Residency, Citizenship & Wealth Planning

Build your family’s international Plan B strategy.

200+ Families Advised for wealth planning and global mobility
150+ Golden Visa Investors successfully guided to date
€50m+ Capital Advised Upon across client investment matters

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Why sophisticated investors work with Jonathan

Strategic Guidance

Residency, citizenship, investment and wealth planning considered together. Your strategy is built around your family, capital, timeline and long-term objectives.

Investment-Led Advice

Golden Visa investments assessed through risk, suitability, liquidity, exit strategy and capital preservation. Not simply whether they qualify for residency.

Proven Track Record

More than 200 families supported across financial planning, residency and investment matters, with direct guidance from Jonathan throughout the process.

Your Global Mobility Options (Golden Visas)

Every investor’s objectives are different. Some seek a pathway to European citizenship. Others want permanent residency, greater travel freedom, a tax-efficient Plan B or a future relocation option for their family.

We help investors evaluate the world’s leading residency and citizenship programmes and build the strategy that best aligns with their goals.

Free Strategy Guides

front cover for the 2026 Portugal Golden Visa Strategic Outlook PDF free guide

2026 Portugal Golden Visa Strategic Outlook

A detailed analysis of Europe’s only remote investment pathway to a full citizenship: the Portugal Golden Visa. Explains the investment outlook, exploring risk, capital protection strategies and common fund combinations.

Learn:

  • The political outlook in Portugal
  • Key considerations when selecting a qualifying investment
  • Different fund structures, with real-world examples
  • How to assess risk, asset allocation, exit strategies and more

Our Track Record

  • Over €50 million of client capital advised upon
  • More than 200 families supported across financial planning, residency and investment matters
  • More than 150 Golden Visa investors advised
  • Winner of the Top Citizenship & Residency by Investment Adviser Award 2024
  • Trusted by entrepreneurs, professionals, retirees and internationally mobile families worldwide
  • Focused on long-term relationships, strategic planning and evidence-based advice

About Jonathan

Jonathan Ralph is a UK- and EU-qualified financial planner and residency-by-investment specialist helping globally minded families create greater freedom, security and opportunity. He specialises in cross-border wealth planning, international relocation and European residency programmes, with particular expertise in Portugal’s Golden Visa.

Through his educational content, market commentary and client work, Jonathan has become a trusted adviser to investors, entrepreneurs and internationally mobile families seeking clear, strategic guidance in an increasingly complex world.

What our clients say:

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A lasting relationship that works for you

Major financial and lifestyle decisions are rarely one-off events. Whether you’re pursuing European residency, restructuring your investments, planning for retirement abroad or building a long-term international lifestyle strategy, your circumstances will evolve over time.

Our role is not simply to help you complete a transaction. It is to provide clear, ongoing guidance as your plans develop and your priorities change.

By working directly with Jonathan, you’ll have access to an adviser who understands your objectives, your family situation and your long-term vision. No call centres. No generic advice.

Just thoughtful, strategic guidance designed to help you make better decisions with confidence.

Let’s build your future, together.

Jonathan Ralph financial advice

Jonathan Ralph BA (Hons) DipPFS EFA

International Wealth Manager