Rate us

I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed up with an email containing helpful links and advice. I’m looking forward to continuing with this service.

My wife and I had a free consultation with Lawrie from Edale this morning. We have a difficult decision to make of how to use the substantial inheritance money that needed both US and UK expertise. We are deciding between buying to let properties in the USA and repaying our mortgage and investing in the UK. Lawrie gave us a comprehensive analysis of the pros and cons of both strategies. He also brought our awareness to maximising our pension capabilities and offsetting our UK mortgage while we are waiting for the rest of the funds from the USA to become available. Everything he explained was in simple language and very clear. The consultation has given us a huge amount of pure value without trying to sell us any products. We are very grateful, thank you so much.

I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far am very impressed with the advice I have received from edale. I look forward to working with edale in the future.

As a dual US/UK citizen, I had a small UK pension from working there in the 1980s and struggled to find anyone who could advise me on the most tax-efficient way to access it. None of the pension providers were able to help or even point me in the right direction.
I came across Lawrie at Edale, and he was outstanding. He gave me clear, practical advice, handled the entire process for me, and set everything up so I can take an annual drawdown over the next four years until I am ready to begin drawing Social Security and my UK State Pension.
Lawrie made what had been a confusing and frustrating process remarkably straightforward. I would highly recommend both Lawrie and Edale to anyone needing help with UK pension planning, particularly where there is a US/UK element involved.

Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else. Thanks!

Edale provided exceptional support in evaluating our Digital Pathfinders programme, which served businesses across the North of Tyne region. Lawrie and Simon demonstrated utmost professionalism, guiding us expertly through the entire evaluation process. Their deep understanding of our organisation, the programme’s services, and our client base was particularly impressive. Simon’s responsiveness in making necessary amendments to the final report was commendable. The team’s efficiency and attention to detail ensured that the evaluation accurately reflected our work and impact. Working with Edale has been a smooth and productive experience. Their expertise in external evaluation has provided us with valuable insights into our funded programme’s effectiveness. I highly recommend Edale for organisations seeking thorough and professional evaluation services.

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.