Private Client

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.

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.

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.

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.

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.

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

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!