We are keen to gather review of work we undertake for clients. Feedback here is part of our tracking our social mission, which is to help people to be more in tune with their finances and investments. You can read more on our social mission by clicking this text.
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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
It was a pleasure working with Lawrie and Adrian during their evaluation of our cross-border project. They were highly professional and sensitive to the subject matter, as well as curious to find out from participants how the project was for them. I can highly recommend Edale.
Edale proved themselves to be extremely professional in their evaluation of our cross-border project. They collected significant amounts of data,
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Edale proved themselves to be extremely professional in their evaluation of our cross-border project. They collected significant amounts of data, including from interviews with project participants, enabling them to reach a balanced and detailed assessment of the extent to which our project had attained its objectives, and whether its impacts could be sustained. There was constant contact with us, and Lawrie and Adrian met all the evaluation milestones we had set out. It was an absolute pleasure working with them!
Anthony
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
Very Insightful
Had a very insightful chat with Lawrie discussing financial planning. Would recommend no matter what stage you’re at!
Charlotte
Advice on the financial reporting and tax liability for a Junior Isa for my American child.
I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for
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I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for a Junior Isa for my American child. Laurie was very knowledgeable and easy to talk to about this matter. If we needed financial advice for investments in the future we would engage with this company again.
Ginnie
Edale ran our series of co-creation workshops. They drove the project expertly, building trust with attendees and exceeding the objectives we initially set ourselves.
We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature
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We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature organisations and local authorities together. As a local authority, we wanted to be part of the workshop attendees, and build trust with a bottom up approach. Edale were attentive, listened and adapted to the audience. This built trust, and enable a safe space for attendees to discuss ideas and develop their business models.
Not only did this help exceed our initial objectives, it also created an opportunity for professional development internally, as we learnt from Edale’s techniques and through the workshops, became more business proficient ourselves.
Special mention should go to Edale’s ability to adapt and work flexibly around COVID 19 disruption to our face to face events. We were able to adapt our agreed workplan and move online exclusively.
We would recommend working with Edale!
Not only did this help exceed our initial objectives, it also created an opportunity for professional development internally, as we learnt from Edale’s techniques and through the workshops, became more business proficient ourselves.
Special mention should go to Edale’s ability to adapt and work flexibly around COVID 19 disruption to our face to face events. We were able to adapt our agreed workplan and move online exclusively.
We would recommend working with Edale!
Alex
Approachable, knowledgeable and gave much valued support
It was a pleasure to work with Lawrie and his team as part of the Digital City Investor Readiness programme.
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It was a pleasure to work with Lawrie and his team as part of the Digital City Investor Readiness programme. Lawrie was approachable, knowledgeable and gave much valued support. I feel the teams input was beneficial and supported Core’s progression and growth and would I highly recommend Edale’s services.
Read more “Approachable, knowledgeable and gave much valued support”
Paul
Drawing down US pensions from the perspective of a UK resident
Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK
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Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK resident. I’d recommend Lawrie and Edale.
Read more “Drawing down US pensions from the perspective of a UK resident”
Donald
my intial meeting with Lawrie was extremely helpful and was an impetus to get my US/UK investments and cross-border tax strategy sorted.
I love the social mission that Edale have. They don’t care if you’re small potatoes and have less than £100k
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I love the social mission that Edale have. They don’t care if you’re small potatoes and have less than £100k to invest. They will work with you and help you. They’re used to dealing with expats unlike US only or UK only financial advisors and tax advisors. It’s one stop shopping, I hope, and peace of mind!
Nanci