About
The plan between your accountant and your adviser
Buzz Financial Planning exists because the most important financial question most people have is the one nobody is positioned to answer.
Buzz Financial Planning exists because the most important financial question most people have is the one nobody is positioned to answer.
Buzz is an accountancy practice first. Over years of doing companies' books the same thing kept happening: the business would be in good order, the owner's own position would never come up, and when it finally did — usually because something forced it — nobody had ever modelled it.
Accountants aren't placed to answer it, because it isn't the business's money. Regulated advisers answer it in the course of recommending a product, which is a good answer to a different question. So it sits in a gap, and people guess.
We built the modelling engine to close that gap for our own clients, and it turned out to be worth offering properly.
Plainly, because this is where the profession usually goes vague.
£399 for the Plan, and £49 a month if you want it kept true. That's the only money we take from you for this work.
Because we don't recommend products. There's nothing for anyone to pay us for.
And you become their client, E&G pay Buzz a commission. We tell you before the introduction rather than after, it's optional, and it makes no difference to what your plan says.
If your plan leads to a will, that's Buzz Legal, priced separately and only if you want it.
A pension, an investment, a lender, an insurer or a debt solution. Not ours to do.
We never touch it.
There's no such thing, and it's exactly how people get hurt.
Or sell you a plan when your position is simple enough not to need one.
Buzz Financial Planning is a trading style of Buzz Money Ltd, which is not authorised by the FCA and does not give regulated advice. Equity & General (FCA 474163) is the authorised firm we can introduce you to. Any firm can be checked on the Financial Services Register at register.fca.org.uk.