Sjb-global Reviews

Randal Stephens and SJB

Working with Randal and SJB has been a pleasure Everything was fully explained to me all questions were taken seriously and answered promptly Great care was taken to ensure my understanding of risks associated with any decision I made Altogether a good experience

Thorough transparent and enjoyable

The process I went through with Daniel Lattimer was very thorough and transparent Daniel took great care to explain everything to me which I really appreciated Throughout the process I felt that I was a valued potential client and that my interests would be taken care of I really did enjoy having things explained in detail so that I could get a much clearer picture of my financial position as I approach retirement

W Yau

Ben Eccles my financial adviser at SJB Global has been absolutely super on several fronts First helping to convert what I thought was a low value pension into a high value SIPP further growing it with a well selected fund facilitating withdraws and further fund advise as markets move Ben has won my trust through his professional service and sound winning advice He is a valuable asset at SJB Global

We moved our pensions when we became Spanish residents

we moved our pensions from a UK provider after becoming Spanish residents and have found Ben Eccles to be an excellent advisor so far He has great communication skills is always available to answer questions and seems very well informed generally We are very happy with the service to date

An excellent service

An excellent service Randal Stephens has been excellent all the way taking me through the process which was due to the situation long winded every step and explaining each step as we went along We worked through many problems together in particularly with the defined pension scheme of which I was a member presenting some difficulties I would like to thank Randal for his patience and his professionalism through out the whole process and would recommend anyone thinking about using SJB as financial advisors to do so once again thank you to everyone involved in my Pension transfer Kind regards Ian

SJB and Ben Eccles - positive pension transfer recommendation and personal experience

Ben Eccles from SJB always gives fully balanced advice and I never doubt he has the best interests of his client at heart Having established and agreed my pension funds consolidation and transfer to a SIPP we are now at the point that its performance warrants a move to a QROPS for positive tax purposes Ben has safely guided me through the whole process with me being a very cautious investor To date I am happy with the progress of my pension and I recommend Ben Eccles and SJB for all those others also considering a pension transfer

Excellent service

Superb service I use Ben Eccles and have found him to be reliable persistent and very professional I have gone from having an unmanaged set of pensions to having a portfolio where I can see what is happening Love it

Recently switched my pension fund

I ve recently switched my pension fund management to SJB and so far I ve found Danny Agg to be the advisor I ve been looking for for a long while He s responsive professional trustworthy and the results of his advice have been impressive so far I ve found Danny and the SJB team easy to work with and they ve quickly understood my priorities