Independent financial advice, explained clearly. Regulatory information
Buzz Financial Services Independent financial advice

Buzz Financial Services

Financial advice for pensions, investments, mortgages, protection and the bigger life decisions that need a proper plan.

Human firstYour life, family, business and future plans lead the conversation.
Properly regulatedAdvice delivered under our principal firm's FCA-regulated oversight.
Why Buzz?

Advice that starts with your life, not a product.

01

Human first

We begin with your goals, pressures, family, business and future plans before looking at products.

02

Joined up

Pensions, investments, mortgages, protection and wider decisions are considered as one picture.

03

Properly regulated

Regulated advice is provided under the oversight of Equity & General Financial Services Limited.

A relaxed financial advice conversation
A couple talking through property and money decisions at home
People, not portals

Financial advice should feel calm, human and properly explained.

Most people do not come to an adviser because they love financial products. They come because something important needs a decision: retirement, a mortgage, protecting family, investing carefully or joining the dots between business and home life.

Buzz gives you a place to talk it through with someone who understands the numbers and the life around them.

Talk to Buzz
How it works

A clear route from question to plan.

We keep the process straightforward, so you know what is happening and why.

See the advice process
1

Tell us what you need

Share the decision, worry or opportunity in front of you.

2

We understand the whole picture

We look at your goals, existing arrangements and the people affected by your choices.

3

You get clear recommendations

If advice is right for you, we explain the recommendation, costs, risks and next steps.

Real decisions, clearer next steps

People usually come to us when something needs sorting.

Can I retire when I want to?

Understand what income you may need, what you already have and how to use pensions and savings sensibly.

Read the retirement guide

Am I investing in the right way?

Build an investment plan around your timeframe, risk and capacity for loss.

Read the risk guide

One plan for the whole picture.

Pensions, investments, mortgages, protection and family decisions considered together.

See joined-up planning
Frequently asked questions

Financial advice questions, answered clearly.

Advice can cover pensions, investments, mortgages, protection, later-life lending and wider financial planning, depending on your circumstances and our permissions.

Costs depend on the work involved. We explain fees before you decide whether to proceed.

No. The first conversation helps us understand what you need and whether regulated advice may be appropriate. Personal recommendations come later, after we have gathered the right information.

Yes, where it helps and with your consent. Buzz is built around joined-up planning.

Ready to get clearer about your money?

Start with the question in front of you. We will help you understand the next step.

Book a conversation