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Jason Swan - Financial Advisor
He is originally from Manchester and has been working in the financial services industry since 2007. He also has a strong background in the UK property market which proves helpful when advising expats of the comparison between property and offshore investment. Jason recently featured on an episode of “A Place in the Sun”, to help the house-hunters find their ideal home in Marbella.
In addition to the Qualified Financial Advisor (QFA) designation, he also holds a Level 3 Certificate in Mortgage and Practice (CeMap).
Who is this service for?
We know it is very easy to fall in to the ‘live for today’ mindset and not plan for the future when you’re living overseas. Thus, we have devised this simple, step by step report to show you how to take your financial future seriously, and avoid being one of those expatriates who returns home with nothing more than a mass of photos and memories - and perhaps even debt!
What does this service consist of?
· Initial discussion to determine your retirement goals and current circumstances
· Free Report and recommendation sent via email
· This will include a step by step guide as to the best course of action
· Follow up discussion to explain the detail and answer any initial questions
· Ongoing support and wealth management
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