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Nicholas Cane MIFP.CertPFS Director
& Financial Planner
One of the
founding directors of Cane Cohen, Nicholas was previously a partner in an independent financial advisory practice and prior to that working with the
Wealth Management arm of a major high street bank.
Nicholas specialises in providing
advice to those requiring a discretionary portfolio management service,
trustee investments and advice for older clients, particularly where provision for long term
care costs might be required.
Nicholas
holds the Financial Planning Certificate and additional qualifications, including the CII Long Term Care qualification. He
is a member of both the Personal Finance Society and the Institute of Financial Planning.
Professional designations :
Nicholas is also a member of the Professional Adviser IFA panel which provides comments, views and reports on matters to the wider IFA community.
Simon Fisher FCIB.APFS Director
& Chartered Financial Planner
Simon joined us in 2006 having spent the previous 8 years setting up, and then
running, the financial planning department of a well known Solicitors practice in Kent. Previously he was with a
major financial institution from 1985 to 1998 and an IFA since 1987.
Simon is our pensions specialist including Unsecured Pensions, ASP and SIPPs.
He is authorised by the FSA to advise on Occupational Pension Scheme transfers and is an approved adviser to members of the
University Superannuation Scheme. He has membership of the PFS Retirement & Care faculty and the Personal Financial Planning faculty.
He has been on the Chartered
Insurance Institute examiners panel for Certificate and Diploma examinations, deliverednworkshops for the CII and provides
Law Society accredited training to family lawyers.
Simon
is also an IFA member of Resolution and handles our work with family law solicitors on matters of divorce including single joint expert reports.
Professional designations :
Professional
Examinations : Chartered Insurance Institute passes in Taxation & Trusts (G10), Personal financial planning (G20), Pensions
(G60), Investment Portfolio Management (G70), Lifetime Mortgage activities (CF7), Long Term Care (CF8), Pensions
Simplification (CF9), Mortgage Advice Qualification (MAQ) and Financial Planning Certificate (FPC). Completion of the Associateship
examinations of the Chartered Institute of Bankers including papers on - Law & Practice, Economics, Financial Accounting
& Housing.
Susan Cane
Finance Director
Susan has over 20 years experience, primarily in Retail & Corporate Banking,
and handles all financial matters relating to the firm.
James Matthews
Director
James is a partner at the legal firm of Tassells and was admitted as a solicitor in 1987.
Stafford Day
Director
Stafford is senior partner at the legal firm of Tassells and was admitted a solicitor in 1970.
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