35
successful
years in the
market
70
years of combined
industry
experience
Specialists in protecting and preserving global wealth
Helping you enjoy your retirement and the lifestyle that you
are accustomed to.
Founded by Paul Nicholson and Matt Firman in South Africa in 2002, St James Global has since become a leading international financial services provider for expatriates. As an independent firm, we offer unbiased advice across a range of products, services, and jurisdictions. Our expertise covers everything from offshore investment management to retirement, estate, and succession planning, ensuring that our clients’ assets are protected and managed with transparency and care.
With a focus on tax-efficient asset management, St James Global serves clients seeking secure retirement solutions and wealth preservation in a world of complex financial regulations. Through detailed knowledge of global tax legislation and ongoing compliance, we’re here to help protect and grow your assets. Read more here...
Based in Loule and Tavira in the Algarve, St James Global have become one of Portugal’s top Private Client Financial Advisory Groups, with an extensive clientele throughout the Algarve, and more recently, in our new offices in Malaga in Spain. We believe there will be an increasing number of expats in particular of British decent who will potentially will be leaving the UK in search of more favourable tax jurisdictions, Portugal and Spain being preferred jurisdictions due to the high quality of life and relatively low standard of living.
We have modelled our business around the provision of compliant, tax efficient and easy to understand financial solutions, specifically for the British Nationals moving abroad to pay les taxes and enjoy more sun, and a healthier lifestyle.
To achieve this, a robust financial plan is required with ongoing monitoring and consultation. Our administrative systems are programmed to look after you as a client in a proper and professional manner, with regular quarterly or six monthly reviews to ensure that your investments and financial arrangements are compatible with your requirements and market conditions on an on-going basis. This degree of service is essential to ensure that you are up to date with current tax legislation both in your county of tax residence, the country where your beneficiaries are tax resident and the jurisdiction in which the assets are domiciled.
The retirement structures we establish for our clients combined with our state of the art CRM systems are designed to ensure that the ongoing management and servicing of your investments are simple, easy to understand and easy to administer. We assist you with all aspects of tax reporting relative to your financial arrangements entrusted with us.
St James Global have over many years established sound relationships with some of the world’s largest and most respected corporate trustees and financial institutions. For expatriates living in the European Union, St James Global provide an extensive range of robust and compliant financial services and turn key solutions in the most secure and well-regulated offshore Jurisdictions around the world including the Channel Islands, the Isle of Man, Ireland and Luxembourg.
All of these jurisdictions benefit from stable governments, excellent communication links and state of the art financial technology with stringent regulatory controls and safety measures in place to ensure maximum protection for our clients.
Local service and ongoing consultation is vital to us to keep on top of our clients everchanging needs and requirements and at the same time providing them with up to date information and comprehensive reporting on their investments. As a client of St James Global, we visit you on a regular programmed basis to ensure that your investment holdings are compatible with your requirements and market conditions at all times.
Ongoing consultation, ease of administration and satisfactory performance will ensure that you will remain a happy client for many years to come. In the event of the death of a spouse, our services remain unchanged. The keywords motivating our service interaction with our clients are personalised, uncomplicated, cost effective and tax efficient.
St. James Global can demonstrate a sound track record and performance history going back some 35 years. As part of your due-diligence process on us, we make available personal and corporate references at the highest possible level to give you the comfort that our management and services are sound.
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