AM Wealth Management

Free Guides & Resources

Practical, no-nonsense guides written specifically for Swiss Nationals, and British and European expats. Enter your details to receive your copy by email instantly.

UK Pension Transfer Guide

Everything Swiss Nationals, and British and European expats need to know about transferring a UK pension abroad — QROPS, SIPPs, tax implications and the common traps.

Expat Guide to Retirement Income

How to structure sustainable, tax-efficient retirement income when you're living outside the UK or Ireland.

HMRC NT Tax Code Guide

How to apply for an NT (No Tax) code from HMRC so your UK pension is paid gross — step by step.

Statutory Residence Test Questionnaire

A client fact-find questionnaire to help establish your UK tax residence position under the Statutory Residence Test — automatic tests, ties and day counts.

Swiss Pension Guide

How the Swiss retirement system fits together — AHV/AVS, BVG/LPP occupational pensions and Pillar 3a/3b private savings.

Expat Financial Planning Checklist

The complete checklist for Swiss Nationals, and British and European expats — pensions, investments, tax, estate and protection.

Video Library — Coming Soon

Short, practical videos covering the most common questions Swiss Nationals, and British and European expats have about pensions, investments, and financial planning abroad.

AM Wealth Management

Transparent, international financial planning for Swiss Nationals, and British & European expats across Europe.

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Start with the free UK Pension Transfer Guide — instant download.

Free Pension Guide
CISI Chartered Member 2026-27

AM Wealth Management is a trading name of Andrew Mallon, International Financial Planner and Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI). AM Wealth Management is not itself a regulated firm. Andrew Mallon works with the following regulated firms:

Clients resident in Switzerland: as an Appointed Representative of Swissential SA (CHE-130.612.898), a FINMA-licensed portfolio manager supervised by OSIF and registered with FINMA as a non-tied insurance intermediary (No. F01185401), affiliated to the Financial Services Ombudsman (FINSOM).

EU/EEA insurance business: as an introducer to NFS Insurance Advisors, Agents and Sub Agents Ltd, authorised and regulated by the Cyprus Insurance Companies Control Service (ICCS), Licence No. 5689.

Other non-EU business: as an introducer to Financial Services Network Ltd, licensed by the Mauritius Financial Services Commission as an Investment Adviser (Unrestricted) and Insurance Broker, Licence No. C116016070.

How we're paid: a percentage fee, agreed with you in writing before you commit to a plan. The same fee structure applies whichever provider or product is recommended. The product provider deducts the fee from your investment and pays it to the regulated firm that handles your business, which then pays us our share. It is the same agreed fee, disclosed in full beforehand, not an extra charge.

Disclaimer: This Website is for information purposes only and should not be regarded as an invitation or inducement to engage in financial services. The information contained on this Website is not intended to be an offer to buy or sell securities. We give no representation, warranty or guarantee as to the accuracy, correctness or completeness of such information or as to the tax or legal consequences of any related transaction.

Risk Warning: Any investment in financial instruments entails substantial risks, the degree of which depends on the nature of each investment and may not be suitable for all investors. The value of any investment may increase or decrease in value and investors may lose all their invested capital.

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