About Andrew Mallon
Helping Swiss Nationals, and British & European Expats Take Control of Their Financial Future
We specialise in helping British and Irish expats make sense of their finances, and create a coherent financial plan to build wealth tax-efficiently. Whether you've recently moved or have been living abroad for years, we understand the unique challenges you face — because Andy himself has relocated, and helping expats is all we do.
Too many people we meet have pensions sitting untouched in the UK, investments scattered around Europe that they're unsure about, and no clear plan for retirement. They're successful, intelligent people — but the financial system wasn't designed for people who've moved countries. That's where we come in.
Our approach is simple: we listen first, explain everything in plain English, and only recommend what's genuinely in your best interest. Our fees are transparent, agreed upfront, and we will never pressure you into anything.
No Hidden Commissions
Our fees are transparent, and confirmed to you before any plan is implemented. You'll always know exactly what you're paying — and why.
Further reading
Longer, plain-English articles on the questions clients ask most often.
What Happens to Your UK Pension When You Move to Switzerland (or Europe)?
How your UK pension works once you've moved abroad — access, tax, the UK–Switzerland treaty and your real options.
QROPS vs SIPP: Which Is Right for British Expats in Europe?
An honest comparison of QROPS and SIPP for British expats in Europe — after the 2024 rule change that reshaped the choice.
Should You Transfer a Defined Benefit Pension Abroad? A Chartered Adviser's Guide
A Chartered adviser's honest view on transferring a defined benefit (final salary) pension as an expat — when it can make sense, and when it shouldn't.
Start With Our Free Guide
Download the UK Pension Transfer Guide — instant, jargon-free, no obligation.
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