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Some previous reviews
No upselling, straightforward advice and information
The information you provided was super useful and clear – thank you! And I appreciate the fact you were up
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The information you provided was super useful and clear – thank you! And I appreciate the fact you were up front and said you felt you could add no real value in my particular situation. It was great to get your candid input and it is clear you know your stuff – THANKS!
Read more “No upselling, straightforward advice and information”
Dave
Phoned on the off chance. Got very helpful signposting
I phoned up on the off chance and was given a very helpful overview of my situation by Lawrie. I
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I phoned up on the off chance and was given a very helpful overview of my situation by Lawrie. I would certainly come back for more advice should it be necessary.
Read more “Phoned on the off chance. Got very helpful signposting”
Kathryn
Helpful Advice
I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are
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I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are more in-line with my requirements. Very honest and straight forward interaction, which I appreciated.
James
Very efficient and informative.
Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!
Danny
Contacted over whatsapp… Lawrie very fast and very knowledgeable reply… with lots of good relevant information and ideas
I didn’t know what to expect from edale… but I was delighted with the super prompt and expert response via
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I didn’t know what to expect from edale… but I was delighted with the super prompt and expert response via WhatsApp from Lawrie. Lots of good relevant information and ideas and a firm basis to move forward.
Antony
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
Everything I needed!
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise
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I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise me because of my USA citizenship. Lawrie was just the ticket – a straight talking, forward thinking Financial Advisor with a depth of understanding around the tax implications of various investment vehicles as it related to expat Americans. His solutions were inventive and right away I made a huge financial win that would have otherwise passed me by! I highly recommend!
Kelly
Edale has been incredibly helpful in my search for financial advice, and Lawrie was fantastic! He was incredibly patient, professional and helpful.
I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short
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I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short consultation (as I’ve had with other companies), and Lawrie really took the time to listen and to understand what my queries and concerns were. I felt I had a complex issue I was seeking advice on, and his experience and professionalism showed. The free consultation lasted much longer than I was expecting, and I never felt rushed. I will absolutely be using Edale in the future, and I would suggest others do the same!
Maureen
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