Client review and comments for Edale.
Very Insightful
Had a very insightful chat with Lawrie discussing financial planning. Would recommend no matter what stage you’re at!
Lawrie Chandler was very helpful. His clear explanations in regards to my questions regarding buying a property in the UK as an expat have set my mind at ease.
Having a few minutes to discuss my questions with your financial advisor was extremely helpful. He was knowledgeable, clear and straightforward.
Professional, helpful, solved my issue. Highly recommended
Lawrie was extremely helpful, analysed my situation clearly, worked out what was the most tax-effective path, and sent me a spreadsheet with the calculations.
If this had needed work, I would definitely have trusted him to do it.
Detailed, comprehensive, full of good advice
As it was, he came up with a recommendation that I could just do directly, with no need for any fees.
I always think this is the highest form of professionalism: when an advisor comes back and says, “You don’t need actually us; all you need to do is ABC.” That demonstrates true customer service and a high level of professional ethics.
Highly recommended.
As I say, for future projects or if I were to advise anyone, I would definitely recommend EDALE
my intial meeting with Lawrie was extremely helpful and was an impetus to get my US/UK investments and cross-border tax strategy sorted.
I love the social mission that Edale have. They don’t care if you’re small potatoes and have less than £100k to invest. They will work with you and help you. They’re used to dealing with expats unlike US only or UK only financial advisors and tax advisors. It’s one stop shopping, I hope, and peace of mind!
Helpful Advice
I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are more in-line with my requirements. Very honest and straight forward interaction, which I appreciated.
Talking with Lawrie was really helpful.
Lawrie helped us avoid pursuing ill advised changes and gave us valuable advise on dealing with issues that others had failed to address.
We are now able to address these with a proper understanding of the actual options available to us.
Pension for self employed American in the UK
As a US citizen who has lived in lots of countries I found Lawrie’s advice very helpful and clear.
Thought leaders and great partners towards your financial goals
Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can help you
No upselling, straightforward advice and information
The information you provided was super useful and clear – thank you! And I appreciate the fact you were up front and said you felt you could add no real value in my particular situation. It was great to get your candid input and it is clear you know your stuff – THANKS!
Five star across the board!
SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good, patient listener, thoroughly informed re: UK/US tax issues in our ever-changing world. Professional advice, on-time delivery and fair fees. Highly recommend.
Helpful and informative advice on US citizen living in UK
Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a US citizen living in the UK.
One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
Edale has been incredibly helpful in my search for financial advice, and Lawrie was fantastic! He was incredibly patient, professional and helpful.
I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short consultation (as I’ve had with other companies), and Lawrie really took the time to listen and to understand what my queries and concerns were. I felt I had a complex issue I was seeking advice on, and his experience and professionalism showed. The free consultation lasted much longer than I was expecting, and I never felt rushed. I will absolutely be using Edale in the future, and I would suggest others do the same!
Pensions for American children and wife
It was very helpful to have a chat with Lawrie Chandler this morning. He very quickly understood my family’s situation and provided expert advice. I would highly recommend them.
Knowledgeable about the complexities of US/UK financial matters
Lawrie Chandler provided very helpful advice regarding my situation in the initial consultation and was incredibly knowledgeable about the complexities of US/UK financial matters. Highly recommend!
Helpful and knowledgeable and gave impartial advice (that did not benefit them). Recommended.
Thanks Lawrie for a useful phone. Much appreciated.
Clear explanations and advice with a human touch
Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions. He is very good at breaking things down and demystifying terms and options, and his friendly and sympathetic manner were particularly welcome.
Quick query clearly answered
Lawrie was very helpful – I had a quick question which I was struggling to find answers for and Lawrie answered it quickly and clearly. Thank you!
Very helpful indeed
Not all the answers we wanted to hear, but extremely helpful.
Compassionate and clear financial advice that made all the difference!
As someone with no financial knowledge and a lot of anxiety around investing across borders, Edale was a godsend! Lawrie was so helpful and clear – breaking down my options into manageable steps.
