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Some previous reviews
Lawrie was very helpful and provided me with some useful guidance on an investment basis. I have tax and financial affairs that are more complex than usual, due to holding multiple citizenships and Lawrie was very knowledgeable and able to answer many of my questions over a 10 minute call.
I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I
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I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not feel rushed and was reassured about my financial concerns.
Alex
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
Laura
Quick and effective
I highly recommend Lawrie at Edale for quick and effective investment support. When I wanted to set up a Junior
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I highly recommend Lawrie at Edale for quick and effective investment support.
When I wanted to set up a Junior ISA for my daughter, who holds dual US and UK citizenship, Lawrie provided clear guidance on the available options. He handled the entire process with impressive efficiency, setting up the account in no time. His expertise made the experience seamless and stress-free.
When I wanted to set up a Junior ISA for my daughter, who holds dual US and UK citizenship, Lawrie provided clear guidance on the available options. He handled the entire process with impressive efficiency, setting up the account in no time. His expertise made the experience seamless and stress-free.
Will
No upselling, straightforward advice and information
The information you provided was super useful and clear – thank you! And I appreciate the fact you were up
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The information you provided was super useful and clear – thank you! And I appreciate the fact you were up front and said you felt you could add no real value in my particular situation. It was great to get your candid input and it is clear you know your stuff – THANKS!
Read more “No upselling, straightforward advice and information”
Dave
Edale has been incredibly helpful in my search for financial advice, and Lawrie was fantastic! He was incredibly patient, professional and helpful.
I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short
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I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short consultation (as I’ve had with other companies), and Lawrie really took the time to listen and to understand what my queries and concerns were. I felt I had a complex issue I was seeking advice on, and his experience and professionalism showed. The free consultation lasted much longer than I was expecting, and I never felt rushed. I will absolutely be using Edale in the future, and I would suggest others do the same!
Maureen
Knowledgeable, concise and accessible.
Lawrie was extremely helpful in bringing clarity to my situation and advising the best way to handle my US investments
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Lawrie was extremely helpful in bringing clarity to my situation and advising the best way to handle my US investments and pension while living in the UK. I appreciate his concise approach with no sales pitches.
Karen
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
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I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially as it relates to investing for retirement. As a dual UK/US citizen married to a fellow dual citizen, and having lived in the UK since 2010, I was overwhelmed with how to most tax-efficiently invest for retirement given our mix of accounts in both the US (IRAs and Roth IRAs) and the UK (SIPP, employer pension, and USS). Thankfully, Edale provided clarity and guidance on every front.
Jesse
Excellent Service Highly Recommend
Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a
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Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a lot of companies out there who only focus on high net worth individuals or charge an arm and a leg to help regular people, but Edale is not one of them. This company is committed to helping regular folk build wealth at a reasonable price and I’m thankful for that.
Precious
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