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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

Great meeting!

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

Kiran

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,

Darren

Really helpful.

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

Kecia

Very generous time and interest. Advice that I hadn’t found anywhere else. Thanks!

Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else.

Jimmie

A highly professional and responsive service delivered under extremely tight timescales

We commissioned Edale to undertake some financial due diligence for a prospective investment that the LEP was considering. The service

John

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

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

Gavin

Super speedy and extremely helpful response!

I had a pressing query about US/UK banking and received a speedy (same evening!) extremely helpful response. Thank you so

Frevisse

A very professional approach.

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

Wayne


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

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