My favorite books to make finance interesting and engaging (especially if you’re not an academic)

Why am I passionate about this?

We first met about 10 years ago at Sheffield Hallam University, bonding as work colleagues over a love of enabling students to understand wealth management and finance in a way that we hoped they would find interesting and accessible. The books we chose mix our love of storytelling and making finance accessible by using real-world experiences. They do this in a unique way, challenging the reader to think about their understanding and perspective, something we try to do every day. It has been lovely to reread these books before writing the reviews, reminding us of what makes us tick. We hope they help you to find your tick too. 


I wrote...

Investment and Portfolio Management: A Practical Introduction

By Ian Pagdin, Michelle Hardy,

Book cover of Investment and Portfolio Management: A Practical Introduction

What is my book about?

Investment and Portfolio Management develops knowledge and understanding of the key financial products, investment strategies, and risks in the UK and international financial markets. 

With an emphasis on practice, Investment and Portfolio Management presents the theory and its relevance and application in the financial workplace. We draw on our experience working in the financial sector to illustrate concepts with case studies, examples, and problems, including material relevant to candidates studying for professional examinations offered by the major professional bodies in the subject area (CII & CISI). Each chapter is written in an easy-to-follow style, allowing readers to navigate through different topics without issue and avoid complicated technical jargon in favor of simpler terms and writing style.

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The books I picked & why

Book cover of Corporate Finance: Principles and Practice

Ian Pagdin and Michelle Hardy Why did I love this book?

We like this book because it has a “reader-friendly” style, which is particularly important for anyone unfamiliar with the subject. This also makes it practical for students of all levels and those interested in exploring a new area of interest.

The main topics of corporate finance are covered, giving detailed explanations of key principles while considering real-life situations by utilising practical examples to illustrate the issues explored. It provides an effective bridge between theory and practical application of techniques used by professional managers to achieve corporate objectives. The inclusion of questions for review and discussion allows the reader to self-test and reflect on their understanding and encourage critical thinking.

Our advice, brew a big mug of tea and make a start.

By Denzil Watson, Antony Head, Dora Chan

Why should I read it?

1 author picked Corporate Finance as one of their favorite books, and they share why you should read it.

What is this book about?

Familiarise yourself with the core concepts surrounding Corporate Finance with this reader-friendly text.

Corporate Finance: Principles and Practice, 8th Edition by Denzil Watson and Antony Head, is a comprehensive guide to the field, introducing you to the key topics and basic areas of Corporate Finance. This thoroughly updated edition is ideal for students in accounting, business, or finance-related studies at undergraduate, postgraduate, and professional levels.

Written and structured in a reader-friendly style for those new to the subject, the book explains clearly and step-by-step the essential principles and mathematical techniques needed without burdening you with unnecessary detail. The questions for…


Book cover of The Zulu Principle: Making Extraordinary Profits from Ordinary Shares

Ian Pagdin and Michelle Hardy Why did I love this book?

We enjoyed this book for its innovative approach, which involves a very specific and defined focus, and its appropriateness for a broad spectrum of investors. The method empowers investors to utilise selected criteria in their investment choices to create a successful investment strategy. It provides “tried and tested” principles for “stock pickers,” focusing on the author’s growth investing specialism.

The book is written in a style that is easy to digest but makes some complex investment methods seem obvious, just what I like in books. It is concise but each chapter allows the reader to reflect on their understanding. This represents a good investment for an investor looking to broaden their knowledge and develop their own investment approach.

By Jim Slater,

Why should I read it?

1 author picked The Zulu Principle as one of their favorite books, and they share why you should read it.

What is this book about?

Jim Slater's classic text brought back into print Jim Slater makes available to the investor - whether the owner of only a few shares or an experienced investment manager with a large portfolio - the secrets of his success. Central to his strategy is "The Zulu Principle", the benefits of homing in on a relatively narrow area. Deftly blending anecdote and analysis, Jim Slater gives valuable selective criteria for buying dynamic growth shares, turnarounds, cyclicals, shells and leading shares. He also covers many other vitally relevant aspects of investment such as creative accounting, portfolio management, overseas markets and the investor's…


Book cover of Making Money

Ian Pagdin and Michelle Hardy Why did I love this book?

From the moment I first read a Discworld novel, I was hooked by the unique and whimsical twist, given by Terry Pratchett, to the situations his characters find themselves in. His clever use of humor allows him to entertain his readers while making complex financial concepts accessible to readers of all backgrounds. This use of humor and the underlying message that finance is as much about human nature as it is about numbers underpins my teaching and writing.

He highlights the quirks and motivations of bankers and entrepreneurs which I recognised from my time in the industry. But importantly he highlights the personal transformation and ethical dilemmas a quest for wealth can bring. For me, this resulted in really considering the true meaning of success.

That said he doesn’t shy away from addressing economic disparities. But overall, when I read this I was given a chance to view the finance world from a fresh perspective and laugh at its absurdity.

By Terry Pratchett,

Why should I read it?

1 author picked Making Money as one of their favorite books, and they share why you should read it.

What is this book about?

