ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
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 »
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 advice came from Lawrie Chandler who i found very helpful, friendly & easy to deal with, whilst remaining professional. Living overseas it was tricky to get advice & not being a financial person made it difficult to understand all the implications. Lawrie was patient during explanations & a pleasure to deal with. I would
Very happy with the advice i received. 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 »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
