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.
The information you provided was super useful and clear – thank you! And I appreciate the fact you were up front and said you felt you could add no real value in my particular situation. It was great to get your candid input and it is clear you know your stuff – THANKS!
No upselling, straightforward advice and information Read More »
SO pleased with Lawrie at Edale who advised me re: my US 401K. I found him to be a good, patient listener, thoroughly informed re: UK/US tax issues in our ever-changing world. Professional advice, on-time delivery and fair fees. Highly recommend.
Five star across the board! Read More »
Lawrie gave some helpful advice about investing while living in the UK and which accounts I can open as a US citizen living in the UK. One thing that might have helped is clearly explaining financial jargon and acronyms which people who are seeking advice might not know.
Helpful and informative advice on US citizen living in UK Read More »
I had a conversation with Lawrie, and I can’t describe how helpful he was! I was expecting a very short consultation (as I’ve had with other companies), and Lawrie really took the time to listen and to understand what my queries and concerns were. I felt I had a complex issue I was seeking advice
It was very helpful to have a chat with Lawrie Chandler this morning. He very quickly understood my family’s situation and provided expert advice. I would highly recommend them.
Pensions for American children and wife Read More »
Lawrie Chandler provided very helpful advice regarding my situation in the initial consultation and was incredibly knowledgeable about the complexities of US/UK financial matters. Highly recommend!
Knowledgeable about the complexities of US/UK financial matters Read More »
Thanks Lawrie for a useful phone. Much appreciated.
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.
Clear explanations and advice with a human touch Read More »
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!
Quick query clearly answered Read More »
Not all the answers we wanted to hear, but extremely helpful.
Very helpful indeed Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
