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Some previous reviews
Great company, provided exactly what I needed
Very happy that I stumbled on to Edale. They provided exactly what I was looking for, which was a relief
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Very happy that I stumbled on to Edale. They provided exactly what I was looking for, which was a relief given I had struggled to find any expertise in UK/US tax from various searching and somewhat inconsistent information by googling. As a UK citizen/resident I was needing help to understand the tax situation regarding 401Ks and IRAs that I had left in the US from time working there, and how the tax treaty would apply. Lawrie spent the time needed as one-off advice, explaining the situation and provided a letter to me, for use with the HMRC if ever required.
The process was painless, cost effective, extremely quick and on point.
Thanks Lawrie and the Edale team
The process was painless, cost effective, extremely quick and on point.
Thanks Lawrie and the Edale team
Douglas
Informative and friendly
I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK.
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I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK. He was very helpful and provided me with very useful information and advice 🙂
Shane
Thank you
Thank you very much Lawrie for your effective diligence!
Michael
Very professional, easy to work with, could not ask for a better partnership when investing hard earned money.
Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for
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Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for him or Edale. Lawrie explained everything item step by step during the transfer of my investment. I will in the near future transfer my other investment with Lawrie and Edale.
First class service many thanks.
First class service many thanks.
Gary
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
Knowledgable and helpful, addressed my particular circumstances very well
Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now
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Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now feel more confident about my financial health and look forward to seeing the options Edale has to help me get investments in order.
Read more “Knowledgable and helpful, addressed my particular circumstances very well”
Kathryn
Questions relating to access to my 401K pension
I had some questions relating to access to my 401K pension . Lawrie was extremely helpful and patient in explaining
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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!
Imogen
Very helpful, personalised advice based on my specific situation. highly recommended!!
so helpful & provided quick, personalised advice very smoothly through WhatsApp. very highly recommended!
Kate
Diligent and responsive!
I was visited by Lawrie Chandler in São Paulo, and shortly after I asked for his assistance with regards to
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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