Very thorough and pertinent advice from Lawrie. He has ample patience for someone my age and didn’t make me feel rushed or under pressure.
I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far am very impressed with the advice I have received from edale. I look forward to working with edale in the future.
This testimonial relates to Edale advice and services around Personal Financial Advice, US UK Dual Citizens Financial Advice, Enterprise Advice or Impact Evaluations.