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We are keen to gather review of work we undertake for clients. Feedback here is part of our tracking our social mission, which is to help people to be more in tune with their finances and investments. You can read more on our social mission by clicking this text.

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Some previous reviews

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

Lorraine

Pension for self employed American in the UK

As a US citizen who has lived in lots of countries I found Lawrie’s advice very helpful and clear.

Skye

Very helpful, personalised advice based on my specific situation. highly recommended!!

so helpful & provided quick, personalised advice very smoothly through WhatsApp. very highly recommended!

Kate

Drawing down US pensions from the perspective of a UK resident

Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK

Donald

Inheritance with cross border questions

I spoke to Lawrie on an introductory call and he couldn’t have been more helpful and informative. He was patient

Leanne

Very generous time and interest. Advice that I hadn’t found anywhere else. Thanks!

Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else.

Jimmie

My complications ended when I came across Edale

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking

Jose

Contacted over whatsapp… Lawrie very fast and very knowledgeable reply… with lots of good relevant information and ideas

I didn’t know what to expect from edale… but I was delighted with the super prompt and expert response via

Antony

Helpful Advice

I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are

James


ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.

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