Amazingly helpful
Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood what I needed to fill in for a complicated matter.
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.
Lawrie was so helpful and patient, going through [a US mutual’s insurance] form with me to make sure I understood what I needed to fill in for a complicated matter.
Lawrie and Edale have been incredibly thorough and supportive throughout the journey – from the moment I’ve consulted about my unique circumstances with regards to investment options (being a dual US citizen living in the UK) to onboarding me as a client to invest through them. I am so happy and relieved hat I’ve finally
100% Recommend Edale! Read More »
I found Edale online as I had discovered how difficult it was to find a financial advisor able to advise me because of my USA citizenship. Lawrie was just the ticket – a straight talking, forward thinking Financial Advisor with a depth of understanding around the tax implications of various investment vehicles as it related
Everything I needed! Read More »
I’m currently going through a divorce and was in desperate need of financial help and guidance. I’m a US American living in the UK. I was searching for someone who knows, and could give financial advice for both sides of the pond; so to speak. I also was wanting a small and personal, yet local
Some specialists in international relocation and tax affairs who will give only a short interview and are sparing in their advice until you sign up and pay their fees. From my experience, Edale let’s you explore the many what-ifs in a friendly exchange of views and options. My instinct tells me that the company focuses
Lawrie invested a great deal of time understanding our circumstances (dual US/UK nationality family) before any recommendations were discussed I am very happy with the outcome and intend to continue the relationship in the longer term.
dual US/UK nationality family Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.