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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

A very professional approach.

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

Wayne

Really helpful.

Edale were really helpful to me and gave me good pointers on the direction I should take. I’d go back

Kecia

Clear and concise intro to funding options for clean growth business.

The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with

Richard

Edale have transformed my business idea into a model that can be made a reality, they are amazing at what they do!

I went to Lawrie with an idea for a business, which some would say was unrealistic, but Lawrie helped me

Lewis

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

Donald

Helpful and informative

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

Melanie

Knowledgable and helpful, addressed my particular circumstances very well

Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now

Kathryn

Certainly not “copy and pasted” advice

Lawrie is one of those guys with experience and business creativity that means every conversation you leave with a wealth

Vann

Very quick to respond & helpful

I pretty much had my questions answered within 3 emails. Great service.

Thomas


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

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