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.
These views may be published, so we only ask for your first name only. Thanks for your feedback.
Required
Some previous reviews
Drawing down US pensions from the perspective of a UK resident
Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK
…
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.
Read more “Drawing down US pensions from the perspective of a UK resident”
Donald
Great service and advice.
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my
…
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my questions. I highly recommend Edale and Lawrie in particular.
Claire
I would highly recommend using Edale.
Lawrie has been most helpful with a variety of US retirement questions. He has provided good information and succinct advice.
Sarah
Lots of great material and advice.
Lawrie was excellent at steering us in the right direction, he listened carefully and really got under the skin of
…
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.
Andrew Reeves
We’ll be back
I had an excellent experience with Lawrie, who demonstrated a deep understanding of the complexities involved with our dual UK/US
…
I had an excellent experience with Lawrie, who demonstrated a deep understanding of the complexities involved with our dual UK/US citizenship. In just a brief meeting, he provided specific advice and tailored recommendations that addressed our unique financial situation. His expertise and clear communication were incredibly helpful. Highly recommended!
Dominic
Diligent and responsive!
I was visited by Lawrie Chandler in São Paulo, and shortly after I asked for his assistance with regards to
…
I was visited by Lawrie Chandler in São Paulo, and shortly after I asked for his assistance with regards to a divestment. He guided me through the process and assisted even after I realized that there was some problems with my request. His diligent and responsive handling helped me sort out the situation and made me feel comfortable along the process.
Peter
Super helpful guidance from Lawrie which helped to make sense of a multitude of potential US/UK issues. Great signposting and he clearly is well versed in his field.
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning.
…
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning. He succinctly gave us an overview of the dual regimes and provided a road map for us to work our way through.
Mary
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
…
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
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
Read more “Professional, helpful, solved my issue. Highly recommended”
Rupert
Excellent knowledge and extremely helpful
Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules,
…
Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules, they provided a clear and optimal plan. They explained everything, from the nuances of US and UK tax laws to optimal withdrawal plan. A couple of calculations emailed to back the details referred to in the call.
Darren