Rate us

Lawrie was extremely helpful, analysed my situation clearly, worked out what was the most tax-effective path, and sent me a spreadsheet with the calculations.
If this had needed work, I would definitely have trusted him to do it.
Detailed, comprehensive, full of good advice
As it was, he came up with a recommendation that I could just do directly, with no need for any fees.
I always think this is the highest form of professionalism: when an advisor comes back and says, “You don’t need actually us; all you need to do is ABC.” That demonstrates true customer service and a high level of professional ethics.
Highly recommended.
As I say, for future projects or if I were to advise anyone, I would definitely recommend EDALE

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

Lawrie was excellent at steering us in the right direction, he listened carefully and really got under the skin of our bsuiness model to ensure he gave sound, constructive advice.

We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature organisations and local authorities together. As a local authority, we wanted to be part of the workshop attendees, and build trust with a bottom up approach. Edale were attentive, listened and adapted to the audience. This built trust, and enable a safe space for attendees to discuss ideas and develop their business models.
Not only did this help exceed our initial objectives, it also created an opportunity for professional development internally, as we learnt from Edale’s techniques and through the workshops, became more business proficient ourselves.
Special mention should go to Edale’s ability to adapt and work flexibly around COVID 19 disruption to our face to face events. We were able to adapt our agreed workplan and move online exclusively.
We would recommend working with Edale!

I reached out to Lawrie for help with HMRC tax implications on a US ROTH conversion. He was quick to respond and provided me with clear and concise answers which were much appreciated. I would definitely recommend.

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.

It was probably one of the best funding presentations I’ve attended – focused, niched, lots of practical implementation advice – people just don’t know what they miss sometimes when they don’t attend.

Our situation is a little complex, and although Lawrie couldn’t help directly they recommended a couple of other companies for us to contact. Many thanks!

Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK resident. I’d recommend Lawrie and Edale.