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I highly recommend Lawrie at Edale for quick and effective investment support.
When I wanted to set up a Junior ISA for my daughter, who holds dual US and UK citizenship, Lawrie provided clear guidance on the available options. He handled the entire process with impressive efficiency, setting up the account in no time. His expertise made the experience seamless and stress-free.

We chose Edale to facilitate and guide our series of co-creation workshops. The workshops brought not only businesses, but nature organisations and local authorities together. As a local authority, we wanted to be part of the workshop attendees, and build trust with a bottom up approach. Edale were attentive, listened and adapted to the audience. This built trust, and enable a safe space for attendees to discuss ideas and develop their business models.
Not only did this help exceed our initial objectives, it also created an opportunity for professional development internally, as we learnt from Edale’s techniques and through the workshops, became more business proficient ourselves.
Special mention should go to Edale’s ability to adapt and work flexibly around COVID 19 disruption to our face to face events. We were able to adapt our agreed workplan and move online exclusively.
We would recommend working with Edale!

Edale proved themselves to be extremely professional in their evaluation of our cross-border project. They collected significant amounts of data, including from interviews with project participants, enabling them to reach a balanced and detailed assessment of the extent to which our project had attained its objectives, and whether its impacts could be sustained. There was constant contact with us, and Lawrie and Adrian met all the evaluation milestones we had set out. It was an absolute pleasure working with them!

I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not feel rushed and was reassured about my financial concerns.

I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise me because of my USA citizenship. Lawrie was just the ticket – a straight talking, forward thinking Financial Advisor with a depth of understanding around the tax implications of various investment vehicles as it related to expat Americans. His solutions were inventive and right away I made a huge financial win that would have otherwise passed me by! I highly recommend!

It has been great getting together with like minded people on the programme and this has generated lots of ideas to improve my business.
Highly recommended

I didn’t know what to expect from edale… but I was delighted with the super prompt and expert response via WhatsApp from Lawrie. Lots of good relevant information and ideas and a firm basis to move forward.

Lawrie and Adrian have a wide range of experience between them and as a result have been a helpful addition to our delivery team, especially with the explanation and application of the Business Model Canvas. They have been willing to be flexible and responsive to our requirements which has been essential for our type of project.

My wife and I had a free consultation with Lawrie from Edale this morning. We have a difficult decision to make of how to use the substantial inheritance money that needed both US and UK expertise. We are deciding between buying to let properties in the USA and repaying our mortgage and investing in the UK. Lawrie gave us a comprehensive analysis of the pros and cons of both strategies. He also brought our awareness to maximising our pension capabilities and offsetting our UK mortgage while we are waiting for the rest of the funds from the USA to become available. Everything he explained was in simple language and very clear. The consultation has given us a huge amount of pure value without trying to sell us any products. We are very grateful, thank you so much.