Rate us

EDALE was very prompt in contacting me and quickly arranged a first appointment. I was on a short deadline and they helped me achieve my objective in time. Lawrie was very helpful and conscientious and delivered exactly what he promised.

I chatted with Edale to find answers to a number of questions I had about how to manage taxes when a dual US/UK citizen living in the UK. They were very familiar with the complexities of this situation and how to handle both the IRS and HMRC tax returns and additionally had advice on retirement. I highly recommend Edale.

I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far am very impressed with the advice I have received from edale. I look forward to working with edale in the future.

I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking for a way to recover the funds that my former employer debited from my salary to place it in the Australia Superannuation. For almost 5 years I was looking for advice to recover my funds that were in the sunsuper Australian Superannuation. Many times I got myself with many buracratic obstacles, especially trying to recover the funds from abroad. The process to recover the funds through the web page of the Australian tax office and the sunsuper website is very cumbersome and discouraging. My complications ended when I came across with Edale. Under the advice of Edale I was able to recover the funds and deposit them in the bank account of my preference. Edale completed the due diligence in an effective and fast way, helping me to receive the funds in a short time.

Lawrie helped us avoid pursuing ill advised changes and gave us valuable advise on dealing with issues that others had failed to address.
We are now able to address these with a proper understanding of the actual options available to us.

As a UK expatriate it is difficult to find accurate and impartial financial advice. I was pleased to discover Edale, who offer a comprehensive and personalised service. There is certainly no ‘hard sell’ and in my initial consultation I was able to discuss the options without any obligation. I’m not in immediate need of their fee-bearing services but if this changes Edale will be my first port of call.

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.