Financial services · with Equity & General

Full financial planning for freelancers and the self-employed — through our partners at Equity & General.

Your accountant sees your whole financial picture — so we're perfectly placed to spot where advice would help. Through Equity & General, freelancers and the self-employed get regulated financial planning, protection, mortgages and estate planning, joined up with the numbers we already run for you.

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One relationship, the whole picture

The advice most freelancers and the self-employed never get

Most people who work for themselves or run an organisation are brilliant at what they do and under-served on money — no workplace pension scheme handed to them, no adviser on tap, and a "someday" list that never gets shorter. Because we already keep your numbers, we can see when advice would genuinely help and introduce you to a regulated Equity & General adviser who picks up exactly where we leave off. You are introduced only with your consent, and there's no obligation.

About Equity & General (E&G)

Our FCA-authorised financial-planning partner — the regulated experts behind every introduction.

1997Established

£400m+Client assets

10,000+Clients advised

FCA 474163Authorised & regulated

What E&G can help with

Full financial services, joined up with your accounts

Pensions & retirement

A pension you actually understand, and the tax-efficient ways for freelancers and the self-employed to fund it — from an adviser, not a call centre.

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Investments & tax-efficient saving

ISAs, investments and a plan for your money that fits your goals and your tax position — reviewed as life changes.

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Protection

Life cover, critical illness and income protection — because freelancers and the self-employed rarely get sick pay, and the people who depend on you deserve a plan.

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Mortgages

Advisers who understand self-employed and director income — the accounts lenders ask for are the accounts we already prepare.

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Wills & estate planning

Wills, trusts, Lasting Powers of Attorney and inheritance-tax planning — so what you build passes on the way you intend.

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Business & family protection

Key-person and shareholder protection, relevant life cover and succession planning — protecting the business and the family behind it.

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How the introduction works

Simple, and only ever with your say-so

1
We spot where it helps
As your accountants we see your whole financial picture — pension gaps, unprotected income, a mortgage coming up, estate planning left too late — and we flag it.
2
We introduce you to E&G
With your consent, we introduce you to a regulated Equity & General adviser. The first conversation is free and without obligation.
3
Joined-up from there
Your adviser and your accountant stay connected, so your financial plan and your numbers pull in the same direction — not two people who never speak.

Common questions

Straight answers

Who actually gives the advice?

Regulated advice is provided by Equity & General (E&G), authorised and regulated by the FCA (No. 474163). Buzz introduces you — only with your consent — and stays joined-up with your adviser. We are not authorised to give regulated financial advice ourselves.

Can you help self-employed people and directors get a mortgage?

Yes — that's exactly where a joined-up accountant and adviser help most. The self-employed accounts and tax figures lenders want are the ones we already prepare, and E&G's advisers know which lenders treat your income fairly.

Do you do wills and estate planning?

Yes, through E&G and their estate-planning specialists — wills, trusts, Lasting Powers of Attorney and inheritance-tax planning, so what you've built passes on the way you want. Some of these services are not regulated by the FCA.

What does it cost to be introduced?

The first conversation is free and without obligation. Any advice or product fees are explained clearly by E&G up front — you decide before anything goes ahead.

Important. Buzz Accounting is not authorised to give regulated financial advice. Regulated financial planning, pension, investment, protection and mortgage advice is provided by Equity & General (E&G), authorised and regulated by the Financial Conduct Authority (FCA No. 474163). We introduce you to an E&G adviser; E&G advise you. Introductions are made only with your consent.

The value of investments and any income from them can fall as well as rise, and you may get back less than you invested. Your home may be repossessed if you do not keep up repayments on a mortgage. Tax treatment depends on your individual circumstances and may change. Will-writing, trusts and estate planning are provided through E&G and their estate-planning specialists; some elements are not regulated by the Financial Conduct Authority.

This page is a financial promotion. Buzz Accounting acts as an introducer only; regulated financial advice, and the approval of financial promotions, are the responsibility of Equity & General (E&G), authorised and regulated by the Financial Conduct Authority (No. 474163).

Full financial planning for freelancers and the self-employed — through our partners at Equity & General.

The advice most freelancers and the self-employed never get

Full financial services, joined up with your accounts

Pensions & retirement

Investments & tax-efficient saving

Protection

Mortgages

Wills & estate planning

Business & family protection

Simple, and only ever with your say-so

Straight answers

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