Pelican Consulting

Informations générales

Financial engineering is a science which, more than wealth management, allows the structuring of each client's wealth in a manner that ensures secruity and growth, all whilst being able to adapt to the constant changes in taxation and law.

It encompases the notion of wealth management with regards to each client's specific needs : legal security, capable of adapting over time, succession transfer, fiscal optimisation ... but is more pro-active in ensuring an initial structure capable of withstanding the inevitable changes that will occur over time.

But whilst we can offer this overal global financial approach, we can also offer bespoke services as required by our clients. Therefore, if a client would simply require a loan, a life assurance or insurance contract, retirment advice and contracts, health or protectoin plans, or others, we are naturally perfectly able to advise and assist in the subscription of any relevant contracts.
Furthermore, our status of independent broker enables us to have access to the entirety of all forms of contracts available on the market, and not only of French origin but also those of foreign origins.

And, in the same manner, we have links with portfolio managers - and are in fact the sole practice in France capable of dealing with one such international manager for investments over five million euros.