Guides & Resources

Discover Finimize guides โ€“ simple, to-the-point resources that help our community with everything from personal finance to trading advanced stocks.

Wealth Management

How do wealth managers work?

Managing your own finances can be tricky โ€“ย that's where wealth managers come in. Our latest guide explains what they do, and helps you decide if one's right for you.

Pensions

Figuring out your future finances: pensions and retirement

Thinking about (and planning for) your retirement well in advance is key if you want to make it a retreat and not a rout from the world of work.

Investing

Investing Like The 1%

Learn how to invest like you too are fancy-schmancy

Listen to us live

Join us at one of our upcoming events and hear from some of the brightest minds and fastest-growing companies in finance.

๐Ÿ™Œ Community Seizing Opportunity in Times of Crisis

We'll discuss how the pandemic has changed consumer behavior, which behavior shifts are short term vs. permanent changes.

๐Ÿ™Œ Community Ladies Investing Book Club, UK

A monthly book club to discuss the latest in finance and investing in a relaxed atmosphere, with other Finimize Community members.

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