Will your money last?
We model your income, spending, pensions, property and business every year to age 100, with UK tax applied, and show the age your money runs out.
We model your income, spending, pensions, property and business every year to age 100, with UK tax applied, and show the age your money runs out.
The Financial Plan gives each result in years: the age your money runs out, and how many years each risk takes off it.
Prepares your business accounts and tax returns, and reports what the business made last year.
Gives a personal recommendation on a pension, investment, mortgage or policy. Only an FCA-authorised firm can do this.
Works out whether your money lasts, what would break your plan, and which decisions change the result. Financial planning for business owners models the company alongside your own money.
A written plan covering every year to age 100, each risk measured in years, and a list of actions for the next ninety days.
Enter eight figures and see the age your money runs out. It takes about two minutes and runs in your browser.
Connect your bank read-only and your last few months of spending are sorted into categories. It takes about two minutes and cannot move money.
One written document: every year to age 100 with the tax worked out, what would break the plan measured in years, and an action list for the next ninety days. Every assumption is printed. It is a one-off financial plan, paid once.
The projection re-run each year, a review session, the plan reissued in writing, and a planner to ask when something changes. Cancel any time.
This can happen at any stage. Financial planning is not regulated financial advice, and we do not recommend pensions, funds or other products. When a decision needs a personal recommendation we say so and can introduce you to Equity & General, authorised and regulated by the FCA (No. 474163). The introduction is optional. If you become their client, E&G pay Buzz a commission, and we tell you about it before the introduction.
Business accounts, tax and payroll. If you are a client, your business figures are already with us.
Coaching on spending and money habits, from Buzz Accounting Ltd, the same company as Buzz Financial Planning.
Wills and lasting powers of attorney. The Financial Plan works out the inheritance tax on your estate.
Authorised and regulated by the FCA (No. 474163). E&G give personal recommendations on products. Buzz Financial Planning does not.
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.