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.
I have complex tax and investment needs covering both the US and UK. My goal is to retire in the UK after many years of working in the US. This is a daunting move with tax consequences if done without advice. I was given advice for my personal situation and investment goals, and so far […]
Lots of information and questions answered around FIG regime and PFICs. Really helpful consultation.
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!
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 »
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 »
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 »
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 »
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 »
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
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 »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
