International Financial Adviser
Danny Agg is a specialist International Financial Adviser. Prior to joining SJB Danny has worked for large international financial service firms across Europe and the Middle East. Danny has developed extensive knowledge and expertise in UK pension analysis, pension transfers and frozen pension release (QROPS, SIPPS). He also has expertise in the global markets, and can advise on lump sum investments, mutual funds, commodities, ETFs, derivatives and international retirement planning. Danny can also provide guidance on inheritance tax and trust planning for British nationals globally.
Danny holds two international qualifications with the Chartered Institute of Securities and Investments (CISI) and has obtained his Series 65 Uniform Investment Adviser Law qualification in order to provide advice to US residents.
About SJB US
SJB US is a division of Blacktower Financial Management (US) LLC. Blacktower Financial Management (US) LLC is a registered investment adviser with the Securities and Exchange Commission (SEC File# 801-111088). Registration of an investment adviser does not imply any level of skill or training. Additional information about Blacktower Financial Management (US) LLC is also available on the SEC’s website at www.adviserinfo.sec.gov
SJB US offer financial advice for UK and dual-nationals who are resident in the United States. If you are looking for proven professionalism and attention to detail to help you achieve your financial aspirations, consider SJB US today.
With an international approach along with an in-depth technical and practical understanding of financial planning considerations in the US, we believe we offer a unique service, especially for British individuals living in the US. We work with clients across the world and have our head office in Spain.