Money coaching for your staff

Free tools and health checks for every employee, a Money Road Map for those who want one, and coaching they can buy for themselves. You see take-up figures only.

A coach and an employee going through a plan

Three tiers

Guidance

For every employee

Priced per company
  • Financial Freedom Score and free tools
  • Financial Healthcheck with a 45-minute coach session
  • A launch webinar and quarterly webinars
  • WhatsApp questions to a coach

Paid by the employer.

Planning

For employees who opt in

£399per person
  • Money Road Map with ninety-day goals
  • A session with a coach who has read their numbers
  • A written plan they keep
  • You only pay for those who take it up

Paid by the employer, the employee, or split.

Coaching

For employees who want more

£69a month
  • A monthly session against their road map
  • Pay as you go from £39
  • Financial Plan at £1,500 for those near retirement
  • Cancel any time

Paid by the employee.

How it runs

01Week 1

Agree the scope

Headcount, which tiers you fund, and the launch date. One short call.

02Week 2

Launch

We supply the launch email, a manager briefing, intranet copy and a new-starter email, and run a launch webinar.

03Ongoing

Staff sign up directly

Employees take the score, connect their bank and book sessions themselves. Everything they share stays with their coach.

04Quarterly

Take-up figures

Numbers signed up, sessions held and the topics raised, with nothing that identifies anyone.

For the owner

A Financial Plan for you, modelling what you take from the company, what it could be worth and when you can stop.

  • Salary, dividends and pension contributions modelled together
  • The business at zero and at your figure
  • Every year to age 100 with UK tax applied

Financial planning for business owners

Talk to us about your team

Questions from employers

Do you share anything about individual employees?

No. You receive take-up figures and topics in aggregate. What an employee tells their coach, and any bank data they connect, stays with Buzz under our privacy policy.

Is this regulated financial advice?

No. Coaching and planning are not regulated advice. If an employee needs a product recommendation, we can introduce them to Buzz Financial Services, a separate FCA-regulated firm, if they want.

We already use Buzz Accounting. Does that change anything?

It makes set-up quicker, and the £39 health check session is already free for Buzz Accounting clients. Your staff are treated the same as any other employer's.

Free health check Call