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.
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 »
Lawrie has been excellent to work with, after searching for quite some time to find a company that does not require minimums to get started. He is responsive and thorough, and wants his clients to understand the process. They have all the services I need and I feel confident in my financial future. Would definitely
Excellent, knowledgeable, professional service Read More »
My wife and I had a free consultation with Lawrie from Edale this morning. We have a difficult decision to make of how to use the substantial inheritance money that needed both US and UK expertise. We are deciding between buying to let properties in the USA and repaying our mortgage and investing in the
Incredibly valuable free consultation, evaluated our options, suggested new ideas. Read More »
so helpful & provided quick, personalised advice very smoothly through WhatsApp. very highly recommended!
Very helpful, personalised advice based on my specific situation. highly recommended!! Read More »
The free chat was very useful to pinpoint exact needs. In my case I was pointed to a non affiliated accountant who could best serve my specialist needs. No hard sell for their other services. Would recommend.
Very happy that I stumbled on to Edale. They provided exactly what I was looking for, which was a relief given I had struggled to find any expertise in UK/US tax from various searching and somewhat inconsistent information by googling. As a UK citizen/resident I was needing help to understand the tax situation regarding 401Ks
Great company, provided exactly what I needed Read More »
Thanks to Laurie Chandler for offering advice and his patience in steering me in the right direction.
Most helpful when trying to navigate Accidental American Kids compliance Read More »
EDALE was very prompt in contacting me and quickly arranged a first appointment. I was on a short deadline and they helped me achieve my objective in time. Lawrie was very helpful and conscientious and delivered exactly what he promised.
Prompt and helpful Read More »
I had an incredibly positive experience working with Edale to navigate the complex world of UK/US cross-border financial planning, especially as it relates to investing for retirement. As a dual UK/US citizen married to a fellow dual citizen, and having lived in the UK since 2010, I was overwhelmed with how to most tax-efficiently invest
Bringing clarity to UK/US retirement questions Read More »
Lawrie was absolutely fantastic with helping me manage my SAYE transfer with very little hassle or worry. There are a lot of companies out there who only focus on high net worth individuals or charge an arm and a leg to help regular people, but Edale is not one of them. This company is committed
Excellent Service Highly Recommend Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
