We are keen to gather review of work we undertake for clients. Feedback here is part of our tracking our social mission, which is to help people to be more in tune with their finances and investments. You can read more on our social mission by clicking this text.
These views may be published, so we only ask for your first name only. Thanks for your feedback.
Required
Some previous reviews
Edale Consulting’s knowledge, expertise and professionalism make them an outstanding partner for any organisation looking to explore future skills and workforce development for sustainability.
Edale Consulting provided a fantastic and professional service in producing the Net Zero Future Skills report for Coventry University. The
…
Edale Consulting provided a fantastic and professional service in producing the Net Zero Future Skills report for Coventry University. The brief—researching future workforce skills needed on the journey to net zero—was well within their field of expertise, and they delivered high-quality results within a tight timeframe.
Lawrie and Simon’s dedication was evident not only in the depth and precision of their research but also in their commitment to presenting the final findings in person at our campus in Coventry. This personal touch was greatly appreciated by all involved.
Thank you
Lawrie and Simon’s dedication was evident not only in the depth and precision of their research but also in their commitment to presenting the final findings in person at our campus in Coventry. This personal touch was greatly appreciated by all involved.
Thank you
Lisa Wilson
Great service and advice.
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my
…
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my questions. I highly recommend Edale and Lawrie in particular.
Claire
dual US/UK nationality family
Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I
…
Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I am very happy with the outcome and intend to continue the relationship in the longer term.
Gavin
Lawrie was very helpful and provided me with some useful guidance on an investment basis. I have tax and financial affairs that are more complex than usual, due to holding multiple citizenships and Lawrie was very knowledgeable and able to answer many of my questions over a 10 minute call.
I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I
…
I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not feel rushed and was reassured about my financial concerns.
Alex
Helpful and knowledgeable and gave impartial advice (that did not benefit them). Recommended.
Thanks Lawrie for a useful phone. Much appreciated.
Alice
Everything I needed!
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise
…
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise me because of my USA citizenship. Lawrie was just the ticket – a straight talking, forward thinking Financial Advisor with a depth of understanding around the tax implications of various investment vehicles as it related to expat Americans. His solutions were inventive and right away I made a huge financial win that would have otherwise passed me by! I highly recommend!
Kelly
Very efficient and informative.
Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!
Danny
Drawing down US pensions from the perspective of a UK resident
Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK
…
Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK resident. I’d recommend Lawrie and Edale.
Read more “Drawing down US pensions from the perspective of a UK resident”
Donald
Wealth of info
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of
…
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of dealing with US based retirement accounts when becoming tax resident in the UK. Their rates sound very reasonable and Edale can probably save you major headaches and financial pain as these types of situations are minefields/very complex if trying to navigate alone!
Samantha