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Finance

Start here

https://ukpersonal.finance/flowchart/

Credit Rating

Money Saving Expert Credit Club - Free Money Saving Expert Report that also gives you your Experian Credit Report for free

Reading

Monevator - Both a weekly roundup of finance news as well as guides about making, saving, and investing money

https://ukpersonal.finance/ - A great set of resources put together by thousands of individuals from /r/UKPersonalFinance

Investing

Investing for beginners: Why do we invest?

Passive investing: what is it and how does it work?

Investing Tools

Cheapest broker list - A regularly update list of the cheapest investment platforms

Spreadsheets

One of the most powerful tools in finance

What does mine include:

  • Wage - Pre and post Tax, Tax per Band, National Insurance, Student Loan. Did my employer or HMRC cock it up?
  • Bank Accounts - Current accounts, investment accounts - Just a current standing and projected interest
  • Savings - All the long term pre-retirement savings - LISA, Cash ISA, Stocks and Shares ISA
  • House - Mortgage payments, Overpayments, Interest, End of fixed rate, Equity, Loan to Value
  • Pension - Current value, payments (Employer and Employee), Projected value at retirement, National Insurance Record
  • ShareCalc - For when your monthly investments needs a spreadsheet to calculate how much of each fund to buy every month
  • Drawdown - Estimates of spending the money saved such as ISA or pensions. Does it run out before I die?
  • Outgoings - Bills - Mortgage/Rent, Council Tax, Season ticket, Average shopping, Insurance, Boiler Cover, Gas, Electric, Water, Internet
  • Budget - A centralised analysis of all previous years. Is my spending going up, is lifestype creep in check?
  • Budget - A list of all purchases and spending with catergories to understand how much money is spent and what could be cut down

Portfolio Examples

Investment portfolio examples: asset allocation models for beginners

Monevator runs an example portfolio which they add money to each quarter - The Slow and Steady passive portfolio

Portfolio Charts - From the tried and tested to the weird and wacky

Home purchase

https://monevator.com/a-mortgage-is-money-rented-from-a-bank/

My experience with my home purchase

Reference

Inflation and price indices - Office for National Statistics

FIRE

FIRE Calculators

FIRE Calculator - Find Out When You Can Retire

FI Calc

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