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.
These views may be published, so we only ask for your first name only. Thanks for your feedback.
Required
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
…
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
Advice on the financial reporting and tax liability for a Junior Isa for my American child.
I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for
…
I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for a Junior Isa for my American child. Laurie was very knowledgeable and easy to talk to about this matter. If we needed financial advice for investments in the future we would engage with this company again.
Ginnie
Straightforward and efficient
Excellent call with Lawrie who gave me frank and straightforward advice which was valuable. Much appreciated.
Toby
Fantastically knowledgeable help
Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my
…
Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my little US retirement savings from a two-year employment some years ago, being a permanent UK resident and finally old enough to take them out. Laurie clearly knew the exact situation, helped me to understand the jargon, could answer all my questions easily, and showed me clearly how to proceed so as to end up paying a much smaller tax rate than the scary 30% that I’d seen banded about on websites. No attempt to sell me anything I didn’t need, and a complete understanding that my income and savings are small and not ‘big gun’ investments. Very very helpful – thank you so much!
Clare
Great meeting!
Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.
Kiran
Super helpful guidance from Lawrie which helped to make sense of a multitude of potential US/UK issues. Great signposting and he clearly is well versed in his field.
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning.
…
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning. He succinctly gave us an overview of the dual regimes and provided a road map for us to work our way through.
Mary
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
…
I was fortunate enough to be supported by Lawrie with associate contracting and resources.
It was without a doubt, the best hour’s support I’ve had! Lawrie was knowledgeable, clear and efficient, both in the design and delivery of my associate framework.
I can now move forward with confidence and look forward to working with Edale again!
It was without a doubt, the best hour’s support I’ve had! Lawrie was knowledgeable, clear and efficient, both in the design and delivery of my associate framework.
I can now move forward with confidence and look forward to working with Edale again!
Patsy
Professional, knowledgeable, and flexible
Working with the Edale team has been brilliant – they are always willing to share knowledge and have a can-do
…
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
Everything I needed!
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise
…
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise me because of my USA citizenship. Lawrie was just the ticket – a straight talking, forward thinking Financial Advisor with a depth of understanding around the tax implications of various investment vehicles as it related to expat Americans. His solutions were inventive and right away I made a huge financial win that would have otherwise passed me by! I highly recommend!
Kelly