Finding a new expat adviser
Circumstances change. If you have changed location, can’t contact your advisor or feel its time for a change, there is a qualified team with Edale to support uou. Having lived as expats and business owners we wont disappear.
If you have an existing investment or savings plan, QROPS or SIPP, from such financial services organisations as Utmost, RL360, Friends Provident, Generali, Capital, Ipensions or Momentum Pensions, which is not being pro-actively managed, achieved a below ideal levels of performance or your circumstances can’t be handled. Its good to get a fresh perspective.
Perhaps your adviser has moved on, and you have, as a consequence, lost contact with them.
No Adviser. Poor adviser. Changing Adviser.
Policy not performing. Need a review. Circumstances changed.
Edale can assist
A wealth boutique focusing on investments
Edale is a wealth boutique focusing on investments and investment-related services for investment firms, entrepreneurs, business leaders and builders as well as private clients.
We focus on monitoring, managing & caring for financial assets.
Diligent and responsive!
I was visited by Lawrie Chandler in São Paulo, and shortly after I asked for his assistance with regards to a divestment. He guided me through the process and assisted even after I realized that there was some problems with my request. His diligent and responsive handling helped me sort out the situation and made… Read more “Diligent and responsive!”
Very knowledgeable, great experience with Edale
I had a chat with Lawrie today. Very lovely to chat to and clearly knows his stuff. He gave me some good advice and I really appreciated it. Would definitely recommend him and Edale in the future.
Most helpful Knowledge and guidance offered through generosity and sincerity. Deeply appreciated blue ribbon customer service.
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… Read more “Most helpful Knowledge and guidance offered through generosity and sincerity. Deeply appreciated blue ribbon customer service.”
A Top Professional Financial Advisory Service
Edale have and are continuing to provide Financial advice and services to me in my early retirement years, I was recommended to use Edale and Lawrie, to this day I am truly thankful that this took place. The very high professional and friendly service provided with immediate contact and liaise capability, provides the investor with… Read more “A Top Professional Financial Advisory Service”
Prompt and helpful
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.
Thank you
Thank you very much Lawrie for your effective diligence!
Very happy with the advice i received.
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… Read more “Very happy with the advice i received.”
Great Service from Edale!
Quick and effective
I highly recommend Lawrie at Edale for quick and effective investment support. When I wanted to set up a Junior ISA for my daughter, who holds dual US and UK citizenship, Lawrie provided clear guidance on the available options. He handled the entire process with impressive efficiency, setting up the account in no time. His… Read more “Quick and effective”
My complications ended when I came across Edale
I worked in Australia for 2 years under the 456 visa. After I left Australia in 2012. I was looking for a way to recover the funds that my former employer debited from my salary to place it in the Australia Superannuation. For almost 5 years I was looking for advice to recover my funds… Read more “My complications ended when I came across Edale”
Expert advice!
I’m teaching overseas and Lawrie gave me great advice on insurances and investments, thank you for all your help.
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.
Very efficient and informative.
Very efficient and informative. Lawrie was a consumate professional and helped with my individual needs. Would definitely recommend!
I had a long conversation with Lawrie Chandler to explore the financial implications of moving my tax residency from the US to the UK. I found his knowledge of the pros and cons very helpful.
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… Read more “I had a long conversation with Lawrie Chandler to explore the financial implications of moving my tax residency from the US to the UK. I found his knowledge of the pros and cons very helpful.”
dual US/UK nationality family
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.
Very professional, easy to work with, could not ask for a better partnership when investing hard earned money.
Lawrie my financial advisor is very professional and meticulous in every aspect of finance, nothing is too much trouble for him or Edale. Lawrie explained everything item step by step during the transfer of my investment. I will in the near future transfer my other investment with Lawrie and Edale. First class service many thanks.
Everything I needed!
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… Read more “Everything I needed!”
Bringing clarity to UK/US retirement questions
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… Read more “Bringing clarity to UK/US retirement questions”
Very good and most helpful
Excellent help
Well worth knowing.
I have known Lawrie for two years and have found him to be confident, honest, diligent and knowledgeable and a pleasure to work with.
Excellent! Great advisor.
Lawrie is a great advisor, he has shown us clearly and simply how financial instruments work and what options we have. He has dedicated all the necessary time and has been proactive.
Very helpful, personalised advice based on my specific situation. highly recommended!!
so helpful & provided quick, personalised advice very smoothly through WhatsApp. very highly recommended!
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… Read more “Incredibly valuable free consultation, evaluated our options, suggested new ideas.”
100% Recommend Edale!
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… Read more “100% Recommend Edale!”
First class service
Have only been with Edale for a short while but so far they have been very attentive and demonstrated a clear understanding of my financial planning requirements. Very impressed.
Excellent Service Highly Recommend
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… Read more “Excellent Service Highly Recommend”
How do I switch expat financial advisor to another?
Switching advisers is pretty simple and straightforward: Sign an agreement with the new firm, and notify your old advisor.
Switching financial advisers may seem daunting to an expat, but its often a necessary step to ensure your financial planning aligns with your unique circumstances and international lifestyle, as your current adviser may fall short in the services they can offer and their knowledge and qualifications. A friendly adviser is not the benchmark of competency.Â
As an expat, your financial needs are often complex and varied, demanding attention. Local taxation laws, fluctuating exchange rates, and diverse investment options all play a critical role in shaping your financial landscape. If your current adviser lacks the expertise to navigate these expat-specific challenges, it could lead to suboptimal financial decisions. Therefore, switching to an adviser with proven experience in dealing with expatriate clients can ensure that your financial strategies remain effective and compliant with international regulations.
Transitioning to a new financial adviser provides the opportunity to rectify past financial missteps and capitalise on new financial prospects. A new adviser can introduce innovative investment strategies and offer insights into local markets, which your previous adviser might have overlooked. You can maximise your investment growth and secure your financial future by conducting thorough research and selecting an adviser who understands the nuances of your expat status.
Switching financial advisers as an expat is strategic, allowing you to address unique financial challenges and take advantage of new opportunities. By doing so, you can better secure and grow your wealth in a global context.
On track to your goal?
Lots of clients investing in expat or international saving's plan want to ensure they are heading towards their financial goal.200
Circumstances change and maybe you've not heard from your adviser since starting the policy. Are you holding the correct investments in your portfolio?
Edale is a globally aware investment boutique. We can now help private client's to get more from their existing plans by providing long-term management and effective maintenance of your savings plan.
Lots of controversy surrounds insurance savings plans from Generali, RL360, Hansard, Friends Provident International, Old Mutual (Royal Skandia) and others. These issues frequently start where a plan was not fully explained. A 20-year saving's plan requires commitment close to these length and also maintaining the minimum contribution agreed at outset. Reading a valuation a short way into the investment period or stopping contributions ( where charges are linked to the initial premium ) can have a detrimental impact on the exit value. We can help you understand these products and ways to improve the outcome.
If your regular savings plan is not growing to the scale you expect or longterm commitment needs to change due to your circumstances we can help.
Edale's Embrace strategy aims help clients improve the outcome where they have a regular or lump sum unit linked savings plan.
One click to contact us for a no obligation chat
Supporting your plan
Edale are happy to take over management of your plan.
There is no transfer costs to switch to us.