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Some previous reviews
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
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
Excellent! Great advisor.
Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we
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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.
Jonathan
Well worth knowing.
I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a
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I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a pleasure to work with.
Timothy
Super speedy and extremely helpful response!
I had a pressing query about US/UK banking and received a speedy (same evening!) extremely helpful response. Thank you so
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I had a pressing query about US/UK banking and received a speedy (same evening!) extremely helpful response. Thank you so much!
Frevisse
Thought leaders and great partners towards your financial goals
Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can
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Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can help you
Read more “Thought leaders and great partners towards your financial goals”
Doruk
Excellent Service Highly Recommend
Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a
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Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a lot of companies out there who only focus on high net worth individuals or charge an arm and a leg to help regular people, but Edale is not one of them. This company is committed to helping regular folk build wealth at a reasonable price and I’m thankful for that.
Precious
Helpful and informative advice on US citizen living in UK
Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a
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Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a US citizen living in the UK.
One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
Read more “Helpful and informative advice on US citizen living in UK”
Lauren
dual US/UK nationality family
Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I
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Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I am very happy with the outcome and intend to continue the relationship in the longer term.
Gavin