Pensions Specialists

86 employees
Financial Services, Insurance
SJB Global vs

Dedicated to Building Wealth & Trust Through Strategic Financial Solutions

13 employees
Finance, Financial Services

FAQ About SJB Global

Striving for a better world...
SJB Global was founded in 2018.
SJB Global is headquartered in Spain.
SJB Global operates in Financial Services, Insurance and Life insurance. Its work centres on Fee-based Financial Planning, Expat Financial Services, Holistic Financial Planning and International Tax Planning. Its customers include UK Expats, International Clients and Individuals seeking ethical financial advice.
SJB Global has a B2C and Platform business model. Its revenue comes from Service Fee, Performance Based and Tiered Pricing.
SJB Global has approximately 25 employees.
SJB Global offers: Financial Planning Advice, Retirement Planning, UK Pension Transfer, Investment Advice, X-Ray Review, Offshore Bonds, US Expat Services.
Top alternatives and competitors to SJB Global include One Wealth, SCOTIA WEALTH MANAGEMENT LTD., Ambition Finserve Private Limited, Neofa, Gold Tree Financial, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SJB Global and One Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for SJB Global, https://bouncewatch.com/company/sjb-global, updated 9 April 2026. When citing, please name BounceWatch and link this page.

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