The Pelican Briefing

Totally addicted to Bias

August 19, 2026

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I’ll admit that drum and bass is more a genre of music that my children appreciate, but it was either…

The Perils of Penelope Past-Performance

June 9, 2026

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The usual line is that “past performance is no guarantee of future performance” and, given that nobody can know what…

There’s life in the old dog yet!

May 12, 2026

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Despite the loss I’m glad to say that I’ve managed at last to play cricket again ! It’s been some…

Congratulations !

April 16, 2026

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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

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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

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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

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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

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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

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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

Blog

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

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