Outstanding advice and service from Lawrie

As a dual US/UK citizen, I had a small UK pension from working there in the 1980s and struggled to find anyone who could advise me on the most tax-efficient way to access it. None of the pension providers were able to help or even point me in the right direction.

I came across Lawrie at Edale, and he was outstanding. He gave me clear, practical advice, handled the entire process for me, and set everything up so I can take an annual drawdown over the next four years until I am ready to begin drawing Social Security and my UK State Pension.

Lawrie made what had been a confusing and frustrating process remarkably straightforward. I would highly recommend both Lawrie and Edale to anyone needing help with UK pension planning, particularly where there is a US/UK element involved.