Our People

Jason Swan

Senior Partner

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...

Robin Thornton

Partner

Robin is an experienced manager dealing with day-to-day financial planning and wealth management for expats throughout the world. With over 100 private clients & AUA of over $40m, Robin’s areas...

Henry Kent

Senior Associate

As an independent financial adviser, Henry has been helping individuals and families make informed financial decisions since 2015. With years of experience and a deep understanding of investments, tax-efficient saving...

Sam Daynes

Senior Associate

Sam Daynes has been a financial adviser for over 23 years. He enjoys spending time with his clients, to really understand their needs, requirements and goals. In doing so, this...

Jonathan Ralph

Senior Associate

Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He...