Jason Swan

Jason Swan

Senior Partner

Email: [email protected]

Phone: +34 951 319 754

About

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.

Qualifications

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

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