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CLIENT VALUATIONS

Our current clients can use these links to obtain valuations and check on their investments:

Client Portal (CashCalc)

Aegon (previously Cofunds)

Aviva

Fidelity

Transact

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Disclaimer

IC Financial Planning Limited

IC Financial Planning Limited is registered in England and Wales, number 08378563.

Registered office: 53, Middlewich Road, Sandbach, CW11 1HU

Authorised and regulated by the Financial Conduct Authority, reference number 658107.

Click this link to see our FCA registration.

Cookie Policy

Complaints

©2020 by IC Financial Planning Limited - for the sole use of UK clients

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