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How can I become more curious about my finances?

Curious about your finances? Get educated, learn the risks and what you need to do to get started with investing.

| 1 min read

We know when it comes to looking at finances, it can seem a bit boring or, with all the jargon, rather daunting. So, what sort of help do you need and who is best placed to help you?

We want to encourage all the questions you have, so we can help and provide the answers.

Whether it’s your first foray into investing, or you’re exploring your options for the future, curiosity will help inform you and give you the confidence you need to create a more secure financial future for you and your family.

Get some answers

When Erica joined us, she was overwhelmed and unsure where to start when it came to her finances. So, she went ‘back to school’, finding out more from Charles Stanley experts.

Watch our Learning Centre videos where Erica explains the answers to the questions she had – and that you might have too:

  • What is the stock market?
  • What is an ISA?
  • What is a fund?
  • And much more

Watch the full series

Where to start?

Perhaps you already know the basics, but are still not sure how to get things moving or what to prioritise.

To help you get started, download our financial checklist and understand how you can:

  • Take advantage of your available tax relief, allowances and exemptions
  • Ensure you have control of all your finances
  • Ensure your money is working in the right way to give you the retirement you want

Download your checklist now

Whatever stage of life you or your finances are at, we’re here to help you make the right financial decisions to build a better future for yourself, your family and your world.

Nothing on this website should be construed as personal advice based on your circumstances. No news or research item is a personal recommendation to deal.

How can I become more curious about my finances?

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The information in this article is based on our understanding of UK Legislation, Taxation and HMRC guidance, all of which are subject to change. The tax treatment of pensions depends on individual circumstances and is subject to change in future. This article is solely for information purposes and does not constitute advice or a personal recommendation.

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