Help & research

Whether you’re a seasoned investor or a first-time investor looking for more information before you get started, we have a range of essential guides.

Introduction to investing

Everything you need to know if you’re thinking about investing for the first time. This guide includes all the basics, along with help on deciding whether to save or invest. It also provides an overview of the types of investment products available.
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Planning for your future

Our planning guide provides information on why planning for your financial future is so important. It includes guidance on how you can start to plan for the future wellbeing of you and your family. This could mean preparing for specific events, such as your children’s future education or your own retirement.
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Understanding risk

By investing you’re accepting an element of risk to your money. But what is risk and why is diversification important when you’re investing? This guide will explain what risk is, what types of risk are involved in investing, and why you might want to consider spreading your risk across different asset types.
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Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ.

Understand the risks

Please remember the value of your investments and the income from them can fall as well as rise and you may get back less than you originally invested.

If you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

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