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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.

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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