Young investors

Joe's Journey

The Joe’s Journey booklet was created alongside an initiative by The Princes’ Trust to provide young people with simple, clear and useful information to help them understand the basics of savings and investments.   

Through the story of Joe and his family, the booklet explores what can be done with money now, and in the future, as well as what bank statements look like, how to start budgeting, basic tax* and much more. The guide is packed with information and links to other trusted sources.  

McInroy & Wood supported this venture, along with a number of other firms, and have helped distribute the booklet directly to young people as well as through a number of charitable groups and organisations. We are delighted to be able to share the booklet here for families to read together. 


*As the booklet was written during the 2019/20 tax year some tax figures may have changed - please refer to for current tax rates and allowances.

Cover page of Joe's Journey booklet