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+33 (0)4 90 72 33 52

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INVESTMENTS

IB Stocks Property

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TAXATION

National & International

ADVICE

Independant Advice

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Legal

Patrimonial Law

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Insurance

Risk Insurance

Pelican Consulting sarl is a bespoke French-regulated « Conseiller en Ingénierie Patrimoniale » and International Taxation consultancy company.

Our expertise rests in advising on investment and wealth management, savings, pensions, protection of the person, and finance, loans, and mortgages.

We have foreign professional qualifications which enable us to, inter alia, advise on International Taxation and we possess French university degrees in Patrimonial Law and Taxation, and Financial Management, authorising us to advise on French legal and fiscal patrimonial matters.

We are therefore best placed to ensure that you and your estate are protected by ensuring all is structured in a manner that is both the most fiscally benign and the most judicially appropriate, and for today, tomorrow and thereafter.

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PROFESSIONAL SERVICES

Assurance Brokerage

This is one of our regulated activities, which covers the areas of life assurance (investments) and insurance(risk).

As brokers, we are bound to consider a sufficient number of contracts to be able to make a recommendation, but are not bound to consider every contract from every provider available, but then neither do we work with only a few set assurance companies.

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Investments

This is a new regulatory statute since 2012, and covers all banking activities, especially, in our case, that of credit.

As such therefore, we source, present and recommend the loans and mortgages that the most appropriate for our clients, whether buying in France a main residential home, or a secondary residency.

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Financial Advice

This is our main activity, confined to those appropriately qualified and resident permanently in France, and is actually defined as :

« persons who are qualified and who exercise an advisory activity in the domains defined by article L.541-1 of the Code Monétaire et Financier (banking operations, operations concerning financial instruments), and the provision of investment advice or ancillary services … »

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financial advice
legals and fiscal

Legal and Fiscal Advice

It is not possible to give financial advice without also dealing with legal and fiscal matters, and to do so in a manner more appropriate than that of simply providing information.

In France, these legal and fiscal advisory activities are regulated by law n° 70-1130 of the 31st December 1971.

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Insurance

In addition to the services mentioned and in addition to completing audits and reviews of any part, or the whole, of both net assets and net income, we also offer , through a partner, additional insurance services.

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insurance
property related

Property Related Investments

There is an investment for everyone, but not all investments are suitable to everyone.

…and it is part of our service to find the right one for you, and ensure it is in the most appropriate medium for you to enhance and safeguard your legal and fiscal situation.

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Professional Services

what we are known for

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