Cane Cohen Chartered Financial Planners

Existing Clients
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As an existing client you will be able - if you hold your portfolios on Transact - to view details of the investments and pensions that we look after for you online including Portfolio Valuations, Transactions, Gains/Losses and Tax Statements.

If your accounts are elsewhere then we will be able to prepare for you on request, if this is part of your service agreement, a valuation statement for you. Please complete and submit the request form below.

If you have any matters that you wish to discuss regarding your planning affairs please contact us in the usual way.

Click on the logo to log-in. You will need your usual Portfolio number and Password.

 

Log in to Transact

 
Please complete and submit the form below to request a Portfolio Valuation.
 

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Authorised and regulated by the Financial Services Authority.
 
 
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.