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jason-swan

A Little More About Me

Passionate About Inspiring Others

I am the Senior Partner at Holborn Assets in Spain with over 12 years experience in financial advice. Our team has over 50 years combined experience in serving as financial advisers for European expatriates. I lead a team committed to helping our clients plan for their financial future.

We are not sales driven. We are professional advisers ensuring our clients receive quality, independent advice and service. Our firm has accepted the regulatory and legal responsibility to put our clients' interests first. Not all advisers are held to our high standard of advice.

We manage your financial, retirement, trust, estate and tax planning. We coordinate your investment and risk management with our qualified partners.

You will find regular videos and articles from myself commenting on some key areas via Linkedin, Facebook and YouTube, including, a recent feature on a Place in the Sun and an interview on Marbella TV.

 

  • How could your finances be improved?

  • Who manages your financial goals

  • When will you be able to retire?

  • What will your investments look like in 10 years' time?


Contact me now to start your plan to achieve your goals

Certifications

IFS
LIA logo

CeMap

Institute of Financial Services

Professional Certificate in Financial Advice

LIA Ireland

Qualifications

Qualified Financial Adviser (QFA) Level 4

​Certificate in Mortgage and Practice (CeMap) Level 3

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