Rate us

It was great working with Edale over the last couple of months, it helped me focus on the many different aspects of my business.

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.

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 conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be aware and careful of, questions to ask my pension holder, and other important and useful elements. I came away from the call feeling reassured and confident about next steps to take. I’d recommend Edale to anyone, especially anyone interested in avoiding hard sells on products provided by the advisor.

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.

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.

The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with plenty of opportunities for questions and clarification.

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!

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.