Jason Swan

Senior Partner

About Jason

Jason has been an adviser for 13 years. His ability to understand his client's needs and tailor-make unique solutions, has led to an excellent client reputation within the industry.

Having relocated to Spain from Manchester in 2016, he has quickly become one of the leading names in Wealth Management, now managing our team in Puerto Banus, Marbella.

Jason works closely with all of his clients to find the right products and financial strategies to achieve their goals, in areas such as tax planning, investment, saving, retirement, or in achieving a specific financial target.

He has an extensive knowledge of the UK property market, which proves helpful when advising his clients of a comparison between property and alternative investment options. Jason recently featured on an episode of “A Place in the Sun”, to help the house-hunters find their ideal home in Marbella.

He welcomes the opportunity to meet his clients in person, across Europe. In his spare time, he enjoys travelling, keeping fit and developing his knowledge of the financial sector.


  • Qualified Financial Adviser (QFA) Level 4
  • Certificate in Mortgage and Practice (CeMap) Level 3

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.