Personal Finance Guide

THE GUIDE

£14.99

Want to take control of your money, but don’t know where to start, feel lost or need some encouragement?

This jargon-free guide gives you the knowledge, support and motivation you need to transform your finances and plan for your future

Get ready to grow your money and say goodbye to your money-related stress 🚀

 Designed for anyone, especially young adults
 Suitable for all knowledge levels
 Every personal finance topic you need in one place
 A cost effective investment towards your future
 Price equates to 4p/day over a 1 year period
 >£450 cheaper than the average financial adviser
 Instant PDF download
 

JOIN THE MOVEMENT

Millions of young adults in the UK are looking to improve their finances

Are you one of them?

investeo-financial-benefits — The financial benefits

**More money to achieve your goals**
Whether it’s through becoming a savvy investor or getting your pension sorted, you’ll be better off after using our guide
**The cost-effective solution**
With the average financial adviser costing £500 for a 1 hour meeting (unbiased.co.uk), our guide can save you over £450!

investeo-wellness-benefits — The wellness benefits

**Proven to improve mental health**
Good money management is beneficial for your mental well-being. Our guide will lower your money-related stress.
**More knowledge and confidence**
Taking control of your finances is rewarding and empowering. Say goodbye to financial imposter syndrome!

SO, WHAT'S INSIDE?

The guide has been carefully structured into a series of eight “Milestones” that give you the tools and confidence to optimise every part of your finances

We won’t just say you should do something, we’ll actually show you how and why

Investing

Learn how to start investing

Savings

Make the most of your savings

Money mindset

Explore your relationship with money

Setting goals

Align your finances with your goals

Pensions

Learn how to optimise your pension

Budgeting

Build habits with a flexible budget

Student loans & debt

Stay on top of your debts for good

Emergency funds

Learn why you need a rainy-day fund

INVEST IN YOURSELF

Whether you're a complete money beginner or you‘re just looking for some encouragement and tips, this guide will give you what you need to improve your life

REAL PEOPLE, REAL TRANSFORMATIONS

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“This was soooo needed in my life. Everything is super clear and easy to follow!”

Imi F. (28, Edinburgh) ✔️

“Absolutely delighted with this guide! It has everything I was hoping to learn. The chapter on investing is extremely clear and useful. Would recommend to anyone looking to improve their finances.”

James H. (32, London) ✔️

“This has positively changed how I feel about my money. I worry less and it’s given me the confidence to make much needed improvements.”

Grace S. (25, Sheffield) ✔️

“Like many young people, I find managing my money daunting. This has helped me focus on the steps I need to take to plan for my future.”

Danny. T (35, London) ✔️

“Bought this for my 23 year old daughter as it’s vital to learn money habits early. I’m planning to give this to each of my younger employees at work.”

Jonathan P. (52, Aberdeen) ✔️

FREQUENTLY ASKED QUESTIONS

How do I download the guide?

Once you complete your secure payment you’ll be given the option to instantly download the guide (in PDF format) through your browser. The download works on any device. You’ll also be sent a confirmation email with a download link.

Who is this guide aimed at?

The guide has been designed for anyone in the UK, regardless of financial knowledge, wealth, or background. It’s suitable for all age categories, but is especially useful and relevant for those in their 20s and 30s.

How long will the guide last me?

The information within the guide will help you develop financial foundations that will last your lifetime.

How long is the guide and how is it structured?

The guide has over 35,000 words and has been carefully structured in a way that walks you through each aspect of your finances (check out the gallery above to see the guide's contents page). There are practical examples and templates throughout so you can really get to grips with how to take control of your finances.

How does this compare to hiring a financial adviser?

We like the idea of you becoming your own financial adviser. A world where each one of us controls our own financial destiny. The average financial adviser in the UK costs £500 for a 1 hour consultation (unbiased.co.uk). This is clearly out of reach for a lot of people, which is why we created a solution that was more inclusive and more accessible. The information in our guide will give you the knowledge and confidence you need to successfully manage your money. Financial advisers can play a role in your finances and the guide discusses whether you could benefit from speaking to one.

Does this guide provide bespoke or personalised financial advice?

It is important to note that the contents of this guide are for informational and educational purposes only and does not constitute financial advice. The information is designed so that you can develop the confidence and knowledge to make your own decisions about your finances. Investeo is not regulated by the Financial Conduct Authority and so we do not provide personalised advice of any kind.

Can I get in touch if I have a question about anything in the guide?

Sure! We love hearing from our customers and are always happy to help. You can also post your questions in our private Facebook Group (link received in confirmation email after purchase) or on any of our social media channels.

Is this guide suitable if I live outside of the UK?

Although many parts of the guide will help those who don’t live in the UK, it does contain information that’s only relevant to individuals who live in the UK. If you’re unsure then drop us a note at help@investeo.co.uk and we’ll be happy to help.

What is Investeo's refund policy?

If you wish to cancel your purchase within 14 days, please do not download the guide and instead contact us at help@investeo.co.uk so that we can arrange a refund. If you have any questions please do not hesitate to get in touch.