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Some previous reviews
Helpful and knowledgeable and gave impartial advice (that did not benefit them). Recommended.
Thanks Lawrie for a useful phone. Much appreciated.
Alice
Amazingly helpful
Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood
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Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood what I needed to fill in for a complicated matter.
Katie
Wealth of info
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of
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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!
Samantha
Very knowledgeable and always a pleasure to work with
Lawrie’s contribution to our ‘Real World of Business Funding’ workshops has been outstanding. We responds to attendees’ needs in real
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Lawrie’s contribution to our ‘Real World of Business Funding’ workshops has been outstanding. We responds to attendees’ needs in real time and makes sure that everyone has their questions answered. We will definitely be working with Edale again in future.
Read more “Very knowledgeable and always a pleasure to work with”
Mark
Excellent knowledge and extremely helpful
Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules,
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Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules, they provided a clear and optimal plan. They explained everything, from the nuances of US and UK tax laws to optimal withdrawal plan. A couple of calculations emailed to back the details referred to in the call.
Darren
Edale have transformed my business idea into a model that can be made a reality, they are amazing at what they do!
I went to Lawrie with an idea for a business, which some would say was unrealistic, but Lawrie helped me
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I went to Lawrie with an idea for a business, which some would say was unrealistic, but Lawrie helped me with a business plan/model to give my idea some perspective and then we went through a financial plan together, crunching all the numbers to see how the business would make a profit.
Before my sessions with Lawrie, I had all the ideas floating around in my head but didn’t have the knowhow to start turning it into a reality which is what Lawrie has helped me do. I now have a strong business and financial plan to work with and can start to get things moving.
Lawrie really has helped me take my business to the next level and I can’t thank him enough, his vast range of knowledge is just amazing and I can’t see any business he wouldn’t be able to help. As well as that he is a really nice guy, I could tell he genuinely cared about me and my business and but all his efforts into helping me succeed.
I would recommend Lawrie and Edale to anyone without a doubt!
Before my sessions with Lawrie, I had all the ideas floating around in my head but didn’t have the knowhow to start turning it into a reality which is what Lawrie has helped me do. I now have a strong business and financial plan to work with and can start to get things moving.
Lawrie really has helped me take my business to the next level and I can’t thank him enough, his vast range of knowledge is just amazing and I can’t see any business he wouldn’t be able to help. As well as that he is a really nice guy, I could tell he genuinely cared about me and my business and but all his efforts into helping me succeed.
I would recommend Lawrie and Edale to anyone without a doubt!
Lewis
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
Phoned on the off chance. Got very helpful signposting
I phoned up on the off chance and was given a very helpful overview of my situation by Lawrie. I
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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.
Read more “Phoned on the off chance. Got very helpful signposting”
Kathryn
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