Rate us

Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we have. He has dedicated all the necessary time and has been proactive.

It has been great getting together with like minded people on the programme and this has generated lots of ideas to improve my business.
Highly recommended

Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the UK. Lawrie patiently answered our specific questions as a young couple (myself American and husband British), provided a helpful resource link afterwards, and was straightforward with next steps, without it feeling like a hard sell. Would definitely recommend to anyone and would contact Lawrie in future for future planning/ questions!

Edale proved themselves to be extremely professional in their evaluation of our cross-border project. They collected significant amounts of data, including from interviews with project participants, enabling them to reach a balanced and detailed assessment of the extent to which our project had attained its objectives, and whether its impacts could be sustained. There was constant contact with us, and Lawrie and Adrian met all the evaluation milestones we had set out. It was an absolute pleasure working with them!

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!

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.

Edale have and are continuing to provide Financial advice and services to me in my early retirement years, I was recommended to use Edale and Lawrie, to this day I am truly thankful that this took place. The very high professional and friendly service provided with immediate contact and liaise capability, provides the investor with assurances and confidence, this I always receive with Edale. My Portfolio and Market information is completley assured and the regular reviews allow for any changes to be instigated.
Edale is …truly professional, meticulous and supportive to their word, very much appreciated indeed.

I had some questions relating to access to my 401K pension . Lawrie was extremely helpful and patient in explaining the tax implications of several scenarios. Excellent service!

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.