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

Our clients

Edale works internationally. We appreciate the benefit of face-to-face time and, therefore, look to meet clients regularly.

At Edale UK Management, we want your wealth to work as effectively for you as possible. Whether you are a individual or family, a dual national, expatriate in the UK or British citizen working overseas, navigating the modern financial life has unique challenges. Additionally we support people in the UK as much as those who live overseas.

We offer you personalised financial advice and investment solutions adapted to your specific requirements. No one is put into a box. We want you to feel empowered and secure in your financial life at home and abroad. Our approach allows you to choose when and how you want to work with us, whether that’s through convenient online meetings or face-to-face contact. Your hopes, your ambitions, are what drives us.

We have a focus on making a difference. We work extended office hours to help our customers and make a social impact on financial topics and welfare.

Every individual has unique needs and challenges, so we tailor our services to suit your specific circumstances.

  • Dual Nationals: Supporting individuals with complex financial needs who hold citizenship in multiple countries, ensuring seamless management of their cross-border finances. This includes American Dual Citizen in the UK with US/UK residency and green cards.
  • Expatriates: Offering expert advice to those living abroad, helping you manage your investments, pensions, and tax obligations in a way that aligns with your long-term goals. Covering offshore investments, QROPS, International SIPPS and more.
  • British Citizens Across the UK: We offer personalized financial planning and investment strategies for those living in the UK, helping you build and protect your wealth. This starts with young professionals, executives, and people developing their careers.
  • Individuals, and their trusted persons, who need help managing their financial affairs. Working with appointeeship, deputyship, power of attorney, and vulnerable individuals.
  • Retirees: Assisting retirees with pension planning, income management, and investment strategies to ensure a secure and comfortable retirement.
  • High-Net-Worth Individuals: Delivering tailored wealth management services, including tax planning, estate management, and bespoke investment strategies.
  • Professionals and Business Owners: Financial advice to help you manage your business finances, plan for the future, and optimise your personal wealth and company assets.

Edale founder, Lawrie Chandler, has spent a decade advising on US/UK cross-border investing and worked with expatriates since 2000. Edale began after Lawrie left a private bank in London and began offering retail clients institutional services. He’s a fully qualified Independent Financial Adviser who works closely with a variety of professionals who can tailor the investments to suit expat investors and locals in the UK.

10 years of visiting customers

500,900

miles

132

cities

30

countries

What our customers think

Average customer rating

Private client financial advice testimonials 

Expert advice!

I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.

Laura

Very happy with the advice i received.

My advice came from Lawrie Chandler who i found very helpful, friendly & easy to deal with, whilst remaining professional.

Julie

Amazingly helpful

Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood

Katie

Very knowledgeable, great experience with Edale

I had a chat with Lawrie today. Very lovely to chat to and clearly knows his stuff. He gave me

Adam

Quick and effective

I highly recommend Lawrie at Edale for quick and effective investment support. When I wanted to set up a Junior

Will

A Top Professional Financial Advisory Service

Edale have and are continuing to provide Financial advice and services to me in my early retirement years, I was

Trevor

Prompt and helpful

EDALE was very prompt in contacting me and quickly arranged a first appointment. I was on a short deadline and

Jude

Well worth knowing.

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

Timothy

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

US/ UK Financial Advice client testimonials 

Knowledgeable, concise and accessible.

Lawrie was extremely helpful in bringing clarity to my situation and advising the best way to handle my US investments

Karen

Genuine Concern Eased

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

Gregg

Very Helpful Initial Consultation

I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed

Sarah

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

Phoned on the off chance. Got very helpful signposting

I phoned up on the off chance and was given a very helpful overview of my situation by Lawrie. I

Kathryn

Very helpful, personalised advice based on my specific situation. highly recommended!!

so helpful & provided quick, personalised advice very smoothly through WhatsApp. very highly recommended!

Kate

Edale were very helpful giving advice about how to handle taxes for US/UK dial citizens living in the UK

I chatted with Edale to find answers to a number of questions I had about how to manage taxes when

David

Most helpful Knowledge and guidance offered through generosity and sincerity. Deeply appreciated blue ribbon customer service.

I’m currently going through a divorce and was in desperate need of financial help and guidance. I’m a US American

Stacy

Business advisory and work testimonials 

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

Lisa Wilson

It was a pleasure working with Lawrie and Adrian during their evaluation of our cross-border project. They were highly professional and sensitive to the subject matter, as well as curious to find out from participants how the project was for them. I can highly recommend Edale.

Edale proved themselves to be extremely professional in their evaluation of our cross-border project. They collected significant amounts of data,

Anthony

Edale provided exceptional support in evaluating our Digital Pathfinders programme, which served businesses across the North of Tyne region.

Edale provided exceptional support in evaluating our Digital Pathfinders programme, which served businesses across the North of Tyne region. Lawrie

Amanda

Professional, knowledgeable, and flexible

Working with the Edale team has been brilliant – they are always willing to share knowledge and have a can-do

Joanna

Approachable, knowledgeable and gave much valued support

It was a pleasure to work with Lawrie and his team as part of the Digital City Investor Readiness programme.

Paul

I have found Edale very easy to work with and quick to respond to requests.

I have found Edale very easy to work with and quick to respond to requests. They were very accommodating in

Tess

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

Professional, competent service provided. End evaluation was comprehensive, thorough and met the brief.

From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with

Richard

One of the best funding presentations I’ve attended

It was probably one of the best funding presentations I’ve attended – focused, niched, lots of practical implementation advice –

Simon

Edale ran our series of co-creation workshops. They drove the project expertly, building trust with attendees and exceeding the objectives we initially set ourselves.

We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature

Alex

It was great…

It was great working with Edale over the last couple of months, it helped me focus on the many different

Richard

Great meetings, hosted by Adrian the peer group was well balanced and provided plenty of feedback and food for thought

The peer review worked very well for me, with some real nuggets of quick wins that could be made to

Lorraine

Great getting together with like minded people on the programme

It has been great getting together with like minded people on the programme and this has generated lots of ideas

Rick

A very professional approach.

All information on our meetings were well prepared – a lot of thought has gone into them. A lot of

Wayne

Edale have transformed my business idea into a model that can be made a reality, they are amazing at what they do!

I went to Lawrie with an idea for a business, which some would say was unrealistic, but Lawrie helped me

Lewis

The best hour of support ever!

I was fortunate enough to be supported by Lawrie with associate contracting and resources. It was without a doubt, the

Patsy

Lots of great material and advice.

Lawrie was excellent at steering us in the right direction, he listened carefully and really got under the skin of

Andrew Reeves

Very pleased with end result

Edale helped us develop a project during the Covid-19 lockdown and were really helpful in coming up with solutions. Very

Fiona

A highly professional and responsive service delivered under extremely tight timescales

We commissioned Edale to undertake some financial due diligence for a prospective investment that the LEP was considering. The service

John

Experienced business professionals

Lawrie and Adrian have a wide range of experience between them and as a result have been a helpful addition

Natalie

Certainly not “copy and pasted” advice

Lawrie is one of those guys with experience and business creativity that means every conversation you leave with a wealth

Vann

Very knowledgeable and always a pleasure to work with

Lawrie’s contribution to our ‘Real World of Business Funding’ workshops has been outstanding. We responds to attendees’ needs in real

Mark

Clear and concise intro to funding options for clean growth business.

The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with

Richard

Great holistic experience

A great tutor and environment for a great formative experience. A basket of challenges, different skills and innovation.

Vito

A meaningful work experience

My experience at Edale was my first work experience abroad, which allowed me to build a solid set of essential

Cyril


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

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