Archived articles
Although the content of the article(s) archived were correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.
Welcome to Ithaca Financial Planning!
We hope you like our new look and our new website.
Whether you’re an existing client, you’ve been referred to us by a friend or family member, or if you’ve found us online, we’re here to help.
We’re making it easier than ever to stay in touch with us, read on to discover how.
1. Book a meeting on Calendly
In just a few clicks, you can easily book a Zoom meeting with Tim to discuss anything at all, at a time that suits you – click here to get started on Calendly.
Simply find a time that suits you, complete your name, and you’ll receive a calendar invite by email with the Zoom link included. Just like that, you’re booked straight into your adviser’s diary with no hassle.
2. Connect with us on Instagram and LinkedIn
Follow along for regular updates and posts about all sorts of financial planning topics on Instagram @Ithacafinancial and LinkedIn - Ithaca Financial Planning. Your engagement with our posts will help others to find us for the advice they need, so if you see something you like, please like, share and comment!
We love to hear from you and if there’s anything in particular you’d like us to post about, please do let us know.
3. Sign up for our eBriefing Service
We’ve got a variety of email newsletters available to bring you the latest financial news, straight to your inbox.
You can subscribe to as many topics as you’re interested in for free:
- The e-Investor Magazine
- Business Insights
- Investment Insights
- Daily Investment Market Update
- Monthly Investment Market Update
- Protecting Insights
- Retirement Insights
- Spring Statement / Autumn Budget
- Tax Year-End Planning
Simply enter your email address in the E-Briefing Service on our homepage to get started.
4. Download the SJP App
Our clients can see up-to-date valuations 24/7 via the SJP App, which is available from the App Store or Google Play Store.
Your security is our priority, so when you first register, you’ll be asked to provide your passport or driving license to verify your identity. Once registered, you can login using face ID or fingerprint ID.
It’s quick and easy to check your portfolio wherever you are using the SJP App, please contact us if you need any assistance using it.
5. Read our Insights articles
If you prefer longer-form written content, we’ve got a wide range of articles available on our website for you to read.
Just click ‘News’ on the menu bar, and then ‘Insights’.
If you’re interested in particular topics, you can filter by the categories of Investing, Retirement, Protecting, Business and News.
New articles are added regularly, so feel free check back in to see what’s new.
As always, if there’s anything we can help with, please don’t hesitate to get in touch.
