A person calling a financial adviser is often at a significant life moment - an inheritance, an approaching retirement, a redundancy payment, a business sale. These are not casual enquiries. They carry emotional weight and time pressure. The adviser who responds promptly and professionally to that first contact creates a relationship that often leads to substantial long-term client value. The adviser whose phone goes to voicemail at that moment loses the opportunity entirely.
Financial advisers spend their days in client meetings, review sessions and compliance work. These activities demand full attention and make the phone inaccessible for hours at a time. New enquiries that arrive during client meetings - often the most valuable potential instructions - go unanswered and are rarely pursued after leaving a voicemail with no response.
The Bizwings AI Receptionist answers every call in your business name, captures the caller's details, the nature of their financial situation and their preferred contact time, and sends a complete summary immediately. You call back a warm, motivated enquiry with full context.
£5,000+
typical lifetime value of a new financial advice client relationship
Life moments
enquiries arrive at retirement, inheritance and redundancy - timing is everything
62%
of calls to small advice businesses go unanswered during working hours
from £49 p/m
Bizwings AI Receptionist - 24/7 professional call handling for financial advisers
How Bizwings Works for Financial Advice Businesses
The Bizwings Smart Assistant is configured for your business - your name, your areas of advice (retirement planning, investment, protection, inheritance tax), your client profile. It answers every missed call professionally, captures the enquiry with sensitivity and care, and delivers the summary for your prompt follow-up.
Hear the Bizwings AI Receptionist Handle a Financial Enquiry
Listen to how it represents your business - from £49 p/m.
Hear It In Action →