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Some previous reviews
Very good and most helpful
Excellent help
M Dunbar
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
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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
A very professional approach.
All information on our meetings were well prepared – a lot of thought has gone into them. A lot of
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All information on our meetings were well prepared – a lot of thought has gone into them.
A lot of information was covered in each session, which will be of immense help in the future.
A lot of information was covered in each session, which will be of immense help in the future.
Wayne
Quick and effective
I highly recommend Lawrie at Edale for quick and effective investment support. When I wanted to set up a Junior
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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.
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.
Will
Edale were very helpful giving advice about how to handle taxes for US/UK dial citizens living in the UK
I chatted with Edale to find answers to a number of questions I had about how to manage taxes when
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I chatted with Edale to find answers to a number of questions I had about how to manage taxes when a dual US/UK citizen living in the UK. They were very familiar with the complexities of this situation and how to handle both the IRS and HMRC tax returns and additionally had advice on retirement. I highly recommend Edale.
David
Very Helpful Initial Consultation
I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed
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I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed up with an email containing helpful links and advice. I’m looking forward to continuing with this service.
Sarah
First class service
Have only been with Edale for a short while but so far they have been very attentive and demonstrated a
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Have only been with Edale for a short while but so far they have been very attentive and demonstrated a clear understanding of my financial planning requirements. Very impressed.
Paul
Experienced business professionals
Lawrie and Adrian have a wide range of experience between them and as a result have been a helpful addition
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Lawrie and Adrian have a wide range of experience between them and as a result have been a helpful addition to our delivery team, especially with the explanation and application of the Business Model Canvas. They have been willing to be flexible and responsive to our requirements which has been essential for our type of project.
Natalie
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
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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