I spoke to Lawrie on an introductory call and he couldn’t have been more helpful and informative. He was patient and allowed me to ask all the questions I had about my specific cross-boarder scenario – twice he asked me if I had any more questions. He was very honest about the best kind of […]
Inheritance with cross border questions 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 »
I didn’t know what to expect from edale… but I was delighted with the super prompt and expert response via WhatsApp from Lawrie. Lots of good relevant information and ideas and a firm basis to move forward.
Asked for a Zoom interview as I was confused about the likely tax rates and how to proceed on my little US retirement savings from a two-year employment some years ago, being a permanent UK resident and finally old enough to take them out. Laurie clearly knew the exact situation, helped me to understand the
Fantastically knowledgeable help Read More »
Edale were really helpful to me and gave me good pointers on the direction I should take. I’d go back to them for further advice without hesitation.
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 »
As a UK expatriate it is difficult to find accurate and impartial financial advice. I was pleased to discover Edale, who offer a comprehensive and personalised service. There is certainly no ‘hard sell’ and in my initial consultation I was able to discuss the options without any obligation. I’m not in immediate need of their
A very useful and professional financial advice service Read More »
Excellent call with Lawrie who gave me frank and straightforward advice which was valuable. Much appreciated.
Straightforward and efficient Read More »
The conversation I had about my UK pension was very helpful in guiding me towards next steps, things to be aware and careful of, questions to ask my pension holder, and other important and useful elements. I came away from the call feeling reassured and confident about next steps to take. I’d recommend Edale to
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.
