Don’t just save money,
save your future.
With SJG’s track record and select strategies, you can expect to pay little to
no taxes and generate low risk, attractive returns while securing your future.
needs rather than just pushing the latest fad. I appreciate that.”
Ellen Hudson
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No matter what your situation is and where you’re
located, get the most relevant, updated and accurate
financial advice from the following categories:
Don't just save money, Save your future.
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Let me add value and help you achieve
your financial goals and objectives.
Rated 4.9/5 by 500+ Clients
How it works
3 simple steps to achieve financial security
3 simple steps to achieve financial security
Step 1
Book a free call
I get it, you probably have a few urgent questions or situations in your financial life that need to be sorted. We’ll go through them one by one and I’ll point you in the right direction.
Step 2
Develop a custom strategy
I’ll develop a financial plan just for you. It covers topics from international law, tax planning, portfolio management, real estate, life insurance and more.
Step 3
Generate returns and have your
future protected
You’ll see handsome returns, learn how to minimize your taxes no matter where you are in the world, and experience a more secure financial future.
What will you do with the extra income and peace of mind?
Rated 4.9/5 by 500+ Clients
About
Meet Steven J.
Gillespie (The Expat Advisor)
From working with clients around the world for the past 13 years, I’ve become known as the “Expat’s advisor”. At SJG, I manage short term and long term investments. I also have clients from over 20 different countries. I specialize in international tax planning and portfolio management, using a variety of financial tools to help professional expats achieve financial independence.
I achieve this by utilizing a client-first approach. A non-cookie cutter strategy is more important than ever in our global landscape. My passion for helping clients accomplish their financial goals has helped me to create long lasting relationships with over 70% of my clients having worked with me for over 5 years.
Before becoming a financial advisor, I served as a senior non-commissioned officer in the British Parachute Regiment for 16 years. This experience taught me an incredible amount of patience, prudence and attention to detail, which is a skillset that has transitioned especially well with wealth management.
Click the link below to schedule a free strategy call with me.
Rated 4.9/5 by 500+ Clients
Partners
When you work with me, you get partnerships
and information from some of the world’s leading
companies and firms.
Client Reviews
Choosing a financial advisor is a major decision.
See what some of my clients have to say about how
I’ve changed their lives…
You can be among these results by securing
your financial future with a custom strategy.
Rated 4.9/5 by 500+ Clients
Updates
Latest News
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Frequently asked questions
Got questions? I have answers.
have any questions feel free to get in touch.
Your bank is not independent. That means that they can only advise on their own limited products or those of the single insurance company that they have partnered with. SJS FS is independent which means that we are not tied to any single provider and have no vested interest in any specific insurance or investment company.
Our independence means that not only can we select from the best plans in the whole market, we can also advise on any existing plans, giving you a holistic overview of your full financial planning. We are interested in the big financial picture, not just the sale of one off-the-shelf product.
It’s simple — and it’s common sense. If you are from country A, and you live in country B, then you should keep your investments in country C.
If, for example, you are French, living in Latin America, you should make sure that your savings are held and managed in a third country – one where the rule of law, tax regulations and ease of doing business are all at the highest level.
There are lots of good reasons for this – not least that the country where you live may have tax or inheritance rules that are very different to what you would want or expect. Keeping your wealth in a third, neutral jurisdiction keeps you safe from unexpected risks, and maintains your tax efficiency until you return to your home country or move to another expat location.
The short answer is, very easily.
After initial discussions around your goals or queries, and the services and solutions we can offer, we then take great care to establish your identity and address at the outset of our professional relationship.
This is called ‘know your client’ due diligence, and it’s a process that exists to protect everyone involved.
As we operate to the highest international regulatory standards, so we require information that proves your identity, and also where any monies are coming from.
This can take a little time – but ultimately it should give you peace of mind to know that, from the very beginning of your relationship with us, we make sure that everything is done properly, and in your best interests.
We then work with you to make the best, well informed decisions about how best to invest your money to achieve your financial goals.
Most of our clients are expatriates, non-domiciled individuals, or those with other cross-border or offshore financial requirements.
Our process begins by taking an holistic approach to your financial life.
We then construct a blueprint for your financial plan, that becomes the basis of your relationship with our organisation.
Are you ready to make the most
important investment of all?
By investing into your own financial future,
you secure peace of mind and a comfortable life
and retirement for you and your loved ones.
Rated 4.9/5 by 500+ Clients
“I’ve been investing with Steven for a couple of years, great financial service. He also offered a very interesting alternative to my local pension.”
