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.
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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
Europe’s Borders Now Keep Score: What EES Means for Your 90 Days — and Your Tax Residency
The queues at Europe’s airports made headlines this summer. The database behind them didn’t. Since April, nearly every non-EU passport crossing an external Schengen border is logged biometrically to the minute — and the days you spend anywhere are now a matter of record. That changes more than your holiday plans.
Leaving France: What 800 Departing Millionaires Teach Us About Tax Uncertainty
France lost a net 800 millionaires last year — a rounding error against 2.4 million, except for what it signals. Nobody in this story is fleeing a wealth tax that exists; they’re moving ahead of taxes that might. There’s a planning lesson in that for anyone who lives, owns or earns across borders.
Box 3 in Limbo: What the Netherlands’ Stalled Wealth-Tax Reform Means for Your Savings
You didn’t sell anything. Markets went nowhere. And the Dutch taxman still wants 36% of a return he assumes you made. With the replacement system stalled in parliament since 7th July and the expat shield expiring in January, here’s how Box 3 really works in 2026 — and what to do before the reference date.
