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We are keen to gather review of work we undertake for clients. Feedback here is part of our tracking our social mission, which is to help people to be more in tune with their finances and investments. You can read more on our social mission by clicking this text.

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Some previous reviews

Very helpful indeed

Not all the answers we wanted to hear, but extremely helpful.

David

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
…

Gavin

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

Informative and friendly

I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK.
…

Shane

Inheritance with cross border questions

I spoke to Lawrie on an introductory call and he couldn’t have been more helpful and informative. He was patient
…

Leanne

Thank you

Thank you very much Lawrie for your effective diligence!

Michael

Would recommend.

The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated
…

Stuart

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

Quick query clearly answered

Lawrie was very helpful – I had a quick question which I was struggling to find answers for and Lawrie
…

Jessica


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

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