Rate us

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

Helpful and knowledgeable and gave impartial advice (that did not benefit them). Recommended.

Thanks Lawrie for a useful phone. Much appreciated.

Alice

Expert advice!

I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.

Laura

Helpful and informative advice on US citizen living in UK

Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a
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Lauren

I have found Edale very easy to work with and quick to respond to requests.

I have found Edale very easy to work with and quick to respond to requests. They were very accommodating in
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Tess

Concise useful info!

Had a brief discussion with Lawrie and he was able to steer me in the right direction for further investigation
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Dave

Talking with Lawrie was really helpful.

Lawrie helped us avoid pursuing ill advised changes and gave us valuable advise on dealing with issues that others had
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Jolyon

Very pleased with end result

Edale helped us develop a project during the Covid-19 lockdown and were really helpful in coming up with solutions. Very
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Fiona

Professional, helpful, solved my issue. Highly recommended

Lawrie was extremely helpful, analysed my situation clearly, worked out what was the most tax-effective path, and sent me a
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Rupert

Clear explanations and advice with a human touch

Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions.
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Rachel


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

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