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
Getting an NT Tax Code on Your UK Pension from Abroad: Who Qualifies, Why the First Payment Is Usually Over-Taxed, and How to Claim It Back
Your first UK pension drawdown will almost certainly be taxed on an emergency code, even where a treaty says that income is taxable only where you live. Whether you get the money back depends on the order you apply in and a four-year clock.
The US Midterms Delivered a Democratic Sweep and a Market Whiplash: What It Means for Your Portfolio From Abroad
The Dow had its best post-midterm day since 1982 on Wednesday, then the Nasdaq fell 5.5% on Thursday. Two days, two opposite verdicts on the same election. Here is what a divided Washington changes for your portfolio, and what it leaves alone.
The 2026 UK Budget Digest: What Changed for People Living Abroad, and What Didn't
Britain's first Budget under Chancellor John Healey brought no exit tax and no CGT rise, yet UK rent and savings income will be taxed at up to 49% from April 2027. Here is what that means if you live abroad.
