Answering Service for Financial Advisers
Your next client is calling right now. Jodie answers your calls when you are in advice meetings, reviewing portfolios, or out of the office.
Trusted by 1,600+ UK service businesses
The problem
You cannot advise one client and answer calls from another
When you're in a face-to-face advice meeting discussing pensions or investments, you cannot stop to answer the phone. But the couple who just received an inheritance, or the professional planning retirement, is calling now. They are not leaving a voicemail about their life savings. They are calling the next advisor on the list.
- 65% of people seeking financial advice won't leave a voicemail
- Prospective clients call 2-3 advisors and go with whoever answers first
- That adds up to 2-4 lost clients per month
- A full-time receptionist costs £1,500+/month just to answer the phone
65%
of people seeking financial advice won't leave a voicemail
2-4
prospective clients lost per month to missed calls
£1,500+
monthly cost of a receptionist to answer your calls
How Financial Advisers Use Jodie
Retirement Planning Enquiry
The situation: A couple in their late 50s calls to discuss pension options. They want to understand whether they can retire early and what income their pots could provide.
Jodie handles it: Jodie picks up, asks about their situation, what pensions they have, and when they are hoping to retire. You get a text with all the details so you can prepare for a meaningful first conversation.
Mid-Meeting, New Enquiry Calls
The situation: You're conducting an annual review with an existing client when a prospective new client calls your office.
Jodie handles it: Jodie answers, takes the caller's details, asks what advice they are looking for, and lets them know you will call back. The lead is in your inbox when your meeting ends.
Inheritance Advice
The situation: A woman calls after receiving a substantial inheritance. She is overwhelmed and needs guidance on investing it, tax implications, and protecting the capital.
Jodie handles it: Jodie asks about the nature of the inheritance, any time pressures, and what outcomes she is hoping for. You get a detailed brief so you can approach the conversation with sensitivity and preparation.
After-Hours Mortgage Query
The situation: A professional calls at 7pm wanting advice on remortgaging and releasing equity to invest. They work during the day and can only call in the evening.
Jodie handles it: Jodie takes their details, notes the specific questions, and schedules a callback for a time that suits them. The message is ready when you start your day.
That prospective client is calling. Who is picking up?
Set up Jodie in under 2 minutes. She handles your calls while you handle the advice.
Get Started for FreeReal reviews Real results from real businesses
Built for Financial Advisory Firms
Everything you need to stop missing prospective clients and keep your practice growing.
Never Miss a Prospective Client
Pension enquiry, ISA question, inheritance discussion, or retirement planning call — Jodie picks up straight away and gets the details.
Qualified Lead Details
Jodie asks what advice they need, their situation, and how urgently they need to speak with someone. You get a clear brief to assess whether they are a good fit for your practice.
Sounds Like Your Practice
Callers think they're speaking to your office. Jodie knows your areas of expertise, the types of clients you work with, and your availability.
On Your Terms
Forward calls when you're in advice meetings, reviewing portfolios, or done for the day. Switch it off whenever you want to answer yourself.
Live in Minutes
No tech skills needed. Set up call forwarding on your office phone and Jodie starts answering your financial advisory calls straight away.
FAQ Frequently Asked Questions
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AI Answering Service for Small Businesses
Your customers get a real answer every time they call, not a voicemail that never quite feels professional.
The next prospective client is one missed call away.
Let Jodie take your calls while you're focused on your clients.
First 7 days free, then pricing from £49/month