Great meeting!
Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.
Americans in the UK
Discover the experiences of US persons and Americans in the UK getting investment advice from Edale. Here, you’ll find a collection of personal stories, insights, and reviews from American expatriates who have navigated the UK investment landscape with Edale’s guidance. These testimonials offer a real-world glimpse into how Edale’s expert advice on investing in the UK has positively impacted their financial journeys. Whether you’re considering investment opportunities, seeking advice on tax-efficient saving strategies like Lifetime ISAs, or simply looking to connect with others’ experiences, this category provides valuable perspectives to inform and inspire your investment decisions.
We’ll be back
I had an excellent experience with Lawrie, who demonstrated a deep understanding of the complexities involved with our dual UK/US citizenship. In just a brief meeting, he provided specific advice and tailored recommendations that addressed our unique financial situation. His expertise and clear communication were incredibly helpful. Highly recommended!
Knowledgeable, concise and accessible.
Lawrie was extremely helpful in bringing clarity to my situation and advising the best way to handle my US investments and pension while living in the UK. I appreciate his concise approach with no sales pitches.
Knowledgeable, concise and accessible. Read More »
Very polite and friendly and helpful!
Our situation is a little complex, and although Lawrie couldn’t help directly they recommended a couple of other companies for us to contact. Many thanks!
Very polite and friendly and helpful! Read More »
Very Helpful Initial Consultation
I just had an initial consultation and Lawrie was very helpful. He answered all the questions I had, and followed up with an email containing helpful links and advice. I’m looking forward to continuing with this service.
Very Helpful Initial Consultation Read More »
Knowledgable and helpful, addressed my particular circumstances very well
Lawrie addressed my retirement aspirations, tax questions, and financial position with the specific cross-jurisdiction knowledge I’d been seeking. I now feel more confident about my financial health and look forward to seeing the options Edale has to help me get investments in order.
Knowledgable and helpful, addressed my particular circumstances very well Read More »
Great service and advice.
Lawrie was really helpful. Very easy to talk to. Possessed a depth of knowledge. Made sure he answered all my questions. I highly recommend Edale and Lawrie in particular.
Great service and advice. Read More »
Lawrie was very helpful and provided me with some useful guidance on an investment basis. I have tax and financial affairs that are more complex than usual, due to holding multiple citizenships and Lawrie was very knowledgeable and able to answer many of my questions over a 10 minute call.
I would highly recommend this company as a first port of call for financial affairs or tax planning ideation. I was able to quickly book a consultation at no cost and left the call confident in what my options were going forward. Lawrie was very patient and listened to my circumstances meaning I did not
Genuine Concern Eased
I had a call with Lawrie to discuss my retirement funding and challenges being a dual UK US citizen. His insight was keen, knowledgeable and helpful. We decided it was a bit early for me so I’ll be calling him closer to my retirement date in 2027. I felt no pressure and he was genuine
Genuine Concern Eased Read More »
Really helpful 121 consultation
Really appreciated the 121 consultation with Lawrie who provided helpful information and considerations as a US Citizen residing in the UK. Lawrie patiently answered our specific questions as a young couple (myself American and husband British), provided a helpful resource link afterwards, and was straightforward with next steps, without it feeling like a hard sell.
Really helpful 121 consultation Read More »