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Some previous reviews
Five star across the board!
SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good,
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SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good, patient listener, thoroughly informed re: UK/US tax issues in our ever-changing world. Professional advice, on-time delivery and fair fees. Highly recommend.
Judy G
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
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
Laura
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
Excellent! Great advisor.
Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we
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Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we have. He has dedicated all the necessary time and has been proactive.
Jonathan
Very good and most helpful
Excellent help
M Dunbar
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 knowledgeable, great experience with Edale
I had a chat with Lawrie today. Very lovely to chat to and clearly knows his stuff. He gave me
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I had a chat with Lawrie today. Very lovely to chat to and clearly knows his stuff. He gave me some good advice and I really appreciated it.
Would definitely recommend him and Edale in the future.
Would definitely recommend him and Edale in the future.
Adam
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