Never risk missing business from missed calls in your financial firm

Call Answering for Financial Advisors

5.0

Trusted by 102 reviews

UK-based call answering service & managed live chat.
Let us handle your calls while you grow your business.
Free setup, no contracts. Start now!

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Benefits of using a finance phone answering service

Better call management

Never miss out on new business and ensure all calls are answered promptly with our professional financial answering service. Our PAs will answer the phone for you, so you can spend more time with clients and completing other important tasks.

Discreet call handling

All of our call handlers have experience working in the financial sector, so will answer your calls discreetly and sensitively. Your clients and your business’ reputation are in safe hands when you choose Face for Business.

Reduced costs

Get all the benefits of hiring a team of PAs at a fraction of the cost by using Face for Business’ financial answering service.

Scalable call answering

Stay flexible and manage your costs efficiently by increasing or decreasing the level of financial answering service support you need during peak periods.

Call answering service for financial advisors

As an independent financial advisor, it can be a juggle responding to new enquiries while retaining your existing client base, with ringing phones and live chat enquiries to respond to, often all at once. Our finance phone answering service is a friendly, professional, reliable service that will ensure you never miss out on business due to missing a call. With our answering service for financial advisors, Face for Business’ PAs will handle your phones and manage your website’s live chat function, while you focus on client work.

Financial matters are complex, sensitive and often personal, and you can be sure your firm and your clients are in safe hands, as all of our financial answering service call handlers have experience of the sector. We record all calls and provide you with the full recording instantly, so you’ll know your calls are being dealt with exactly as you’d expect from a trusted financial answering service.

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Featured Case Study

Rhodes Brook Financial Management

With the costs of staff and workspace increasing all the time, if you’re worried about how to expand your business without great additional expense, using Face For Business is the answer.

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A comprehensive financial answering service

Call Answering

Make sure important calls are answered every time with a reliable virtual PA who works as an extension of your business.

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Outsourced Switchboard

Our call handlers will answer the phone, take down messages or transfer calls to the right people as required, so you never miss an important call.

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Managed Live Chat

Give prospective clients the information they need quickly when they come to your website and let us manage your live chat function.

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Try our financial answering service for free

Try our financial answering service before you commit, with a no-obligation, 7-day free trial. Experience the benefits of using a finance phone answering service to see the difference it could make to your firm.

We’ll set you up on our system as part of the trial, just like we would any client. When you’ve decided that you’d like to use our telephone answering service full-time, we’ll move you over to a contract. Start your 7-day free trial today!

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Improve your client experience

Our financial answering service is an affordable, reliable option for managing incoming calls and enquiries, for both independent financial advisors and larger financial firms alike. Face for Business’ call handlers can answer your calls, monitor your website’s live chat function, and manage your switchboard. We’ll even help you avoid annoying sales and marketing calls, so you can spend more time focusing on your clients.

Call handlers with sector experience

Our finance phone answering service call handlers have years of experience in your industry, so will always handle calls professionally. You can be sure your company, and your reputation, are in safe hands with Face for Business.

Spend more time on client work

Spend more of your time on client work and let our experienced, discreet call handlers answer the phone for you. Focus your expertise where it’s needed most.

Extend your business hours

Effectively extend your office’s opening hours by using our after hours answering service for financial advisors. Respond to more client queries and never miss out on business from an evening or weekend call.

Only pay for what you use

Unlike other financial answering service providers, we won’t round your monthly bill up. Our services are priced to the penny, so you’ll only ever pay for what you use. We optimise your billing every month too, so you’ll avoid unnecessary charges for going over your call allowance at busier times.

UK-based

Our call handlers are all based in the UK, so they’re always on hand to speak to clients and respond to queries when you can’t get to the phone.

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24/7 app access to your financial answering service

We’re the only answering service for financial advisors and other financial services firms that provides you with instant access to your call recordings, directly to your Face for Business customer portal. This allows you to listen to all messages in full, so you can be sure we’re handling every call in the way you’d expect for a professional financial answering service.

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What our clients say about us

5.0

Trusted by 102 reviews

Face For Business support and suit our ever changing needs alongside providing help!

Every step of the process was fully explained, with regular updates.

I recommend them to everyone and I’m always full of praise for the service.

A very slick operation, would highly recommend

Nothing is too much trouble and they're always on hand to answer any queries.

Frequently Asked Questions

How much does a financial answering service cost?

Our financial answering service is priced to suit your firm’s specific needs. We’ll work with you each month to ensure you’re on the right tariff for your needs to ensure you avoid any excess charges.

While it’s hard to give a price without understanding your full requirements, a popular package for our finance phone answering service costs around £115 a month, but there are also lower-cost options and message-only packages for firms needing less support.

Try our answering service for financial advisors free for 7 days to get a better idea of how much support you’ll need. Read more about our packages and pricing.

Where is your finance phone answering service team based?

All of our financial answering service call handlers are based in the UK. This means they’re in the same time zone as you, and are ready to answer calls during your standard opening hours, as well as after hours during evenings and at weekends.

Do I need to sign up to a long-term contract?

No, you don’t need to sign up to a long-term contract. Our financial answering service is designed to be flexible. If you ever need to change your monthly plan or want to cancel, you simply need to let us know before your next billing date, and we’ll sort it for you.

What kind of financial answering service support do you offer?

You can use our answering service for financial advisors during busy periods for occasional cover, or you can fully outsource your switchboard. Face for Business can provide whatever level of support you need.

Do you provide an out of hours financial answering service?

Yes – extend the opening hours of your firm without staff needed to physically be there with our out-of-hours finance phone answering service. Make sure you’re not missing out on important business from calls that come through in the evenings or at weekends, with our financial answering service, which is available between:

8am-8pm Monday to Friday
9am-5:30pm Saturday
10am-4pm Sunday

How do I know you can provide the right support for my financial firm?

All of our financial answering service call handlers have years of experience in answering calls for financial firms and independent financial advisors, so they know how to handle calls professionally and discreetly. As part of our answering service for financial advisors, our UK-based call handlers will spend time getting to know your firm, and how you’d like your calls to be handled.

How soon can I start using your financial answering service?

You can start using our finance phone answering service straight away by registering for a 7-day free trial to see if the service is right for your firm. We’re ready to support you whenever you need us, whether it’s full time or for emergency cover during a staff shortage.

Are my calls recorded?

Yes, every single call that we answer as part of our financial answering service is recorded, and you’ll be given instant access to recordings, so you can play them back 24/7, as required.

Ready to transform your financial firm?

Let’s discuss your financial answering service needs and help solve your problems.

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