Excellent knowledge and extremely helpful
Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules, they provided a clear and optimal plan. They explained everything, from the nuances of US and UK tax laws to optimal withdrawal plan. A couple of calculations emailed to back the details referred to in the call.
Exceptional Guidance for US/UK Retirement Strategy
My husband and I spoke with Lawrie months ago and I am hugely remiss in posting this testimonial for reasons related the query that prompted me to contact Edale in the first place. Based on incredibly positive feedback about Edale, I’d reached out for tax and retirement advice as we were selling our home in the England, buying a new one in Wales, and looking toward retirement under the US Rule of 55 funded largely by a 401k but also UK pensions. As dual citizens (US/UK), we were overwhelmed by the complexity of tax laws and had no idea how to navigate retirement in the UK, but we were also interested in understanding financing options for the purchase of our new home. Lawrie met with us, explained our options, warned us of situations to avoid, and after our initial call, subsequently came back to us with extremely helpful clarification of the Rule of 55. After a quite busy few months, we are only now settling into our new home, and I was thinking about how it was Lawrie who helped us get here. That’s when it occurred to me I’d never written a review.
We simply could not recommend Edale and Lawrie more highly. Aside from his clear knowledge of all things financial, what struck us the most about Lawrie is how kind and genuine he is. In a world where people are increasingly unkind to each other, and particularly to those “not from around here” (wherever “here” is), speaking with someone so considerate, understanding, compassionate, and non-judgmental left a lasting impression on us. The consultation with Edale cost us nothing, despite how very valuable Lawrie’s time surely is. Social impact indeed, Edale far exceed their focus on making a difference. I look forward to working with Edale again for pension planning, investment strategies, and income management.
Contacted over whatsapp… Lawrie very fast and very knowledgeable reply… with lots of good relevant information and ideas
I didn’t know what to expect from edale… but I was delighted with the super prompt and expert response via WhatsApp from Lawrie. Lots of good relevant information and ideas and a firm basis to move forward.
Helpful and informative
Grateful for the consultation. Lawrie is very knowledgeable and helpful at answering questions and pointing you in the right direction.
Wealth of info
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of dealing with US based retirement accounts when becoming tax resident in the UK. Their rates sound very reasonable and Edale can probably save you major headaches and financial pain as these types of situations are minefields/very complex if trying to navigate alone!
Very quick to respond & helpful
I pretty much had my questions answered within 3 emails. Great service.
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 would certainly come back for more advice should it be necessary.
Fantastically knowledgeable help
Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my little US retirement savings from a two-year employment some years ago, being a permanent UK resident and finally old enough to take them out. Laurie clearly knew the exact situation, helped me to understand the jargon, could answer all my questions easily, and showed me clearly how to proceed so as to end up paying a much smaller tax rate than the scary 30% that I’d seen banded about on websites. No attempt to sell me anything I didn’t need, and a complete understanding that my income and savings are small and not ‘big gun’ investments. Very very helpful – thank you so much!
Questions relating to access to my 401K pension
I had some questions relating to access to my 401K pension . Lawrie was extremely helpful and patient in explaining the tax implications of several scenarios. Excellent service!
Really helpful.
Edale were really helpful to me and gave me good pointers on the direction I should take. I’d go back to them for further advice without hesitation.
Drawing down US pensions from the perspective of a UK resident
Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK resident. I’d recommend Lawrie and Edale.
I would highly recommend using Edale.
Lawrie has been most helpful with a variety of US retirement questions. He has provided good information and succinct advice.
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.
Great meeting!
Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.
We’ll be back
I had an excellent experience with Lawrie, who demonstrated a deep understanding of the complexities involved with our dual UK/US citizenship. In just a brief meeting, he provided specific advice and tailored recommendations that addressed our unique financial situation. His expertise and clear communication were incredibly helpful. Highly recommended!
Knowledgeable, concise and accessible.
Lawrie was extremely helpful in bringing clarity to my situation and advising the best way to handle my US investments and pension while living in the UK. I appreciate his concise approach with no sales pitches.
Very polite and friendly and helpful!
Our situation is a little complex, and although Lawrie couldn’t help directly they recommended a couple of other companies for us to contact. Many thanks!
