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Telephone answering for financial advisors

If you struggle to juggle incoming calls and client meetings, you should try the financial advisors call answering service from Best Reception. Never miss an important call again.

Lady with headset providing call handling services

Why do financial advisors need a phone answering service?

Whether you are an independent financial advisor or a part of a larger organisation, you may find it difficult answering calls and managing your workload. At Best Reception, we have many clients within this industry, so we have a deep understanding on how to achieve the best service possible for your call.

Being a self employed financial advisor, we understand that that being perceived as a larger firm can be invaluable to your company. At Best Reception, we can maintain that image for you by providing a corporate yet friendly service to current and prospective clients.  Additionally, we can use our diary management services to advise clients of your availability and if preferred, we can book calls for them.

One other feature that a financial advisor may find beneficial is our message taking service. If you are an independent financial advisor, we understand the difficulty of answering every call whilst managing your current workload. For this reason, you can utilise a ‘VIP list’ so we can transfer the more important calls to you directly, ensuring that your calls are being managed efficiently.

Telephone answering equipment
Virtual receptionist answering calls for businesses
Telephone answering equipment

Why choose our financial advisor answering service?

If you are deciding which financial advisor answering service to use, there are many reasons for choosing Best Reception. Discover how you could benefit from our personal, professional service.

Get on with your day-to-day business safe in the knowledge that our reception team are answering your calls.

Allow your staff to focus on more important tasks knowing a phone answering service is taking care of incoming calls.

Here at Best Reception we don’t use overseas call centres. Our UK based team mean you can have confidence in the reliability and quality of our phone answering service.

When you have an important client meeting, let us handle all your incoming enquiries and appointment bookings. Every caller will enjoy first-class customer service from our professional receptionists.

Answering in your company name, our receptionists will either transfer the call directly to you, or will take a message and send it to you immediately.

We have designed our answering service to be scalable and flexible. Whether you are small or large, we can adapt and grow with your business.

Request a call back

We will use your existing tools or suggest industry alternatives for financial advisors

Our call handling packages

Telephone Answering Service

Our phone answering service is ideal for small businesses that need a team of friendly receptionists working remotely to manage all their customer enquiries, call transfers, and message taking.

Virtual Receptionist and Appointment Booking

Our virtual receptionist package builds upon the features of our phone answering service and is tailored for businesses that need a virtual receptionist to not only handle incoming calls but also manage their diary and book appointments.

This service gives you time to focus on the most important, and profitable, aspects of your business.

Switchboard / Virtual Call Centre

For companies with larger teams and a high volume of calls, this service is well-suited. Our UK-based receptionists will handle your switchboard, answering every call in a courteous and professional manner.

Why choose Best Reception?

Our mission is to end the frustration some business owners feel when dealing with telephone calls. Using our team of UK-based call answering professionals, we will allow you to concentrate on your day job.

As one of the UK’s leading phone answering services, we are the people you can trust to represent your business. In fact, we believe there are many more reasons why you should choose us.

Firstly, we understand that every company is different, which is why we create a personal solution to deliver results. Whether you are a sole trader or a global empire, we believe our friendly, personal approach can improve your business communication.

Our relationship with every client is based on trust. From the first to the final call of the day, our customers need to believe that we will provide a professional and reliable service.

So what makes us special?

✅ Personal service is at the heart of everything we do
✅ We are proud to represent your business
✅ Training and development is part of our ethos
✅ We want your business to succeed

Based in Ware, Hertfordshire, we carefully select every member of our call answering team who all complete an in-depth internal training and development programme. We put our people first, as we recognise that happy employees make great employees.
We are also keen to support our local community by getting involved in events and fundraising campaigns.

Find out more:

Read our reviews on TrustPilot

Read our latest blogs

Don’t forget, we offer a FREE two-week trial, so you can see how we can transform your business.

How to get started

Your journey starts with our friendly customer service team. This is when you can experience our service first hand, and describe your requirements so Best Reception can create the ideal solution for you.

We will collect all the information we need to arrange your FREE trial. Our experts will create your call handling instructions and brief members of your team – then we can start taking your calls!

Experience how Best Reception works from the first call. With your feedback, we will fine tune our service to deliver even better results for your business. At the end of the trial period, we will compile a detailed report with our recommendations.

At the end of the trial, most of our clients decide to continue to use our service. Our receptionists will continue to support your business, while keeping you informed of progress. You can relax, knowing that your calls are being answered by the professionals.

