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Telephone answering service for IFAs and Mortgage Brokers


Meetings, networking, cost comparisons, preparing quotes and undertaking research are just some of the items found on the to do list of an Independent Financial Advisor or mortgage broker, but when you’re busy looking after other people’s best interests, who is looking after yours?  

If, as an independent financial adviser or mortgage broker, you are struggling to juggle both your incoming calls and preparing quotations for your clients, then spend a couple of minutes reading our telephone answering service case study for the finance sector.

When I have asked my clients about their experience when calls have been handled by Face for Business, they say the service is professional and a delight.


When you’re busy number crunching and are hard at work preparing accounts, it’s sometimes easier to let your phone calls go to voicemail but this can lead to frustrated clients and lost business opportunities which can tarnish the reputation you are working hard to build.  Our telephone answering service prices start from £45.00 per month. This will give you your own virtual receptionist, who will ensure you don’t miss a single call ever again!  Our PAs quickly get to grips with who you are, how you work and the kind of calls we can expect to take on your behalf.

Dedicated phone answering PAs for the finance sector

At Face for Business we have a team of experienced, professional call answering PAs who are dedicated to working with companies in the financial sector. Accountants, IFA's, Mortgage Brokers and Wealth Managers come to us because they know we understand their industry and that their callers will be treated with the utmost respect and care.


Face for Business went through how the service works, who answers the phone on my behalf, recording of messages, the portal and the emailed messages. Everything they have said has been accurate and has lived up to my high expectations. - Rhodes Brook Financial Management

Calls are taken, and recorded so you can listen back at any time (read why this can help here), and your PA will email or text you your messages so you can make contact with the caller at a time that works for you, and them.

Face for Business gives me the freedom to concentrate on working on the day to day demands of my practice without worrying about missing important calls from my clients or potential clients. Each time I get a call I am immediately informed by my dedicated PA. My PA answers all my calls as though she is with me in my office and is part of my team. She is always available to speak to and is always happy to help. I look forward to continuing our relationship with Face for Business. - MJH Accountancy

As well as answering your phone, your PA can also help to add and remove meetings to your diary, to ensure that your business runs smoothly so you don’t feel overwhelmed and pulled in too many directions.

I would just like to say that the way Face for Business has been handling my calls has been exemplary to the point of my customers asking me who that lovely lady is, that is my receptionist, as she was so helpful! All I can say is a big thank you to everyone at Face for Business, keep up the great work.  - Mayfair Consultancy Services 

If you think having your own PA could make business and financial sense for you in 2018, why not give us a call on 03333231007 and let’s make an interesting idea, an exciting reality.


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