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.
Clear, Upfront Costs
You'll know exactly what you're paying, and how I'm paid, before any plan is implemented. All fees and any commissions are confirmed to you in writing.
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.
Wealth Management in Switzerland for British & Irish Expats: What to Look For
How to choose a cross-border wealth manager in Switzerland — what to insist on and the expat advice traps to avoid.
Retirement Planning for Expats: How to Avoid Double Taxation Across Borders
How double-taxation treaties protect your retirement income — and the order you need to use them in to keep more of what you've earned.
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