Links

When picking up advice from the web it's always important to know the commercial interests of those giving it. Particularly on investment matters.


The UK Shareholders' Association (UKSA) is a private organisation that promotes the importance of individual shareholders, conducts periodic campaigns to correct specific injustices, has growing influence and deserves support. It is independent of all conflicts of interest and funded entirely by membership fees and individual donations.

Sharesoc is a sister organisation of UKSA, with a greater focus on the skilled private investor and active campaigning on specific corporate misdemeanours.

MoneyHelper is the site for government sponsored advice. It is a recent (2021) consolidation of a number of separate sites,  supported by Money and Pensions Service. Remember that no government advice site is going to upset an industry that contributes 15% of national tax revenues, but with that proviso they do their best.

HM Revenue and Customs (HMRC) is the horse's mouth for any tax regulations.

Martin Lewis at MoneySavingExpert has the pre-eminent independent site covering basic money management skills, with much practical advice and information.

Investopedia is owned by an American media group. It includes a really comprehensive dictionary of terms, provided you speak American.

Boring Money is a very approachable site with an individual style derived from its founder, Holly Mackay. It's crowd-funded and not perfect (its group of 'expert advisers' was once headed by two very senior managers from Hargreaves Lansdown) but its heart seems to be in the right place.

retireguide.com is a US site and therefore set within the US savings scene. But its basic approach in its first few pages reinforces ours, and within a very fresh site design. We have no information on its funding or ownership so cannot comment on its potential for bias.

For Millenials and Gen Z, for whom the future is much more important than to the rest of us, there is Iona Bain, FT columnist specialising in financial guidance for the young. Currently(2021) unique in her field.

 

Recommended books and other sources can be found at the end of the Advanced Investing module in More Advanced