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
The Clock Is Ticking: UK Pensions and the 2027 Inheritance Tax Deadline
From April 2027, unused pension pots will be brought into the UK inheritance tax calculation for the first time. If you have a SIPP or defined contribution pension, now is the time to understand what this means for your estate.
Buying UK Property from Abroad: What Expat Mortgage Lenders Actually Look For
The UK housing market has started 2026 strongly, with buyer demand rebounding and mortgage rates at their lowest in three years. For expats thinking about buying back home — or investing in UK property from overseas — the timing looks attractive. But getting a mortgage from abroad is a different game entirely. Here is what you need to know before you start.
The ABC of Expat Banking: Why Where You Bank Matters as Much as Where You Live
Most expats open a local bank account as soon as they arrive in a new country — but that instinct can cost you. From frozen accounts and succession laws to hidden FX charges and tax inefficiency, where you hold your money deserves more thought than most people give it.