Very Helpful Initial Consultation
I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed up with an email containing helpful links and advice. I’m looking forward to continuing with this service.
Knowledgable and helpful, addressed my particular circumstances very well
Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now feel more confident about my financial health and look forward to seeing the options Edale has to help me get investments in order.
A very useful and professional financial advice service
As a UK expatriate it is difficult to find accurate and impartial financial advice. I was pleased to discover Edale, who offer a comprehensive and personalised service. There is certainly no ‘hard sell’ and in my initial consultation I was able to discuss the options without any obligation. I’m not in immediate need of their fee-bearing services but if this changes Edale will be my first port of call.
Great service and advice.
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my questions. I highly recommend Edale and Lawrie in particular.
Lawrie was very helpful and provided me with some useful guidance on an investment basis. I have tax and financial affairs that are more complex than usual, due to holding multiple citizenships and Lawrie was very knowledgeable and able to answer many of my questions over a 10 minute call.
I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not feel rushed and was reassured about my financial concerns.
Genuine Concern Eased
I had a call with Lawrie to discuss my retirement funding and challenges being a dual UK US citizen. His insight was keen, knowledgeable and helpful. We decided it was a bit early for me so I’ll be calling him closer to my retirement date in 2027. I felt no pressure and he was genuine in his advice.
Really helpful 121 consultation
Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the UK. Lawrie patiently answered our specific questions as a young couple (myself American and husband British), provided a helpful resource link afterwards, and was straightforward with next steps, without it feeling like a hard sell. Would definitely recommend to anyone and would contact Lawrie in future for future planning/ questions!
Advice on the financial reporting and tax liability for a Junior Isa for my American child.
I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for a Junior Isa for my American child. Laurie was very knowledgeable and easy to talk to about this matter. If we needed financial advice for investments in the future we would engage with this company again.
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 a dual US/UK citizen living in the UK. They were very familiar with the complexities of this situation and how to handle both the IRS and HMRC tax returns and additionally had advice on retirement. I highly recommend Edale.
Straightforward and efficient
Excellent call with Lawrie who gave me frank and straightforward advice which was valuable. Much appreciated.
Informative and friendly
I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK. He was very helpful and provided me with very useful information and advice 🙂
The advice received was explained in a clear, friendly, transparent way, especially using lay person’s language to explain technical terms.
The conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be aware and careful of, questions to ask my pension holder, and other important and useful elements. I came away from the call feeling reassured and confident about next steps to take. I’d recommend Edale to anyone, especially anyone interested in avoiding hard sells on products provided by the advisor.
Super helpful guidance from Lawrie which helped to make sense of a multitude of potential US/UK issues. Great signposting and he clearly is well versed in his field.
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning. He succinctly gave us an overview of the dual regimes and provided a road map for us to work our way through.
Very generous time and interest. Advice that I hadn’t found anywhere else. Thanks!
Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else. Thanks!
Super speedy and extremely helpful response!
I had a pressing query about US/UK banking and received a speedy (same evening!) extremely helpful response. Thank you so much!
Fantastic Service – Thanks so much
Signposting advice on main considerations as an US expat in the UK.
Incredibly helpful and informative.
My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances from the US to the UK. We were made to feel like no question was too big or too small, and Lawrie took the time to respond to each of these individually with great insight and guidance. We’d like to thank Edale and Lawrie for their helpful, informative and friendly service.
Excellent, knowledgeable, professional service
Lawrie has been excellent to work with, after searching for quite some time to find a company that does not require minimums to get started. He is responsive and thorough, and wants his clients to understand the process. They have all the services I need and I feel confident in my financial future. Would definitely recommend.
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. Living overseas it was tricky to get advice & not being a financial person made it difficult to understand all the implications. Lawrie was patient during explanations & a pleasure to deal with.
I would highly recommend Lawrie & Edale.
Julie.
Incredibly valuable free consultation, evaluated our options, suggested new ideas.
