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Some previous reviews
Very efficient and informative.
Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!
Danny
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
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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!
Nanci
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
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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!
Dominic
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
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I had a pressing query about US/UK banking and received a speedy (same evening!) extremely helpful response. Thank you so much!
Frevisse
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
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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.
Read more “Knowledgable and helpful, addressed my particular circumstances very well”
Kathryn
Professional, knowledgeable, and flexible
Working with the Edale team has been brilliant – they are always willing to share knowledge and have a can-do
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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.
Joanna
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,
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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.
Darren
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
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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
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
Lisa Wilson
Great service and advice.
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my
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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.
Claire