Here we summarise the different advice areas we cover. For more detail
on any of the relevant areas please follow the appropriate links.
If you are not already a client and wish to know more about the financial
planning process and how we work please see our New Clients and How we are Paid pages.
We operate as Independent Financial
Advisers and are therefore able to access the whole market before selecting products, providers or services that help to meet
your financial planning goals. If you are unfamiliar with the different
types of adviser you may find this summary helpful.
We provide a Financial Planning service which is a professional service
for clients who need objective assistance in organising their personal or corporate financial affairs to more readily achieve
their goals.
The financial planning process includes six steps :-
Collecting and assessing all 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
We can assist in all those areas involved in comprehensive financial planning such
as :-
Cane Cohen Ltd, Pean Hill Park,
Pean Hill, Whitstable, Kent, CT5 3BJ Telephone : 01227 379200 Fax: 01227 479009
All content on this site is for information only and no actions should be taken without first
taking appropriately qualified advice. Cane Cohen Ltd accept no liability for actions taken, or plans made, based on the content
of this site. The value of investments can fall as well as rise.
