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STRATEGIC FINANCIAL ADVICE

Individually tailored advice to help you make the right financial decisions at every stage of life.

Keeping on top of your financial affairs is always a delicate balancing act between dealing with the pressures of today and planning ahead for the security and peace of mind you naturally want to enjoy tomorrow.

It’s all about making the right decisions at the right time … but with so much to think about, just where do you start? 

Talk to the experts at Pagan Osborne.  By taking a big picture overview of where you are now and where you want to be in the future, we can offer individually tailored financial advice based entirely on what matters most to you and your family.  This might include, for example, planning for a comfortable retirement, finding the best way to pay for school and university fees or protecting your household income in the event of long term illness or redundancy.

We can also advise you on how to make more of your money through tax planning in such areas as reducing your liability to Capital Gains Tax and Inheritance Tax, taking full advantage of spousal reliefs and protecting your assets in tax efficient Trusts.

There may be times, however, when you need specialist advice beyond our own extensive in-house expertise.  So to make sure we can always offer a complete package of expert advice, we also work closely with a number of carefully chosen, highly respected sector leading organisations – not only in finance and investments but also in such areas as family and corporate law.

In other words, if we can’t provide the specialist advice you need then we know someone who can.

Meet the financial team

Edinburgh
  • Alan Innes
    Alan Innes
    Partner and Head of Private Client Edinburgh and Commercial and Business Services
    aainnes@pagan.co.uk
  • Keith McLaren
    Keith McLaren
    Solicitor – Client Advisor: Private Client
    kmclaren@pagan.co.uk
  • Lianne Lodge
    Lianne Lodge
    Associate – Private Client and Head of Lateryears Service
    llodge@pagan.co.uk
  • Neil Paterson
    Neil Paterson
    Partner – Private Client
    npaterson@pagan.co.uk
  • Stuart Lisgo
    Stuart Lisgo
    Associate– Private Client Team
    slisgo@pagan.co.uk
  • Fife
  • Audrey  Dishington
    Audrey Dishington
    Client Development Director & Partner
    adishington@pagan.co.uk
  •  Colin  Blyth
    Colin Blyth
    Trusts and Charity Accounts Assistant – Private Client
    cblyth@pagan.co.uk
  • Fiona McDonald
    Fiona McDonald
    Partner – Private Client
    fmcdonald@pagan.co.uk
  • Linda Leighton
    Linda Leighton
    Trusts and Charities Accountant – Private Client
    lleighton@pagan.co.uk
  • Linda Reid
    Linda Reid
    Tax Assistant – Private Client
    lreid@pagan.co.uk
    • Did you know that some simple planning can help you save 40% on Inheritance Tax?
      Legal FAQ No 4
    • A WHOPPING 98% OF OUR CLIENTS WOULD RECOMMEND US!!!

    GET IN TOUCH


    Not sure where to start? Why not just give us a call today on
    0131 624 6820 for Edinburgh or 01334 475001 for Fife to discuss your needs.

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    GET IN TOUCH

    Want to work with a local, friendly company? Then find your nearest Pagan Osborne office to you below. However, we also work with clients throughout the UK so you can call any of our numbers and our helpful reception staff will be happy to forward on your call to the most appropriate expert to suit your needs.

    Edinburgh
    Clarendon House
    116 George Street
    Edinburgh
    EH2 4LH Call Us
    Tel: 0131 624 6820
    Fax: 0131 220 1612
    2 Comiston Road
    Morningside
    Edinburgh
    EH10 5QE Call Us
    Tel: 0131 539 3333
    Fax: 0131 538 7204
    St Andrews
    106 South Street
    St Andrews
    Fife
    KY16 9QD Call Us
    Tel: 01334 475001
    Fax: 01334 476322
    Cupar
    12 St Catherine Street
    Cupar
    Fife
    KY15 4HH Call Us
    Tel: 01334 653777
    Fax: 01334 655063
    1 Crossgate
    Cupar
    Fife
    KY15 5HA Call Us
    Tel: 01334 656525
    Fax: 01334 654119
    Anstruther
    Pagan Osborne
    5a Shore Street
    Anstruther
    Fife
    KY10 3EA Call Us
    Tel: 01333 310703
    Fax: 01333 311918

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