Reviewing portfolio
'Embrace' Edale
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.
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 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.
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.
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.”
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.
Thank you
Thank you very much Lawrie for your effective diligence!
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! 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 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.
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”
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”
Very good and most helpful
Excellent help
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 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.”
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!”
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!”
Great Service from Edale!
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.
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.
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”
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.
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.