George Symes

Independent Financial Adviser @Sjb Global

Who we are:SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2.4 billion under management.Holistic financial planning is quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of retirement advice including advice on defined benefit schemes, defined contribution schemes, SIPPs, QROPS, QNUPS, annuities, and trust and estate planning. We hold both MiFID and IDD permissions.What we have achieved:SJB Global has thrived in all areas and has led us to winning the following 3 awards- Best adviser firm established in under 3 years \'20- Excellence in digital innovation \'21- Excellence in professional development \'21Our vision of bringing a Fee-based Financial Advice Model to the Expat Financial Services Industry has been revolutionary in providing clients transparent, cost effective adviceBelow are some of my specialities:Fee-Based Expat Financial AdviceRegulated Financial AdviceRetirement PlanningCash Flow PlanningUK Pension Transfer Specialist - DB, DC, QROPS, SIPP and QNUPSX-Ray Reviews of Existing Pensions and InvestmentsGetting Investments and Pensions Back on TrackGenerational Wealth BuildingInheritance PlanningTax Efficient Solutions for ExpatsFinancial PlanningSkills: Financial Services · International Wealth Management · UK Pension Transfers · Cross-Border Tax Planning · Expat Financial AdviceSkills: Financial Services · International Wealth Management · UK Pension Transfers · Cross-Border Tax Planning · Expat Financial Addresses:g••••••••@sjb-global.com