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DIY Investment Guides

Explore our range of guides, designed to provide you with the knowledge and information you need to support your investing goals. The following guides are available:

DIY Investing
This eGuide is designed to equip you with the basic principles of investing and help you decide if DIY investing is suitable for you.

Understanding the Stock Market and Shares

Stock Market and Shares
The aim of this eGuide is to give you an introduction to Stock Markets and Shares.

A Guide to Selecting Shares

Selecting Shares
This eGuide will provide you with an overview of the different research methods that can be used to contribute to your share selection.

Investing in Funds

This funds eGuide will help you understand what professionally managed funds are and the ways they can help you build a diverse portfolio to suit your investment needs.

A Guide to ISAs

Learn about investing using a tax efficient wrapper, such as an Individual Savings Account (ISA).

SIPP A Guide to SIPPs
Learn about investing using a tax efficient wrapper, such as a Self Invest Personal Pension (SIPP).

Understanding Your Retirement Choices

The aim of this eGuide is to explain how to invest using a tax efficient wrapper - the pension.

A Guide to International Trading

Understanding Your Retirement Choices
A detailed guide to the UK pension changes from 6th April 2015.

A Guide to IPOs (Initial Public Offerings)

International Trading
This eGuide sets out to inform you of what is involved with international equity trading, highlighting some of the opportunities, the main differences to look out for, what you will need and the risks involved.

A Guide to ETPs (Exchange Traded Products)

IPOs (Initial Public Offerings)
This eGuide will inform you about how a company will float its shares on the stock market alongside the benefits and risks of being involved with an IPO.

A Guide to Financial Spread Trading

ETPs (Exchange Traded Products)
The aim of this eGuide is to walk you through the different types of Exchange Traded Products, outlining how these are traded and the risks involved with investing in them.

eGuide to Financial Spread Training

Financial Spread Trading is a derivative product, in other words a financial instrument that derives its value from an underlying asset, index or interest rate. This Financial Spread Trade/Trading (FST) eGuide will help you to understand the background and principles of Financial Spread Trading.

A Guide to Contracts For Difference (CFDs)

Contracts For Difference (CFDs) are derivative financial instruments which derive their value from an underlying asset, index, commodity, currency, exchange or interest rate. This CFD eGuide will help you to understand more about CFDs and how they can be traded.

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  • The value of your investments can go down as well as up. You may not get back all the money that you invest.
  • Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.