About Buzz Financial Planning
Buzz Financial Planning is a trading style of Buzz Accounting Ltd (company 15182358).
Buzz Financial Planning is a trading style of Buzz Accounting Ltd (company 15182358).
Buzz began as an accountancy practice preparing accounts for business owners. We built a lifetime modelling engine to answer those clients' personal planning questions, and now offer the Financial Plan to anyone in the UK.
£1,500 for the Financial Plan, and £49 a month for ongoing planning if you choose it. These fees are the only payment we take for planning work.
We recommend no products, so no product provider pays us for planning.
If we introduce you and you become their client, E&G pay Buzz a commission. We tell you before the introduction, the introduction is optional, and it does not change what your plan says.
Wills and lasting powers of attorney through Buzz Legal, priced separately.
Financial planning is not regulated financial advice. Buzz Financial Planning is a trading style of Buzz Accounting Ltd (company 15182358), which is not authorised by the FCA and does not give regulated advice, recommend products, or hold or manage client money. Equity & General (FCA 474163) is the authorised firm we can introduce you to. You can check any firm on the Financial Services Register at register.fca.org.uk.
Company accounts, tax and payroll. If you are a client, your business figures are already with us, which shortens the fact find.
Coaching on spending and habits, from Buzz Accounting Ltd. You can use either service on its own, or both.
Wills, lasting powers of attorney and estate work, priced separately.
A separate firm, authorised and regulated by the FCA (No. 474163), which gives regulated advice. We can introduce you, and we tell you about E&G's commission to Buzz before the introduction.
A written plan and two sessions: one on your goals and one on the results. Every assumption is printed and can be re-run with your own figures. The plan contains no product recommendations.
An hour with a planner on whether the Financial Plan suits your position.
A written plan: every year to age 100 with UK tax applied, each risk measured in years, and your next ninety days.