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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.

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Some previous reviews

Fantastic Service – Thanks so much

Signposting advice on main considerations as an US expat in the UK.

Josh

Very efficient and informative.

Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!

Danny

Very helpful indeed

Not all the answers we wanted to hear, but extremely helpful.

David

I have found this programme to be very helpful and productive.

I have been working with Lawrie he has been very helpful in helping me grow and develop the business. What

Martha

Well worth knowing.

I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a

Timothy

My complications ended when I came across Edale

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking

Jose

Genuine Concern Eased

I had a call with Lawrie to discuss my retirement funding and challenges being a dual UK US citizen. His

Gregg

Excellent Service Highly Recommend

Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a

Precious

Great meeting!

Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.

Kiran


ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

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