My wife and I had a free consultation with Lawrie from Edale this morning. We have a difficult decision to make of how to use the substantial inheritance money that needed both US and UK expertise. We are deciding between buying to let properties in the USA and repaying our mortgage and investing in the UK. Lawrie gave us a comprehensive analysis of the pros and cons of both strategies. He also brought our awareness to maximising our pension capabilities and offsetting our UK mortgage while we are waiting for the rest of the funds from the USA to become available. Everything he explained was in simple language and very clear. The consultation has given us a huge amount of pure value without trying to sell us any products. We are very grateful, thank you so much.
Very helpful, personalised advice based on my specific situation. highly recommended!!
so helpful & provided quick, personalised advice very smoothly through WhatsApp. very highly recommended!
Would recommend.
The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated accountant who could best serve my specialist needs. No hard sell for their other services. Would recommend.
Great company, provided exactly what I needed
Very happy that I stumbled on to Edale. They provided exactly what I was looking for, which was a relief given I had struggled to find any expertise in UK/US tax from various searching and somewhat inconsistent information by googling. As a UK citizen/resident I was needing help to understand the tax situation regarding 401Ks and IRAs that I had left in the US from time working there, and how the tax treaty would apply. Lawrie spent the time needed as one-off advice, explaining the situation and provided a letter to me, for use with the HMRC if ever required.
The process was painless, cost effective, extremely quick and on point.
Thanks Lawrie and the Edale team
Most helpful when trying to navigate Accidental American Kids compliance
Thanks to Laurie Chandler for offering advice and his patience in steering me in the right direction.
Prompt and helpful
EDALE was very prompt in contacting me and quickly arranged a first appointment. I was on a short deadline and they helped me achieve my objective in time. Lawrie was very helpful and conscientious and delivered exactly what he promised.
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 brief—researching future workforce skills needed on the journey to net zero—was well within their field of expertise, and they delivered high-quality results within a tight timeframe.
Lawrie and Simon’s dedication was evident not only in the depth and precision of their research but also in their commitment to presenting the final findings in person at our campus in Coventry. This personal touch was greatly appreciated by all involved.
Thank you
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, including from interviews with project participants, enabling them to reach a balanced and detailed assessment of the extent to which our project had attained its objectives, and whether its impacts could be sustained. There was constant contact with us, and Lawrie and Adrian met all the evaluation milestones we had set out. It was an absolute pleasure working with them!
Bringing clarity to UK/US retirement questions
I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially as it relates to investing for retirement. As a dual UK/US citizen married to a fellow dual citizen, and having lived in the UK since 2010, I was overwhelmed with how to most tax-efficiently invest for retirement given our mix of accounts in both the US (IRAs and Roth IRAs) and the UK (SIPP, employer pension, and USS). Thankfully, Edale provided clarity and guidance on every front.
Excellent Service Highly Recommend
Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a lot of companies out there who only focus on high net worth individuals or charge an arm and a leg to help regular people, but Edale is not one of them. This company is committed to helping regular folk build wealth at a reasonable price and I’m thankful for that.
Quick and effective
I highly recommend Lawrie at Edale for quick and effective investment support.
When I wanted to set up a Junior ISA for my daughter, who holds dual US and UK citizenship, Lawrie provided clear guidance on the available options. He handled the entire process with impressive efficiency, setting up the account in no time. His expertise made the experience seamless and stress-free.
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 some good advice and I really appreciated it.
Would definitely recommend him and Edale in the future.
Amazingly helpful
Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood what I needed to fill in for a complicated matter.
100% Recommend Edale!
Lawrie and Edale have been incredibly thorough and supportive throughout the journey – from the moment I’ve consulted about my unique circumstances with regards to investment options (being a dual US citizen living in the UK) to onboarding me as a client to invest through them. I am so happy and relieved hat I’ve finally found a solution to a problem I’ve had for years, and so grateful for Lawrie being so thorough with the whole process – all the information was made easy to digest and understand, and I could (and still can) reach out to Lawrie whenever I had/have questions, and he was readily available and prompt with his responses. I love that Edale accommodates to clients of various sizes, and that I can invest at the pace and amount I feel comfortable in. Thank you so much!
