Jason Swan

Jason is an independent specialist backed by Holborn Assets, recognised as one of Europe’s leading authorities on Portugal’s Golden Visa Program and broader residency-by-investment solutions.

With over 16 years of international financial-planning experience, Jason brings a unique combination of technical expertise, precision, and client care to every engagement.

A Qualified Financial Adviser (QFA) and CeMAP-certified professional, Jason built his career advising private clients on cross- border financial and relocation strategies before specialising exclusively in citizenship and residency pathways.

Since relocating to Portugal from Spain back in 2021, he has personally guided hundreds of successful Golden Visa applications, helping families and investors achieve a secure and seamless transition to life in Europe.

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Cross-border Financial Planning
Qualifications

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

Experience

Jason has over 16 years of international financial-planning experience. His ability to understand his client’s needs and tailor-make unique solutions has led to an excellent client reputation within the industry.

Then and Now

Jason relocated to Portugal from Spain back in 2021.

Articles reviewed by Jason Swan

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