The Pelican Briefing

Congratulations !

April 16, 2026

Blog

Congratulations to our Pelican trainee Having decided to begin the process to becoming a regulated adviser less than a month…

Announcing a new Pelican fledgling

March 25, 2026

Uncategorised

It’s funny the way that life turns out sometimes. I am really proud to announce that, having graduated from Surrey…

Vouchedfor Top Rated Guide 2026

March 11, 2026

Uncategorised

Feedback from Clients and Prospective Clients is the best measurement of whether we are doing what we aim to do,…

You will you won’t, you do you don’t

November 11, 2025

Blog

Given that the news today (including from The Telegraph) is that the Treasury have confirmed they will NOT be looking…

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

Blog

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

Blog

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

Blog

“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

Blog

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

Blog

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

Blog

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

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