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Some previous reviews
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
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
Laura
Would recommend.
The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated
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The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated accountant who could best serve my specialist needs. No hard sell for their other services. Would recommend.
Stuart
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
Great meetings, hosted by Adrian the peer group was well balanced and provided plenty of feedback and food for thought
The peer review worked very well for me, with some real nuggets of quick wins that could be made to
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The peer review worked very well for me, with some real nuggets of quick wins that could be made to my business. The group were also able to give a little lift to each week and give me the mental push to get on with things ready for imminent re-opening. The outcomes of this for me personally were 1) to have an organised plan and way forward 2) the contacts I have made as part of the group and will ensure visiting in the future, once we are all able to.
Lorraine
Edale has been incredibly helpful in my search for financial advice, and Lawrie was fantastic! He was incredibly patient, professional and helpful.
I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short
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I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short consultation (as I’ve had with other companies), and Lawrie really took the time to listen and to understand what my queries and concerns were. I felt I had a complex issue I was seeking advice on, and his experience and professionalism showed. The free consultation lasted much longer than I was expecting, and I never felt rushed. I will absolutely be using Edale in the future, and I would suggest others do the same!
Maureen
Bringing clarity to UK/US retirement questions
I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially
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I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially as it relates to investing for retirement. As a dual UK/US citizen married to a fellow dual citizen, and having lived in the UK since 2010, I was overwhelmed with how to most tax-efficiently invest for retirement given our mix of accounts in both the US (IRAs and Roth IRAs) and the UK (SIPP, employer pension, and USS). Thankfully, Edale provided clarity and guidance on every front.
Jesse
Professional, competent service provided. End evaluation was comprehensive, thorough and met the brief.
From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with
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From first contact Edale provided a professional service, with minimal disruption to my working day. The evaluation was delivered with in clear timelines and the end result was exactly what we asked for.
Richard
Very quick to respond & helpful
I pretty much had my questions answered within 3 emails. Great service.
Thomas