Financial Learning Made Easy

UK Shareholders' Association
Developed by the UK Shareholders' Association (UKSA). Aimed at all those who should be investors but believe it is too difficult.

What we are about

This site is headed ‘Financial Learning’. It might have been headed ‘Financial Education’ or ‘Financial Literacy’ or even ‘Financial Capability’. But the choice of ‘Learning’ is deliberate. We believe in helping people to help themselves.

There is a flood of financial guidance already available. But much of it is slanted towards the interests of those sponsoring it, or, in the case of government advice, protecting tax revenues. In contrast UKSA, the owner of this site, is resolutely independent of commercial pressures.


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, 
  • understand the need for help and be able to look for it, and
  • be able to recognise the biases of those who provide that help.

Our emphasis is on basic principles, to help you find your way through the investment jungle.

How to use this site

There are three learning modules and six sections of supporting material:

Start here: Learning Path

The essential basis for managing your financial affairs. 10 pages, an hour in total.

Simple Investing
All you need to know to invest competently. 12 pages, 15 minutes per page, do one a week.

Advanced Investing
A way forward if you want to improve. 12 pages, 30 minutes per page, do one a month.

Supporting material

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

The main types of asset available to the individual investor.

The main types of financial product.

ISAs, SIPPs and similar.

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

Supporting explanation and research.