INTERNATIONAL INDEPENDENT
FINANCIAL ADVISOR

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Aligning your personal finances & investments to secure your financial future

Savings & Investments

SJG Financial Services offer wealth management advice to individuals, trustees and businesses, which is specifically designed around their individual circumstances.

SJG Financial Services will take the time to get to know you and your requirements, offering sound and trustworthy financial advice that adapts as your needs change over time.

Pension Advice

Sooner or later we all have to think about how we’ll manage when we retire. In the Western World and other developed countries, demographics show a growing ageing population that will bring even more pressure on the State to meet social costs. This in turn will put upward pressure on tax in these countries.

Tax Planning

Using tax-law provisions to your full advantage, maximizing all of the tax breaks available to you, accelerating/increasing all available tax credits and tax deductions.

Education Fee Planning

Education is a key subject and one that’s often the source of heavy debate. Where do we want our children to be educated? Where are the best schools and teachers? What type of education do we want to be able to provide and, importantly, how much will it cost?

As parents, we want the best education for our children and we want to be able to afford it. Yet, when we take a look at the costs, it can be a bit of a shock.

Life-Insurance

Why Protect Your Life? The death of a spouse who is the main income generator is not just a physical death, it is also potentially the death of an income. The effect of the loss of that income on the remaining members of the family during the ‘dependency period’ can be quite dramatic.

ABOUT ME

Steven J Gillespie (QCVS)

Is an International Independent Financial Advisor based in South America, who works with Senior Management and International High Net-worth Clients across diverse industries. In Personal Financial Planning and Wealth Management he delivers strategic solutions that meet his clientele’s unique needs and objectives through an individualised approach with an emphasis on client service and forging lasting relationships.

Both process driven and dynamic, his organisational skills are a quantum leap above his peers. Moreover, he has held six different roles in various finance functions granting him an expansive knowledge of the field. At CI, Steven personally oversees the day-to-day running of the South American arm of the business, and in his previous position at the Xfor Group, as Co-Founder and Managing Director, he greatly increased Operational Efficiency, Customer Satisfaction, and Sales Revenue. In addition, he is passionate about training and building teams and implementing new processes to ensure productivity and demand are met as part of the business objectives.

He streamlined processes and enhanced efficiency by implementing; CRM Systems, Reporting Lines, Chain of Command, and Target Settings. He also spearheaded an international venture in East Africa, hiring 600 employees within 12 months and developed the company, while maintaining a competitive profit line in a third world country with British ethics and values.

Steven’s education includes 16 years of Leadership and Management Courses and a COO background from running several successful International Companies. Furthermore, he is PRINCE 2 (Practitioner) and PRINCE2 (Foundation) trained. Steven’s achievements will also include the CII Award RO1-RO6. In addition, he was honoured with the Queen's Commendation for Valuable Service and earned four General Service medals through his Military Career in the elite British Parachute Regiment as a Colour Sergeant, Senior NCO in 1 PARA.

Steven enjoys spending his free time with his family, reading, hiking and is an avid football fan!

TESTIMONIALS


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