Where we believe in doing the Right Thing for the Right Person at the Right Price.
Franklin D. Roosevelt
In 1999 Ed made the decision to become a truly independent, truly fee-based professional financial planner. 25 years later, Pelican Financial Planning is dedicated to continuing this same approach, with the focus firmly on client service and expert planning.
Financial planning and advice are crucial at many life stages, and we are well-equipped to assist anyone needing our expertise.
You may be nearing retirement, or at least a point in life where you would like to change your focus in life from your current career.
You may be already in retirement and now wondering how best to achieve not only what you want in life, but also what you want for your children and grandchildren.
You may be a member of a statutory pension schemes such as the NHS, Teachers’ or Local Government pension schemes.
Investment is as much art as it is science, since it involves working with the future, so at this stage we might be tempted to wax lyrical about our Investment Committee, their years of experience in advising clients or managing money, how we look for undervalued companies or markets or the tools we use to assess managers and our rigorous buy/sell processes; but we won’t.
