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 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 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 »
I had a zoom call with Lawrie to ask for some advice on the financial reporting and tax liability for a Junior Isa for my American child. Laurie was very knowledgeable and easy to talk to about this matter. If we needed financial advice for investments in the future we would engage with this company
I chatted with Edale to find answers to a number of questions I had about how to manage taxes when a dual US/UK citizen living in the UK. They were very familiar with the complexities of this situation and how to handle both the IRS and HMRC tax returns and additionally had advice on retirement.
I had a call with Lawrie to discuss some queries I had as a US citizen living in the UK. He was very helpful and provided me with very useful information and advice 🙂
Informative and friendly Read More »
Lawrie provided a helpful insight into the common pitfalls to consider and avoid when it comes to US/UK inheritance planning. He succinctly gave us an overview of the dual regimes and provided a road map for us to work our way through.
Lawrie was very generous with his time and interest and gave me excellent advice that I hadn’t found anywhere else. Thanks!
Very generous time and interest. Advice that I hadn’t found anywhere else. Thanks! Read More »
I had a pressing query about US/UK banking and received a speedy (same evening!) extremely helpful response. Thank you so much!
Super speedy and extremely helpful response! Read More »
Signposting advice on main considerations as an US expat in the UK.
Fantastic Service – Thanks so much Read More »
My wife and I had the pleasure of speaking with Lawrie at Edale about the complexities of moving our finances from the US to the UK. We were made to feel like no question was too big or too small, and Lawrie took the time to respond to each of these individually with great insight
Incredibly helpful and informative. Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