This title features M19, F10, and Extras. This play can by played at various simple settings. Lord Vetinari wants to overhaul the banks of Ankh-Morpork so he appoints former con-man Albert Spangler, aka Moist von Lipwig, to the position of Mater of the Royal Mint, attached to a senior post at the Bank of Ankh-Morpork. Then Mrs Lavish, the bank manager, dies, leaving her dog Mr Fusspot - who also happens to be the majority shareholder - to Moist. Suddenly he finds himself in charge, and his life being threatened by resentful members of the Lavish family. His talent for…


Book cover of Karaoke Capitalism: Daring to Be Different in a Copycat World

Ian Pagdin and Michelle Hardy Why did I love this book?

I was given a free copy of this book at a conference and only read it as I had nothing else to read at that point. But, for the time, its method of communicating ideas and concepts was revolutionary and this, as well as the contents of the book, have stayed with me.

I hadn’t read it for a while, but on re-reading it to write this review, I enjoyed it just as much as the first time. Once again, I am drawn to the emphasis on the individual and their ability to be creative, adaptable, and innovative. These concepts seem, in my eyes, to be lost in finance education but are fundamental to a strong real-world financial system that avoids the effects of the groupthink seen in the 2008 financial crash.

By Jonas Ridderstroale, Kjell A. Nordstrom,

Why should I read it?

1 author picked Karaoke Capitalism as one of their favorite books, and they share why you should read it.

What is this book about?

We all know that the rules by which business is conducted have changed. But by how much? The dot.commers who threw out the playbook and tried to reinvent everything crashed and burned. Back-to-basics and execution are refrains reverberating down corporate hallways. And yet there is still a sense of unease. Jonas Ridderstroale and Kjell Nordstrom, the outspoken authors of the international bestseller, Funky Business, present a provocative analysis of the social and cultural forces that are defining the business landscape-in particular, the fundamental relationships between employers and employees and between companies and customers.

Covering a huge terrain-from the impact of…


Book cover of The Routledge Companion to Accounting Communication

Ian Pagdin and Michelle Hardy Why did I love this book?

This compendium of authors writing around their specific expertise is a compelling read. However, I chose it specifically for one chapter, the chapter on "Communication Apprehension and Accounting Education."

Two of the authors of this chapter were my professors when I was at university and their novel approach to education and assessment, which was years before its time, laid the foundations for skills and behaviors I have used in both my commercial and academic life. Increasingly I see students and professionals who are not as successful in their career due to a lack of communication skills.

For me, this book provides a practical and thought-provoking approach for those looking to understand a fundamental component of the financial world in the 21st century.

By Lisa Jack (editor), Jane Davison (editor), Russell Craig (editor)

Why should I read it?

1 author picked The Routledge Companion to Accounting Communication as one of their favorite books, and they share why you should read it.

What is this book about?

One of the prime purposes of accounting is to communicate and yet, to date, this fundamental aspect of the discipline has received relatively little attention. The Routledge Companion to Accounting Communication represents the first collection of contributions to focus on the power of communication in accounting.

The chapters have a shared aim of addressing the misconception that accounting is a purely technical, number-based discipline by highlighting the use of narrative, visual and technological methods to communicate accounting information. The contents comprise a mixture of reflective overview, stinging critique, technological exposition, clinical analysis and practical advice on topical areas of interest…


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Medical Hostages

By Shawn Jennings,

Book cover of Medical Hostages

Shawn Jennings Author Of Locked In Locked Out: Surviving a Brainstem Stroke

New book alert!

Why am I passionate about this?

The five recommended nonfiction books on my list profoundly affected my life in my time of need. I struggled when a minor accident led to a brainstem stroke and being locked in at 45. How would I find happiness now? How can I go on? These five books gave me the strength to work hard, accept what couldn’t be improved, and be grateful for each day of good health. I hope the recommended books will help you prepare for the day your life will change...and it will.

Shawn's book list on accepting and moving on from a tragedy

What is my book about?

Duke, the leader of a bike gang, is in custody for murder. He plans an escape by feigning illness and hospitalization. But an unexpected turn of events results in two gang members and Duke holding a medical floor of patients hostage. Patients will die if the police don't meet their demands within hours.
The drama follows Duke and Drs. Mindy Fletch, director of the Intensive Care Unit, and Craig Russell, a family medicine resident, in this tense hostage stand-off.

Will the bikers find freedom? Will hostages die? Can Mindy and Craig survive and prevent deaths? In times of stress, people often discover new directions and strengths.

Medical Hostages

By Shawn Jennings,

What is this book about?

Duke, the leader of a bike gang, is in custody for murder. He plans an escape by feigning illness and hospitalization. But an unexpected turn of events results in two gang members and Duke holding a medical floor of patients hostage.


Patients will die if the police don't meet their demands within hours.


The drama follows Duke and Drs. Mindy Fletch, director of the Intensive Care Unit; and Craig Russell, a family medicine resident; in this tense hostage stand-off.


Will the bikers find freedom? Will hostages die? Can Mindy and Craig survive and prevent deaths?


In times of stress, people…


5 book lists we think you will like!

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