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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

Most helpful when trying to navigate Accidental American Kids compliance

Thanks to Laurie Chandler for offering advice and his patience in steering me in the right direction.

Fiona

Pension for self employed American in the UK

As a US citizen who has lived in lots of countries I found Lawrie’s advice very helpful and clear.

Skye

Very quick to respond & helpful

I pretty much had my questions answered within 3 emails. Great service.

Thomas

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

Lisa

Helpful and informative advice on US citizen living in UK

Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a

Lauren

Edale provided exceptional support in evaluating our Digital Pathfinders programme, which served businesses across the North of Tyne region.

Edale provided exceptional support in evaluating our Digital Pathfinders programme, which served businesses across the North of Tyne region. Lawrie

Amanda

Edale ran our series of co-creation workshops. They drove the project expertly, building trust with attendees and exceeding the objectives we initially set ourselves.

We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature

Alex

Talking with Lawrie was really helpful.

Lawrie helped us avoid pursuing ill advised changes and gave us valuable advise on dealing with issues that others had

Jolyon

Great meetings, hosted by Adrian the peer group was well balanced and provided plenty of feedback and food for thought

The peer review worked very well for me, with some real nuggets of quick wins that could be made to

Lorraine


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

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