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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

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

My complications ended when I came across Edale

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking

Jose

Edale ran our series of co-creation workshops. They drove the project expertly, building trust with attendees and exceeding the objectives we initially set ourselves.

We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature

Alex

Incredibly valuable free consultation, evaluated our options, suggested new ideas.

My wife and I had a free consultation with Lawrie from Edale this morning. We have a difficult decision to

Alexander

100% Recommend Edale!

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

Nina

Very thorough and pertinent advice from Lawrie. He has ample patience for someone my age and didn’t make me feel rushed or under pressure.

I have complex tax and investment needs covering both the US and UK. My goal is to retire in the

Vivien

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 –

Simon

Would recommend.

The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated

Stuart

I would highly recommend using Edale.

Lawrie has been most helpful with a variety of US retirement questions. He has provided good information and succinct advice.

Sarah


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

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