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.