The Pelican Briefing

September 13, 2024

Having mentioned Inheritance Tax in last week’s article, I thought that this might be a good point to revisit some…

September 6, 2024

Back in the ‘80s, in the days of large direct salesforces from the likes of Prudential, Equitable and the MI…

August 30, 2024

My previous article (blog; thought piece; incoherent ramblings) looked at the value of a financial planner, drawing primarily on Vanguard’s…

August 23, 2024

A question that no doubt everyone that uses a financial planner has asked themselves at some point; a question that…

August 20, 2024

Having dropped back a bit at the end of the previous week, stockmarkets on Monday 5th August dropped sharply, with…

July 27, 2024

To be honest I’m surprised that I’ve not had more of these sort of mailings over the last few months…

July 16, 2024

Now that the General Election dust has settled, the new Government has jumped into action and is rapidly making changes. …

July 8, 2024

About three weeks in to the new venture and I’ve taken a lot of calls from people interested to know…