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Lawrie was approachable, knowledgable and pragmatic on the reality of drawing down US pensions from the perspective of a UK resident. I’d recommend Lawrie and Edale.

Have only been with Edale for a short while but so far they have been very attentive and demonstrated a clear understanding of my financial planning requirements. Very impressed.

Edale were really helpful to me and gave me good pointers on the direction I should take. I’d go back to them for further advice without hesitation.

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.

The feedback from the innovators attending this workshop was very positive. The information was delivered in a clear way with plenty of opportunities for questions and clarification.

Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my little US retirement savings from a two-year employment some years ago, being a permanent UK resident and finally old enough to take them out. Laurie clearly knew the exact situation, helped me to understand the jargon, could answer all my questions easily, and showed me clearly how to proceed so as to end up paying a much smaller tax rate than the scary 30% that I’d seen banded about on websites. No attempt to sell me anything I didn’t need, and a complete understanding that my income and savings are small and not ‘big gun’ investments. Very very helpful – thank you so much!

Edale provided exceptional support in evaluating our Digital Pathfinders programme, which served businesses across the North of Tyne region. Lawrie and Simon demonstrated utmost professionalism, guiding us expertly through the entire evaluation process. Their deep understanding of our organisation, the programme’s services, and our client base was particularly impressive. Simon’s responsiveness in making necessary amendments to the final report was commendable. The team’s efficiency and attention to detail ensured that the evaluation accurately reflected our work and impact. Working with Edale has been a smooth and productive experience. Their expertise in external evaluation has provided us with valuable insights into our funded programme’s effectiveness. I highly recommend Edale for organisations seeking thorough and professional evaluation services.

I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a pleasure to work with.