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
Could the UK State Pension Age Rise Sooner Than Planned? What You Need to Know
The government has launched a new review that could see the state pension age rise to 68 sooner than expected—potentially forcing millions to rethink their retirement plans.
Inheritance Tax on UK Pensions: What’s Changing and What You Need to Know
From April 2027, unused UK pensions will no longer be shielded from inheritance tax—marking a major shift in estate planning that could significantly impact how and when you draw your retirement savings.
Labour’s Growth Gamble: Investment, Trade-offs, and the Productivity Question
As the Labour party in the UK sets out its economic agenda, bold investment headlines are grabbing attention—but beneath the surface, the real question is whether these spending choices will drive sustainable growth or simply shift priorities without boosting productivity.
