Human first
We begin with your goals, pressures, family, business and future plans before looking at products.
Financial advice for pensions, investments, mortgages, protection and the bigger life decisions that need a proper plan.
We begin with your goals, pressures, family, business and future plans before looking at products.
Pensions, investments, mortgages, protection and wider decisions are considered as one picture.
Regulated advice is provided under the oversight of Equity & General Financial Services Limited.
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 BuzzWe keep the process straightforward, so you know what is happening and why.
See the advice processShare the decision, worry or opportunity in front of you.
We look at your goals, existing arrangements and the people affected by your choices.
If advice is right for you, we explain the recommendation, costs, risks and next steps.
Understand what income you may need, what you already have and how to use pensions and savings sensibly.
Read the retirement guide →Build an investment plan around your timeframe, risk and capacity for loss.
Read the risk guide →Check what would happen if income stopped, illness struck or someone died.
Read the protection guide →Pensions, investments, mortgages, protection and family decisions considered together.
See joined-up planning →Understand your pension options and plan the income you want later.
Mortgages & propertyBuying, remortgaging, moving home or later-life lending decisions.
Saving & investingGrow wealth with a plan that reflects your goals and risk.
Insurance & protectionLife cover, critical illness and income protection for your household.
Family & legacyPlan how wealth can support the people and causes that matter.
Ready to talk?Start with a conversation.
Get startedAdvice 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.
Start with the question in front of you. We will help you understand the next step.