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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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What do you think about us?


Some previous reviews

A very professional approach.

All information on our meetings were well prepared – a lot of thought has gone into them. A lot of
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Wayne

Great meeting!

Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.

Kiran

Very efficient and informative.

Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!

Danny

Helpful and informative

Grateful for the consultation. Lawrie is very knowledgeable and helpful at answering questions and pointing you in the right direction.

Melanie

Amazingly helpful

Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood
…

Katie

dual US/UK nationality family

Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I
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Gavin

Compassionate and clear financial advice that made all the difference!

As someone with no financial knowledge and a lot of anxiety around investing across borders, Edale was a godsend! Lawrie
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Sophie

Excellent Service Highly Recommend

Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a
…

Precious

Incredibly helpful and informative.

My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances
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Rory


ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

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