Combine with a professional number

Many UK financial advisors find value in combining our phone answering service with our virtual numbers. These cloud-based phone numbers offer an ideal solution for businesses seeking a professional contact number to promote on their website and advertising.
By utilising our financial advisor answering service, Best Reception clients can enjoy FREE unlimited monthly usage of virtual numbers for a one-time fee. We offer various options, including local, national and freephone numbers, ensuring callers are seamlessly redirected to your landline number.
With a local phone number, your financial advisor business can establish a presence in different regions without the hassle of relocating. Best Reception provides virtual local numbers across the UK. National and freephone numbers can enhance the image of a small business, projecting a larger, national image. Regardless of your choice, our virtual numbers are competitively priced, and you can even retain your number if you decide to discontinue our services.

What our clients say

Best Reception
4.9
Based on 33 reviews
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JoshieJoshie
16:44 17 May 24
I have had a superb experience with Best Reception. They book my patients in for me and rearrange appointments as necessary meaning I have much more free time to perform treatments and work on my business!
A DA D
14:39 03 Oct 23
I've been using Best Reception for a few months and so far their service has been excellent and far superior to the previous company that I used.
Richard ShirbonRichard Shirbon
14:13 27 May 22
I've used Best Reception for around 1 year now. I've found the service superb. My customers comment on how cheerful and professional the call handling is. They are always looking to help and do their job better. How proficient Best Reception is at their job has even helped me from time to time with the extra details noted on conversations by the call handlers. Excellent service and well worth it's money.
InTune ClinicInTune Clinic
13:04 08 Mar 22
Best reception have been a godsend to our small clinic in Gateshead.We were recommended them by our business coach as we were having difficulty in booking patients in and guiding them to our premises.Completely changed the game having them step in. Our stress levels dropped massively!Definitely use them!
Jennifer RimmerJennifer Rimmer
14:34 23 Feb 22
I used Best Reception for 2 years during a particularly busy period when my location-based Reception was unable to use Cliniko as I moved away from a paper-based diary. Knowing someone would answer the telephone quickly, reliably and make bookings on my diary accurately while I was busy with patients was reassuring and took a load of stress off me. Any issues that arose were minor, quickly resolved with the team managers, communication was great. Overall I wouldn't hesitate to use them again - great service & good value for money.
Angela StevensonAngela Stevenson
15:05 09 Dec 21
Efficient and friendly service. 😊 Edit - 2021 a year later -Best reception continually give an excellent service and have been so supportive during this very difficult year. Also more recently I have had 2 patients in the last week comment what a pleasant receptionist I have - and how friendly helpful and clear she is. Well done best reception staff!
Foot Factor has been working with Best Reception for many years - they are an amazing team, very professional and always ready (and able!) to adapt to regular changes we make in our diary. Our clients appreciate an easy booking service, they're surprised not to find the receptionist at the clinic when they come for their appointment. We appreciate a small, friendly, dedicated team who really know Foot Factor well. Thank you!
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Read our 5-star reviews on Truspilot

Let us answer your calls for FREE

Discover how the Best Reception team can support your business, saving you time and money. We offer a FREE 14-day trial, sign up today!

Frequently Asked Questions

If you are still wondering about the benefits of our services, or have a burning question, hopefully you will find the answer below.

Being a busy financial advisor means you need to spend time away from your desk, meeting new contacts and managing existing clients. Best Reception has designed a specialist financial advisors call answering service so you can keep on top of incoming calls.
Small firms of financial advisors must focus on reaching out to new people and staying on top of industry developments. However, not every business has the resources to hire in-house admin support.
Best Reception provides a team of trained receptionists who can reduce your workload, while improving customer experience.
From booking appointments to message taking, a virtual receptionist for financial advisors can deal with a wide range of duties. When your calls are answered promptly and professionally, your customers will trust your company.
Our phone answering service for financial advisors works hand in hand with your operation, ensuring service continues during holidays, sickness and busy periods.
With Best Reception in your corner, your firm can concentrate on helping clients with their financial affairs.
Finally, our answering service for financial advisors is designed to be flexible so it can be customised to meet your current requirements. If you need extra help booking appointments and taking messages, book your FREE trial with the call-handling experts.

Almost all phone systems can be set to divert in just a few moments. We provide you with a dedicated phone number which you divert your calls to when you are in a meeting, on the other line or simply unavailable. When your caller telephones your business, the call is seamlessly diverted to your Best Reception Virtual PA who will instantly know that the call is for your company.  The receptionist will then answer in your company’s name and deal with the call as per your instructions.

When you join Best Reception we will go through all the information with you that we need to fully understand your business. All our staff will then be trained on your company before they answer any calls for you.

However you would like us to, normally along the line of “Good Morning/Afternoon, “Your Company Name”, how can I help you”…. but it is up to you.

Absolutely! We actively encourage our potential customers to try our service for FREE for 2 weeks without any obligation.

Our call answering team are UK based and work from our offices in Ware, Hertfordshire.

Let us answer your calls for FREE​

Discover how the Best Reception team can support your business, saving you time and money. We offer a FREE 14-day trial, sign up today!

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