FINANCIAL EXPERTS WITH INTEGRITY
Proctor Wealth Associates are committed to helping our clients reach their financial goals. We work with expats around the world to save and build their wealth to secure a more sustainable future.
Get in Touchwhat we can do for you
As we work independently, we represent over 60 different financial institutions who are specialists for expatriate investments ensuring that your investment is tax efficient, achieving a good return, and is safe & secure.
Get in touch
Tailored Financial Planning for Expatriates
Proctor Wealth Associates provide personalised financial planning to expatriates living and working all around the world. We are independent as we are not owned by a financial institution. Our financial planners work in conjunction within a fully regulated IFA network which has over £1 Billion under management and over 120 offices worldwide.
About UsWhat our clients say
Will has been our Financial Advisor for a number of years. His service is exemplary. With regular reviews, updates and flying out to meet us in person. He has proven to be very knowledgeable and will go out of his way to answer our questions and help us wherever possible. We cannot recommend Will and Proctor Wealth Associates enough.
Melanie Lipinski, Google Review
Proctor Wealth Associates have been a game changer for my long term investment plans, helping to evaluate risk appetite, tailoring a long term investment plan, regular check-ins and making sure things are set up right and maintained right. Highly recommended especially for expats.
Matt Porter, Google Review
I have been dealing with Proctor Wealth Associates for a number of years and its always been a pleasant experience due to their professionalism. They've done a great job looking after my investments and I'd gladly recommended them as I have done so to my extended contacts.
Geoff Power, Google Review
News Stories
Proctor Wealth Associates: Outlook for 2026
The outlook for 2026 is defined by moderation. The forces that powered markets through 2025 are still in place, but elevated valuations and narrowing yield differences mean investors will need to be more selective. This year, success depends less on broad market exposure and more on finding opportunities across regions, sectors and currencies.
UK Autumn Budget 2025 – What It Means for UK Expats
The latest Autumn Budget brings a wave of tax rises and structural changes—particularly around property income, dividends and pensions—that will reshape how many British expats manage their UK finances. Understanding these shifts early is now essential for good planning.
Balancing US Exposure Without the AI Concentration Risk
The explosive growth of AI has powered US markets to new heights, but it has also created an unprecedented concentration of risk. For investors who want exposure to the world’s largest economy without relying so heavily on a handful of tech giants, there are alternative ways to approach the S&P 500.
