The Pelican Briefing

It’s a Cashflow, but where’s the cash?

September 9, 2025

Blog

Talking with a potential client last week about what their objectives were and how they felt about things, I began…

Pension Tax Free Cash : Again !

August 26, 2025

Blog

Oh yes ! It’s time to break out that Whitesnake album again and quote “And here I go again on…

Goals : where the planning can get tough

July 11, 2025

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Having picked the low hanging fruit of working out where you are today, the next step has to be working…

Picking some low hanging planning fruit

June 9, 2025

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Planning is one of those things that can be daunting when you think about everything that you need to consider…

What’s the point of these Bonds?

May 19, 2025

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“What’s the point of these Bond funds?” is a fairly common question from clients when looking at performance of their…

Playing Top Trumps with Markets

April 7, 2025

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Although we’ve had very few questions or comments following the turmoil in stockmarkets generated by Donald Trump’s economic decisions, I…

Financial Planning Week 2025 #FPWUK

January 23, 2025

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The first time I came across proper Financial Planning was when I was working for Lincoln National, training financial salespeople…

Am I Drinking Enough? Am I Smoking Enough? Am I Killing Myself Slowly, Fast Enough?

December 19, 2024

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Cashflow planning involves using reasonable assumptions and mortality is one of those that is most commonly misunderstood when discussed with…

It’s beginning to look a lot like Christmas

December 13, 2024

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Looks like some of the team at least have decided that it’s Christmas

Ah the pensions whisper shimmer in the haze of summer lawns

November 19, 2024

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Having survived having to field questions on what the Budget might do for pensions, rather than settling back to balmy…

Going down a Pension Rabbit Hole in 2024

October 28, 2024

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As we move into the final week before the Budget, I have found myself going down a Pension Rabbit Hole.…

Steve Hackett is 74

October 18, 2024

Blog

A little bit random possibly but I saw him at the Aylesbury Waterside theatre recently (nice to see that Friars…

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