Incredibly valuable free consultation, evaluated our options, suggested new ideas.

AA

Incredibly valuable free consultation, evaluated our options, suggested new ideas.

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 UK. Lawrie gave us a comprehensive analysis of the pros and cons of both strategies. He also brought our awareness to maximising our pension capabilities and offsetting our UK mortgage while we are waiting for the rest of the funds from the USA to become available. Everything he explained was in simple language and very clear. The consultation has given us a huge amount of pure value without trying to sell us any products. We are very grateful, thank you so much.

Alexander


This testimonial relates to Edale advice and services around Personal Financial Advice, US UK Dual Citizens Financial Advice, Enterprise Advice or Impact Evaluations.

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