Everything I needed!
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise me because of my USA citizenship. Lawrie was just the ticket – a straight talking, forward thinking Financial Advisor with a depth of understanding around the tax implications of various investment vehicles as it related to expat Americans. His solutions were inventive and right away I made a huge financial win that would have otherwise passed me by! I highly recommend!
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 and Simon demonstrated utmost professionalism, guiding us expertly through the entire evaluation process. Their deep understanding of our organisation, the programme’s services, and our client base was particularly impressive. Simon’s responsiveness in making necessary amendments to the final report was commendable. The team’s efficiency and attention to detail ensured that the evaluation accurately reflected our work and impact. Working with Edale has been a smooth and productive experience. Their expertise in external evaluation has provided us with valuable insights into our funded programme’s effectiveness. I highly recommend Edale for organisations seeking thorough and professional evaluation services.
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 living in the UK. I was searching for someone who knows, and could give financial advice for both sides of the pond; so to speak. I also was wanting a small and personal, yet local group in Surrey. Laurie offered his time, pro bono, to help walk me through and do all the necessary math to get the information I was needing. He did this knowing I had no money to invest (or even give advice on) at that time. This is customer service at its very best. I think I almost cried when he said he could help me with that free of charge!
I had a long conversation with Lawrie Chandler to explore the financial implications of moving my tax residency from the US to the UK. I found his knowledge of the pros and cons very helpful.
Some specialists in international relocation and tax affairs who will give only a short interview and are sparing in their advice until you sign up and pay their fees. From my experience, Edale let’s you explore the many what-ifs in a friendly exchange of views and options. My instinct tells me that the company focuses on long-term relationships built on trust and mutually beneficial results.
Professional, knowledgeable, and flexible
Working with the Edale team has been brilliant – they are always willing to share knowledge and have a can-do attitude. They take a flexible approach to their work which is always appreciated, and the work produced has been impressive. They are organised, on time, and have been a pleasure to work with.
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 recommended to use Edale and Lawrie, to this day I am truly thankful that this took place. The very high professional and friendly service provided with immediate contact and liaise capability, provides the investor with assurances and confidence, this I always receive with Edale. My Portfolio and Market information is completley assured and the regular reviews allow for any changes to be instigated.
Edale is …truly professional, meticulous and supportive to their word, very much appreciated indeed.
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. Lawrie was approachable, knowledgeable and gave much valued support. I feel the teams input was beneficial and supported Core’s progression and growth and would I highly recommend Edale’s services.
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 accelerating some of the timelines on the work needed .
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 I like most about his approach is he is very practical for example I say I have a problem with administration he will signpost me to a specific solution, compared to previous events I have attend in other programs else where the programs centred on a theocratical approach by the end of these programs I had a “things to do list” no real change I believe any business is about doing , action and Aim for gold has that approach. The solutions provide are timely and prompt.
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 in clear timelines and the end result was exactly what we asked for.
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 – people just don’t know what they miss sometimes when they don’t attend.
dual US/UK nationality family
Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I am very happy with the outcome and intend to continue the relationship in the longer term.
Very efficient and informative.
Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!
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 organisations and local authorities together. As a local authority, we wanted to be part of the workshop attendees, and build trust with a bottom up approach. Edale were attentive, listened and adapted to the audience. This built trust, and enable a safe space for attendees to discuss ideas and develop their business models.
Not only did this help exceed our initial objectives, it also created an opportunity for professional development internally, as we learnt from Edale’s techniques and through the workshops, became more business proficient ourselves.
Special mention should go to Edale’s ability to adapt and work flexibly around COVID 19 disruption to our face to face events. We were able to adapt our agreed workplan and move online exclusively.
We would recommend working with Edale!
It was great…
It was great working with Edale over the last couple of months, it helped me focus on the many different aspects of my business.
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 my business. The group were also able to give a little lift to each week and give me the mental push to get on with things ready for imminent re-opening. The outcomes of this for me personally were 1) to have an organised plan and way forward 2) the contacts I have made as part of the group and will ensure visiting in the future, once we are all able to.
