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As a UK expatriate it is difficult to find accurate and impartial financial advice. I was pleased to discover Edale, who offer a comprehensive and personalised service. There is certainly no ‘hard sell’ and in my initial consultation I was able to discuss the options without any obligation. I’m not in immediate need of their fee-bearing services but if this changes Edale will be my first port of call.

Some specialists in international relocation and tax affairs who will give only a short interview and are sparing in their advice until you sign up and pay their fees. From my experience, Edale let’s you explore the many what-ifs in a friendly exchange of views and options. My instinct tells me that the company focuses on long-term relationships built on trust and mutually beneficial results.

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.

Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of dealing with US based retirement accounts when becoming tax resident in the UK. Their rates sound very reasonable and Edale can probably save you major headaches and financial pain as these types of situations are minefields/very complex if trying to navigate alone!

Edale were really helpful to me and gave me good pointers on the direction I should take. I’d go back to them for further advice without hesitation.

My husband and I spoke with Lawrie months ago and I am hugely remiss in posting this testimonial for reasons related the query that prompted me to contact Edale in the first place. Based on incredibly positive feedback about Edale, I’d reached out for tax and retirement advice as we were selling our home in the England, buying a new one in Wales, and looking toward retirement under the US Rule of 55 funded largely by a 401k but also UK pensions. As dual citizens (US/UK), we were overwhelmed by the complexity of tax laws and had no idea how to navigate retirement in the UK, but we were also interested in understanding financing options for the purchase of our new home. Lawrie met with us, explained our options, warned us of situations to avoid, and after our initial call, subsequently came back to us with extremely helpful clarification of the Rule of 55. After a quite busy few months, we are only now settling into our new home, and I was thinking about how it was Lawrie who helped us get here. That’s when it occurred to me I’d never written a review.
We simply could not recommend Edale and Lawrie more highly. Aside from his clear knowledge of all things financial, what struck us the most about Lawrie is how kind and genuine he is. In a world where people are increasingly unkind to each other, and particularly to those “not from around here” (wherever “here” is), speaking with someone so considerate, understanding, compassionate, and non-judgmental left a lasting impression on us. The consultation with Edale cost us nothing, despite how very valuable Lawrie’s time surely is. Social impact indeed, Edale far exceed their focus on making a difference. I look forward to working with Edale again for pension planning, investment strategies, and income management.

I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not feel rushed and was reassured about my financial concerns.