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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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Some previous reviews

Really helpful 121 consultation

Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the

Kathryn

It was great…

It was great working with Edale over the last couple of months, it helped me focus on the many different

Richard

100% Recommend Edale!

Lawrie and Edale have been incredibly thorough and supportive throughout the journey – from the moment I’ve consulted about my

Nina

Bringing clarity to UK/US retirement questions

I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially

Jesse

Very efficient and informative.

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

Danny

A Top Professional Financial Advisory Service

Edale have and are continuing to provide Financial advice and services to me in my early retirement years, I was

Trevor

Professional, competent service provided. End evaluation was comprehensive, thorough and met the brief.

From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with

Richard

Quick query clearly answered

Lawrie was very helpful – I had a quick question which I was struggling to find answers for and Lawrie

Jessica

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.

Paul


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

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