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Some previous reviews
One of the best funding presentations I’ve attended
It was probably one of the best funding presentations I’ve attended – focused, niched, lots of practical implementation advice –
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It was probably one of the best funding presentations I’ve attended – focused, niched, lots of practical implementation advice – people just don’t know what they miss sometimes when they don’t attend.
Read more “One of the best funding presentations I’ve attended”
Simon
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
Very professional, easy to work with, could not ask for a better partnership when investing hard earned money.
Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for
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Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for him or Edale. Lawrie explained everything item step by step during the transfer of my investment. I will in the near future transfer my other investment with Lawrie and Edale.
First class service many thanks.
First class service many thanks.
Gary
Edale were very helpful giving advice about how to handle taxes for US/UK dial citizens living in the UK
I chatted with Edale to find answers to a number of questions I had about how to manage taxes when
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I chatted with Edale to find answers to a number of questions I had about how to manage taxes when a dual US/UK citizen living in the UK. They were very familiar with the complexities of this situation and how to handle both the IRS and HMRC tax returns and additionally had advice on retirement. I highly recommend Edale.
David
Really helpful 121 consultation
Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the
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Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the UK. Lawrie patiently answered our specific questions as a young couple (myself American and husband British), provided a helpful resource link afterwards, and was straightforward with next steps, without it feeling like a hard sell. Would definitely recommend to anyone and would contact Lawrie in future for future planning/ questions!
Kathryn
Informative and friendly
I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK.
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I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK. He was very helpful and provided me with very useful information and advice 🙂
Shane
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
Laura
Fantastic Service – Thanks so much
Signposting advice on main considerations as an US expat in the UK.
Josh
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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All information on our meetings were well prepared – a lot of thought has gone into them.
A lot of information was covered in each session, which will be of immense help in the future.
A lot of information was covered in each session, which will be of immense help in the future.
Wayne