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    Financial Plannners Ltd
Cane Cohen Ltd

Cane Cohen Ltd Independent Financial Adviser in Whitstable

Address: Pean Hill Park, Pean Hill, Whitstable, Kent, CT5 3BJ
Telephone: 01227 379 200
Fax: 01227 479 200
E-mail: whitstable@cane-cohen.co.uk
Visit our Web Site: www.cane-cohen.co.uk

Contact: Simon Fisher

Advice areas

We cover the following planning areas :
  • Retirement planning
  • Investment planning
  • Investment Portfolio Management
  • Tax & Estate planning
  • Long Term Care planning
  • Education funding
General Information

We are a firm of fee based holistic financial planners and independent financial advisers, with offices in Whitstable and Westerham. Additional meeting facilities are available in Faversham, Margate and London and we are also happy to travel out to see clients at home or work if this is appropriate.

We are part owned by a legal practice, Tassells solicitors of Faversham, and are members of SIFA (Solicitors for Independent Financial Advice).

As fee only advisers any commissions involved, whether from your existing arrangements or those newly arranged, are refunded to you and may be used to pay our fees in full or part.

Our planning process, which includes a free initial meeting, involves :
  • Collecting and assessing all your relevant personal and financial data
  • Identifying your financial objectives and problems
  • Processing and analysing information
  • Producing a financial plan, the implementation of which should make the most effective use of your resources towards the achievement of your objectives, and identifying alternative solutions
  • Implementing the plan
  • Reviewing progress and modifying the plan as necessary to take account of changed circumstances as time goes by

Qualifications

Within the firm we hold very high level qualifications, including amongst others :
  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • Advanced Financial Planning Certificate
  • Fellow Chartered Institute of Bankers
  • CII G60 Advanced Pensions
  • CII G20 Taxation & Trusts
  • CII G70 Investment Portfolio Management
  • CII CF8 Long Term Care
  • CII CF7 Lifetime Mortgages
  • CII CF9 Pensions Simplification


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