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 to improve my business.
Highly recommended
A very professional approach.
All information on our meetings were well prepared – a lot of thought has gone into them.
A lot of information was covered in each session, which will be of immense help in the future.
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 with a business plan/model to give my idea some perspective and then we went through a financial plan together, crunching all the numbers to see how the business would make a profit.
Before my sessions with Lawrie, I had all the ideas floating around in my head but didn’t have the knowhow to start turning it into a reality which is what Lawrie has helped me do. I now have a strong business and financial plan to work with and can start to get things moving.
Lawrie really has helped me take my business to the next level and I can’t thank him enough, his vast range of knowledge is just amazing and I can’t see any business he wouldn’t be able to help. As well as that he is a really nice guy, I could tell he genuinely cared about me and my business and but all his efforts into helping me succeed.
I would recommend Lawrie and Edale to anyone without a doubt!
Very professional, easy to work with, could not ask for a better partnership when investing hard earned money.
Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for him or Edale. Lawrie explained everything item step by step during the transfer of my investment. I will in the near future transfer my other investment with Lawrie and Edale.
First class service many thanks.
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 best hour’s support I’ve had! Lawrie was knowledgeable, clear and efficient, both in the design and delivery of my associate framework.
I can now move forward with confidence and look forward to working with Edale again!
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 our bsuiness model to ensure he gave sound, constructive advice.
Very good and most helpful
Excellent help
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 pleased with end result
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
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 that Lawrie and the team provided was first rate and very thorough, especially given the extremely tight timescales we were working to. Lawrie communicated with us all the way and offered really useful advice that enabled us to get the best result. I would recommend Edale to other public bodies looking to appoint consultants to undertake financial due diligence work.
Experienced business professionals
Lawrie and Adrian have a wide range of experience between them and as a result have been a helpful addition to our delivery team, especially with the explanation and application of the Business Model Canvas. They have been willing to be flexible and responsive to our requirements which has been essential for our type of project.
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 of ideas. He was approached to help me refine and add more coherence to my marketing strategy, but quickly recognising that for my circumstances that doesn’t mean “step 1, Google adverts, step 2, Facebook adverts”, we were able to cut deeper into what I am trying to do and what approach will achieve that.
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 time and makes sure that everyone has their questions answered. We will definitely be working with Edale again in future.
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 plenty of opportunities for questions and clarification.
Excellent! Great advisor.
Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we have. He has dedicated all the necessary time and has been proactive.
Great holistic experience
A great tutor and environment for a great formative experience. A basket of challenges, different skills and innovation.
A meaningful work experience
My experience at Edale was my first work experience abroad, which allowed me to build a solid set of essential skills for my career in finance on a learning-by-doing basis with two different businesses within a dynamic environment. With the help of Lawrie, who was and still is an energetic and motivational manager and mentor with whom I truly enjoyed working on different projects involving the creation from scratch, the development and management of a startup, I was able to grow efficiently on a professional level but also on a personal level.
Well worth knowing.
I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a pleasure to work with.
Thank you
Thank you very much Lawrie for your effective diligence!
Great Service from Edale!
First class service
Have only been with Edale for a short while but so far they have been very attentive and demonstrated a clear understanding of my financial planning requirements. Very impressed.
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 for a way to recover the funds that my former employer debited from my salary to place it in the Australia Superannuation. For almost 5 years I was looking for advice to recover my funds that were in the sunsuper Australian Superannuation. Many times I got myself with many buracratic obstacles, especially trying to recover the funds from abroad. The process to recover the funds through the web page of the Australian tax office and the sunsuper website is very cumbersome and discouraging. My complications ended when I came across with Edale. Under the advice of Edale I was able to recover the funds and deposit them in the bank account of my preference. Edale completed the due diligence in an effective and fast way, helping me to receive the funds in a short time.
Diligent and responsive!
I was visited by Lawrie Chandler in São Paulo, and shortly after I asked for his assistance with regards to a divestment. He guided me through the process and assisted even after I realized that there was some problems with my request. His diligent and responsive handling helped me sort out the situation and made me feel comfortable along the process.