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Free Money Guides & Resources - Individuals & Families

Helping you understand money and plan for life

Money touches almost every part of our lives, but understanding it can sometimes feel complicated.

These free guides, tools and downloads are here to help you explore topics such as budgeting, saving, investing and retirement. We want to make financial information easier to understand, help you ask questions and build confidence.

You do not need to be a financial expert to use them. Download what is useful, take your time and feel free to share this page with someone who might benefit.

Free information, not personal advice

Money Wise UK provides financial education and information, not regulated financial advice. These resources do not take account of your personal circumstances and are not recommendations to buy, sell or change any financial product.

Any examples or calculator results are illustrations, not predictions or guarantees. If you need help deciding what is right for you, speak to a regulated financial adviser.

Why are they free?

Sharing knowledge is an important part of what Money Wise UK stands for. We believe more people should have access to clear information about money, whatever stage of life they are at.

Was this worth a coffee? Not a flat white. Just a regular, sensible £2 coffee. If this helped, feel free to buy me one. If it didn't, keep your money — that's only fair.