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Some previous reviews
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
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My wife and I had a free consultation with Lawrie from Edale this morning. We have a difficult decision to make of how to use the substantial inheritance money that needed both US and UK expertise. We are deciding between buying to let properties in the USA and repaying our mortgage and investing in the UK. Lawrie gave us a comprehensive analysis of the pros and cons of both strategies. He also brought our awareness to maximising our pension capabilities and offsetting our UK mortgage while we are waiting for the rest of the funds from the USA to become available. Everything he explained was in simple language and very clear. The consultation has given us a huge amount of pure value without trying to sell us any products. We are very grateful, thank you so much.
Read more “Incredibly valuable free consultation, evaluated our options, suggested new ideas.”
Alexander
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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Edale helped us develop a project during the Covid-19 lockdown and were really helpful in coming up with solutions. Very pleased with end result
Fiona
Prompt and helpful
EDALE was very prompt in contacting me and quickly arranged a first appointment. I was on a short deadline and
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EDALE was very prompt in contacting me and quickly arranged a first appointment. I was on a short deadline and they helped me achieve my objective in time. Lawrie was very helpful and conscientious and delivered exactly what he promised.
Jude
Knowledgeable about the complexities of US/UK financial matters
Lawrie Chandler provided very helpful advice regarding my situation in the initial consultation and was incredibly knowledgeable about the complexities
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Lawrie Chandler provided very helpful advice regarding my situation in the initial consultation and was incredibly knowledgeable about the complexities of US/UK financial matters. Highly recommend!
Read more “Knowledgeable about the complexities of US/UK financial matters”
Isabel
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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Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions. He is very good at breaking things down and demystifying terms and options, and his friendly and sympathetic manner were particularly welcome.
Read more “Clear explanations and advice with a human touch”
Rachel
Excellent, knowledgeable, professional service
Lawrie has been excellent to work with, after searching for quite some time to find a company that does not
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Lawrie has been excellent to work with, after searching for quite some time to find a company that does not require minimums to get started. He is responsive and thorough, and wants his clients to understand the process. They have all the services I need and I feel confident in my financial future. Would definitely recommend.
Abigail
Wealth of info
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of
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Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of dealing with US based retirement accounts when becoming tax resident in the UK. Their rates sound very reasonable and Edale can probably save you major headaches and financial pain as these types of situations are minefields/very complex if trying to navigate alone!
Samantha
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
Genuine Concern Eased
I had a call with Lawrie to discuss my retirement funding and challenges being a dual UK US citizen. His
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I had a call with Lawrie to discuss my retirement funding and challenges being a dual UK US citizen. His insight was keen, knowledgeable and helpful. We decided it was a bit early for me so I’ll be calling him closer to my retirement date in 2027. I felt no pressure and he was genuine in his advice.
Gregg