International Financial Planning

FinancialClarityforSwissNationals,andBritish&EuropeanExpats

Keep more of your pension. Avoid double taxation. Retire on your terms — wherever in Europe you call home.

CISI Chartered Member

Instant download · No obligation · Plain English

CISI Chartered Member 2026-27

Chartered Status

I hold Chartered Status awarded by the Chartered Institute for Securities & Investment (CISI) — one of the most respected professional bodies in financial planning and investment management. This reflects a commitment to the highest standards of technical knowledge, ethics, and ongoing professional development.

No In-House Funds
CISI Chartered Member
Fee Transparent

What We Do

HowWeHelpSwissNationals,andBritish&EuropeanExpats

Specialist advice for every stage of your financial journey abroad.

Pension Transfers

Navigate UK & Irish pension transfers with confidence.

Explore pension transfers

Investment Management

Portfolios aligned to your goals and life abroad.

Explore investment management

Retirement Planning

Plan for the retirement you want, wherever you want it.

Explore retirement planning

Cashflow Planning

A clear picture of your money — now and in the future.

Explore cashflow planning

Andrew Mallon

International Financial Planner | Chartered Member of the CISI

AnAdviserWhoUnderstands Life as an Expat

Moving abroad is exciting — but it comes with financial complexity that most advisers simply don't understand. Andrew specialises in helping Swiss Nationals, and British and European expats across Europe navigate pensions, investments, and retirement planning with complete transparency.

No in-house funds. No jargon. Every fee and commission disclosed upfront — just clear advice tailored to your life abroad.

The Difference

What Changes When You Work with Andrew

Pension & Investments scattered across multiple countries

Hidden fees eating into your returns

No clear plan for retirement abroad

Tax confusion between jurisdictions

The Process

HowItWorks

Three simple steps to financial clarity.

1

Book a Free Call

Tell us about your situation with no obligation.

2

We Review Your Position

We analyse your pensions, investments, and goals.

3

We Build Your Plan

A clear, jargon-free strategy tailored to your life abroad.

Learn

FreeGuides&Resources

Practical, no-nonsense guides written specifically for Swiss Nationals, and British and European expats. Delivered instantly to your inbox.

UK Pension Transfer Guide

QROPS, SIPPs and the traps to avoid when moving a UK pension abroad.

Expat Financial Planning Checklist

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

BookaFree 30-Minute Financial Planning Meeting

A no-obligation video or phone call to discuss your pension, investments, or broader financial situation. Pick a time that suits you.

Please tick the box above to load the booking calendar.

Common Questions

Answered in 60 seconds

AM Wealth Management

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

Get Started

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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