Planning for your future
At Buzz IFA our aim to ensure that you have the best possible independent advice when planning your financial future.
Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.
Please take time to read these important documents
Terms of business
Initial Disclosure Document (IDD)
Our services include a review of your existing arrangements:
When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.
Milestones in life
There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.
Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death
With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.
Pension planning
Personal Pensions, Company Pension Schemes, Stakeholder Pensions schemes, Self Administered Pension Schemes, Unlocking/Transferring Deferred Pension Benefits and Additional Voluntary Contributions (AVCs).
Investment planning & management
Investing for growth and/or income through Unit Trusts, Bonds, Offshore
Mortgages
For Residential and Commercial purposes, we have up to date information and access to all Building Societies, Banks and Central Lenders' schemes to suit individual circumstances.
Life assurance
Family Protection, Mortgage/Loan Protection and Business Protection.
Income protection
Replacement Income in the event of Sickness, Accident and Disability.
Critical illness protection
Provides a Cash Lump Sum on Diagnosis of a serious illness such as heart attack, stroke, cancer, etc. or total disability.
Business & keyperson protection
To protect a business from the effects of losing a Key Director or Key Employee through death or illness.
Savings plans
Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.
Annuities
Capital investment to purchase a guaranteed income.
Contacting us
On our website you will find enquiry forms to assist you, or you can e-mail us with a general enquiry. Our contact details are listed on the foot of each page of our website, including our location map.
Your home may be repossessed if you do not
keep up repayments on your mortgage.
Your home may be repossessed if you do not
keep up repayments on your mortgage. | 