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 are joint UK US citizens in our 70s and considering the implications for having our children in the USA Roth IRA if we returned to the US. Lawrie is very efficient, extremely knowledgeable in this specialist area and very pleasant. We honestly think he is a superb resource in discussing options. Edale and Lawrie […]
Extremely strongly recommended. See testimonial below. Read More »
I reached out to Lawrie for help with HMRC tax implications on a US ROTH conversion. He was quick to respond and provided me with clear and concise answers which were much appreciated. I would definitely recommend.
Quick response, clear and concise answer. Highly recommend. Read More »
Had a very insightful chat with Lawrie discussing financial planning. Would recommend no matter what stage you’re at!
Having a few minutes to discuss my questions with your financial advisor was extremely helpful. He was knowledgeable, clear and straightforward.
Lawrie was extremely helpful, analysed my situation clearly, worked out what was the most tax-effective path, and sent me a spreadsheet with the calculations. If this had needed work, I would definitely have trusted him to do it. Detailed, comprehensive, full of good advice As it was, he came up with a recommendation that I
Professional, helpful, solved my issue. Highly recommended Read More »
I love the social mission that Edale have. They don’t care if you’re small potatoes and have less than £100k to invest. They will work with you and help you. They’re used to dealing with expats unlike US only or UK only financial advisors and tax advisors. It’s one stop shopping, I hope, and peace
I rang Edale over the phone and was given very helpful advice and introduced to another firm whose services are more in-line with my requirements. Very honest and straight forward interaction, which I appreciated.
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.
Talking with Lawrie was really helpful. Read More »
As a US citizen who has lived in lots of countries I found Lawrie’s advice very helpful and clear.
Pension for self employed American in the UK Read More »
Edale & co are on point for complicated US/UK matters; highly recommend getting in touch to see how they can help you
Thought leaders and great partners towards your financial goals Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
