OR £50,000 LUMP SUM

Proctor Wealth Associates

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 an IFA network which has over £3 Billion under management and over 120 offices worldwide.

It is not our job to handle our clients’ money, but to gain a clear understanding of our client’s targets and goals and to find a suitable investment solution through the various institutions that we facilitate.

We have access to the best investment opportunities in the marketplace and work with large institutions which generally have over 50 billion pounds under management. These institutions provide access to some of the most well established fund managers in the world which have a proven track record and excellent reputation. 

Our focus is on helping individuals and families in planning their financial future. We aim to understand what is important to our clients and to ensure our investments reflect our client’s goals. We ensure that our investments are held in some of the most highly regulated and tax efficient territories available, with institutions that have the highest credit ratings and best reputations.

What is our process?