Edale is built for people whose finances span more than one country, more than one system, or more than one life chapter. We work with individuals and families who want clear, practical planning and ongoing wealth management—especially where the UK and the US overlap.

UK residents with US ties

You may be a US citizen living in the UK, a dual national, or a green card holder planning your long-term future here. We help you coordinate investments, pensions and tax planning so decisions made in one country don’t create avoidable problems in the other.

US expats and internationally mobile families

If you move for work, split time between countries, or expect to relocate again, you need a plan that travels well. We support clients with multi-currency cashflow planning, account structures, and “what happens if we move?” scenario modelling.

People with pensions in more than one place

Many of our clients have a mix of UK pensions (workplace schemes, SIPPs) and US retirement accounts (401(k)s, IRAs, Roth accounts). We help you understand how withdrawals, rollovers and conversions may be treated across borders and build an income strategy that fits your timeline.

Families building wealth across generations

Cross-border families often want to fund children’s goals, plan inheritances, and keep things simple for the next generation. We help with joined-up planning so assets, beneficiaries and documentation work cleanly—both now and later.

Investors who want a steady hand and clear reporting

Some clients come to us because they want professional oversight: a portfolio aligned to goals, risk and liquidity needs, plus an adviser who can explain the “why” in plain English and keep the plan on track as life changes.

People seeking clarity before making big decisions

If you’re facing a major step—returning to the UK/US, retiring, selling a business, receiving a windfall, or consolidating accounts— we provide structured advice and a plan you can actually act on.

People receiving life-changing sums of money

A significant payout, inheritance, property sale, redundancy package or compensation award can create both opportunity and pressure. We help you slow things down, protect the money, plan for tax where relevant, and build a clear roadmap for what the funds need to achieve.

Vulnerable clients and families who want extra safeguards

Sometimes the priority is safety, simplicity and reassurance—especially where health, bereavement, financial abuse, scams, or complex family dynamics are concerns. We can help put sensible guardrails in place, improve visibility, and support trusted decision-making.

Professionals building wealth as their career accelerates

If you’re progressing through the corporate ladder, your finances can change quickly: higher income, bonuses, stock awards, bigger tax decisions, and competing goals. We help you turn that momentum into a plan—so cashflow, investing and pension strategy stay aligned.

Entrepreneurs and business owners

Building a business often means irregular income, concentrated risk, and big decisions around cash reserves, pension funding, and exit planning. We help you connect personal wealth planning to business reality, and create a strategy that supports both.

Divorce and financial planning onwards

Divorce is a financial turning point. We help you rebuild a clear plan post-separation—budgeting, asset allocation, pension strategy, protection planning, and (where relevant) cross-border considerations—so you can move forward with confidence and structure.

If your situation doesn’t fit neatly into a box, that’s usually a sign we can help.