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Some previous reviews
Clear and concise intro to funding options for clean growth business.
The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with
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The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with plenty of opportunities for questions and clarification.
Read more “Clear and concise intro to funding options for clean growth business.”
Richard
I would highly recommend using Edale.
Lawrie has been most helpful with a variety of US retirement questions. He has provided good information and succinct advice.
Sarah
Bringing clarity to UK/US retirement questions
I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially
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I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially as it relates to investing for retirement. As a dual UK/US citizen married to a fellow dual citizen, and having lived in the UK since 2010, I was overwhelmed with how to most tax-efficiently invest for retirement given our mix of accounts in both the US (IRAs and Roth IRAs) and the UK (SIPP, employer pension, and USS). Thankfully, Edale provided clarity and guidance on every front.
Jesse
I have found Edale very easy to work with and quick to respond to requests.
I have found Edale very easy to work with and quick to respond to requests. They were very accommodating in
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I have found Edale very easy to work with and quick to respond to requests. They were very accommodating in accelerating some of the timelines on the work needed .
Read more “I have found Edale very easy to work with and quick to respond to requests.”
Tess
Incredibly helpful and informative.
My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances
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My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances from the US to the UK. We were made to feel like no question was too big or too small, and Lawrie took the time to respond to each of these individually with great insight and guidance. We’d like to thank Edale and Lawrie for their helpful, informative and friendly service.
Rory
Compassionate and clear financial advice that made all the difference!
As someone with no financial knowledge and a lot of anxiety around investing across borders, Edale was a godsend! Lawrie
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As someone with no financial knowledge and a lot of anxiety around investing across borders, Edale was a godsend! Lawrie was so helpful and clear – breaking down my options into manageable steps.
Read more “Compassionate and clear financial advice that made all the difference!”
Sophie
Would recommend.
The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated
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The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated accountant who could best serve my specialist needs. No hard sell for their other services. Would recommend.
Stuart
A highly professional and responsive service delivered under extremely tight timescales
We commissioned Edale to undertake some financial due diligence for a prospective investment that the LEP was considering. The service
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We commissioned Edale to undertake some financial due diligence for a prospective investment that the LEP was considering. The service that Lawrie and the team provided was first rate and very thorough, especially given the extremely tight timescales we were working to. Lawrie communicated with us all the way and offered really useful advice that enabled us to get the best result. I would recommend Edale to other public bodies looking to appoint consultants to undertake financial due diligence work.
Read more “A highly professional and responsive service delivered under extremely tight timescales”
John
Very polite and friendly and helpful!
Our situation is a little complex, and although Lawrie couldn’t help directly they recommended a couple of other companies for
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Our situation is a little complex, and although Lawrie couldn’t help directly they recommended a couple of other companies for us to contact. Many thanks!
Lisa