0034 634 318 597
Tailor Made Investment Solutions For Global Expatriates
Your Money In The Right Place at the Right Time
Our Services
Your Money in the Right Place at the Right Time
0034 634 318 597
About Me
My advice is designed for global expatriates, helping them to protect, maintain and enhance their private wealth. My focus, to have an exemplary understanding of both onshore and offshore investment structures, ensuring my clients´ assets are held within the most tax and cost effective manner.
My advice is qualified to UK standards, with my experience spread worldwide. Authorised and regulated within one of the industries largest financial advisories, Holborn Assets as a Senior Partner. My specialist areas are investment management, tax, succession and retirement planning.
Having left the UK myself in 2016, I understand the challenges expats face and in turn, understand their unique needs and objectives.
I welcome the opportunity to meet with my clients in person where possible, although ever-more frequently now via video call.
My mission is simple, to offer my clients the expert advice they need to put their money in the right place, at the right time.
Award Winning Financial Advisor
Jason Swan has for many years excelled in providing financial advice to clients all over the world and recently his hard work, dedication and personal service has been recognised at the Holborn Awards Ceremony where he was awarded the prestigious No. 1 Financial Adviser in Europe & Rest of the World 2023 for the second year running, as well as the No. 1 Manager in the World.
