Rate us

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.

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!

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.

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking for a way to recover the funds that my former employer debited from my salary to place it in the Australia Superannuation. For almost 5 years I was looking for advice to recover my funds that were in the sunsuper Australian Superannuation. Many times I got myself with many buracratic obstacles, especially trying to recover the funds from abroad. The process to recover the funds through the web page of the Australian tax office and the sunsuper website is very cumbersome and discouraging. My complications ended when I came across with Edale. Under the advice of Edale I was able to recover the funds and deposit them in the bank account of my preference. Edale completed the due diligence in an effective and fast way, helping me to receive the funds in a short time.

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 have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a pleasure to work with.

I phoned up on the off chance and was given a very helpful overview of my situation by Lawrie. I would certainly come back for more advice should it be necessary.

As someone with no financial knowledge and a lot of anxiety around investing across borders, Edale was a godsend! Lawrie was so helpful and clear – breaking down my options into manageable steps.