UKSA Financial Education

This site is being developed by the UK Shareholders' Association (UKSA) as a basic financial advice service that is truly independent and unbiased.


The site was originally written in 2008. But it is rooted in basic principles that are unchanging. References to current practices and legislation are still being updated.

What we are about

This site provides basic, unbiased financial education, cradle-to-grave. We exist because innocent individuals cannot be expected to distinguish good from bad in the flood of purported financial advice available to them.

Where you will find this site very different from most others is in its emphasis on basic principles. Other sites teach you the characteristics of financial products but leave you ill-equipped to choose between them.

Our message

Good financial habits are not difficult. They are only made to seem so by those with a vested interest in confusion. Whatever your level of knowledge, if you work through the lessons of this site:

  • you will be able to manage your own affairs, and
  • you will understand the need for good advice and will be able to look for it, and
  • you will be able to recognise biased advice and reject it

How to use this site

This site comprises three education modules and six sections of supporting material.

Education modules

Foundation
The essential basis for managing your financial affairs.

Simple Investing
All you need to know to invest competently.

Advanced Investing
A way forward if you want to improve.

Supporting material

Choosing Products
The advice your commissioned 'adviser' won't give you.

Assets
Information on the main types of asset available to the private investor.

Products
Information on the main types of financial product.

Wrappers
Information on ISAs, SIPPs and similar.

Who's Who?
Information on the main players in the Financial Services jungle.

Commentaries
Supporting explanation and research.

Want to start?

Move to Foundation :