Financial Advice Case Studies & Client Testimonials

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.

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.

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.

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.

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!

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!

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!

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.

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.