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Some previous reviews
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
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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.
Edale is …truly professional, meticulous and supportive to their word, very much appreciated indeed.
Trevor
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
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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
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
Read more “Professional, helpful, solved my issue. Highly recommended”
Rupert
A very professional approach.
All information on our meetings were well prepared – a lot of thought has gone into them. A lot of
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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.
A lot of information was covered in each session, which will be of immense help in the future.
Wayne
Helpful Advice
I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are
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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.
James
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
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
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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.
Andrew Reeves
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
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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!
Read more “Knowledgeable about the complexities of US/UK financial matters”
Isabel
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
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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.
Read more “Phoned on the off chance. Got very helpful signposting”
Kathryn
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