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Some previous reviews
Very quick to respond & helpful
I pretty much had my questions answered within 3 emails. Great service.
Thomas
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
Very good and most helpful
Excellent help
M Dunbar
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
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Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a US citizen living in the UK.
One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
Read more “Helpful and informative advice on US citizen living in UK”
Lauren
Fantastically knowledgeable help
Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my
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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
Extremely strongly recommended. See testimonial below.
We are joint UK US citizens in our 70s and considering the implications for having our children in the USA
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We are joint UK US citizens in our 70s and considering the implications for having our children in the USA Roth IRA if we returned to the US. Lawrie is very efficient, extremely knowledgeable in this specialist area and very pleasant. We honestly think he is a superb resource in discussing options. Edale and Lawrie define value of consultation. Very strongly recommended
Read more “Extremely strongly recommended. See testimonial below.”
Andrew
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
Great getting together with like minded people on the programme
It has been great getting together with like minded people on the programme and this has generated lots of ideas
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It has been great getting together with like minded people on the programme and this has generated lots of ideas to improve my business.
Highly recommended
Highly recommended
Read more “Great getting together with like minded people on the programme”
Rick
Professional, knowledgeable, and flexible
Working with the Edale team has been brilliant – they are always willing to share knowledge and have a can-do
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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