Your clients get financial advice, money coaching and business coaching from Buzz, and your practice stays their accountant.
Regulated financial advice for business owners and their families: pensions, including company contributions; protection and relevant life cover; investments; and planning for the sale of a business.
Buzz Financial Services is a trading style of Equity & General Financial Services Limited, which is directly authorised and regulated by the Financial Conduct Authority (No. 474163).
buzzfinancialservices.co.ukOne-to-one coaching for business owners on their personal money: a plan for what they earn, keep and spend; budgets, savings and debt; and getting ready for financial advice.
Coaching is not a regulated activity.
buzzmoneycoach.comOne-to-one business coaching, leadership and accountability programmes, and workshops for owners and their teams.
buzzcoaching.co.ukAndy Jackson talks it through with you and puts the arrangement in writing before you introduce anyone.
With the client's permission, tell Andy who they are and which service they need, by phone or email.
An adviser from Buzz Financial Services, a money coach or a business coach gets in touch and arranges a first conversation.
Accounts, tax, payroll and company secretarial work stay with your practice. If a client asks us for any of it, we refer them back to you. With the client's consent, we tell you whether they went ahead and who is looking after them.
