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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.

Very happy that I stumbled on to Edale. They provided exactly what I was looking for, which was a relief given I had struggled to find any expertise in UK/US tax from various searching and somewhat inconsistent information by googling. As a UK citizen/resident I was needing help to understand the tax situation regarding 401Ks and IRAs that I had left in the US from time working there, and how the tax treaty would apply. Lawrie spent the time needed as one-off advice, explaining the situation and provided a letter to me, for use with the HMRC if ever required.
The process was painless, cost effective, extremely quick and on point.
Thanks Lawrie and the Edale team

Lawrie was very helpful – I had a quick question which I was struggling to find answers for and Lawrie answered it quickly and clearly. Thank you!

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.

I had a chat with Lawrie today. Very lovely to chat to and clearly knows his stuff. He gave me some good advice and I really appreciated it.
Would definitely recommend him and Edale in the future.

Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions. He is very good at breaking things down and demystifying terms and options, and his friendly and sympathetic manner were particularly welcome.

I had some questions relating to access to my 401K pension . Lawrie was extremely helpful and patient in explaining the tax implications of several scenarios. Excellent service!

My experience at Edale was my first work experience abroad, which allowed me to build a solid set of essential skills for my career in finance on a learning-by-doing basis with two different businesses within a dynamic environment. With the help of Lawrie, who was and still is an energetic and motivational manager and mentor with whom I truly enjoyed working on different projects involving the creation from scratch, the development and management of a startup, I was able to grow efficiently on a professional level but also on a personal level.