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Some previous reviews
Professional, competent service provided. End evaluation was comprehensive, thorough and met the brief.
From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with
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From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with in clear timelines and the end result was exactly what we asked for.
Richard
The advice received was explained in a clear, friendly, transparent way, especially using lay person’s language to explain technical terms.
The conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be
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The conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be aware and careful of, questions to ask my pension holder, and other important and useful elements. I came away from the call feeling reassured and confident about next steps to take. I’d recommend Edale to anyone, especially anyone interested in avoiding hard sells on products provided by the advisor.
Doreen
Clear explanations and advice with a human touch
Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions.
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Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions. He is very good at breaking things down and demystifying terms and options, and his friendly and sympathetic manner were particularly welcome.
Read more “Clear explanations and advice with a human touch”
Rachel
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
dual US/UK nationality family
Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I
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Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I am very happy with the outcome and intend to continue the relationship in the longer term.
Gavin
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
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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
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.
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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
Thought leaders and great partners towards your financial goals
Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can
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Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can help you
Read more “Thought leaders and great partners towards your financial goals”
Doruk
Very generous time and interest. Advice that I hadn’t found anywhere else. Thanks!
Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else.
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Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else. Thanks!
Read more “Very generous time and interest. Advice that I hadn’t found anywhere else. Thanks!”
Jimmie