Virtual receptionists for accountancy, insurance & financial services firms
Our outsourced call answering solutions have no lock-in contracts, offering complete flexibility to scale your business during your busiest times. When you crunch the numbers, it’s incredible value-for-money.
Quality-monitored phone answering by professional receptionists who convey confidence & trust
24/7 financial services call answering
After-hours, weekends and bank holidays … we answer every call so you never miss a client opportunity.
New client intake assistance
We follow your scripts to qualify your leads and ensure you only spend time on relevant enquiries.
Appointment scheduling in your tools
We seamlessly schedule appointments into your existing calendar or input them into your CRM.
Flexible overflow & holiday cover
Already have an in-house receptionist? We can answer calls when they’re busy, at lunch, on holidays or off sick.
Manage tax time or other seasonal demand
Phones go crazy at tax time? With no lock-in contracts, you can use us for your periods of peak demand.
Optional freephone 0800 number
Give your accounting or financial services business a national presence by registering an 0800 number.
How our virtual reception service works
Set up within minutes
Tell us about your business, your preferred greeting and how you’d like us to interact with your callers. Then simply confirm who should receive messages or, depending on your plan, call transfers when they’re available.
Customer calls you
By forwarding your business phone to the unique number we provide, we’ll know when an incoming call is for you. You’ll have flexibility to send all calls to us or only unanswered calls.
We answer for you
Our friendly and professional receptionists will answer your business calls with your preferred greeting, 24/7 if you wish. Depending on your plan, we can take messages, transfer selected calls, answer FAQs, submit leads into your CRM, take orders, process payments, schedule your appointments and more.
We deliver your messages
After each call you’ll immediately receive a message by email, SMS or both (as chosen by you) including details such as the caller’s name, phone number and, of course, the reason for their call.
Why financial services firms
choose ReceptionHQ
Always available for your clients
In financial services, trust and responsiveness go hand in hand. Whether it is a client calling about their account, a prospective customer making an initial enquiry or a time-sensitive request that needs to reach the right person quickly, every caller expects to speak to a real person.
When your team is in a client meeting, working to a deadline or simply unavailable, ReceptionHQ ensures no call goes unanswered.
We answer calls:
- During business hours and outside of them
- When your team is in client meetings or unavailable
- On weekends and bank holidays
- Busy periods such as tax season & financial year end
No voicemail, no missed opportunities, and no client left without a response. 24/7 availability included as standard, with no after-hours surcharges.
A full front-of-house service
Our receptionists work to your custom scripting and preferred processes, giving every caller a professional and consistent experience that reflects the standard of your firm.
Depending on your plan, the level of support we provide can range from straightforward message taking through to more detailed call handling and client intake.
Depending on your plan, we can:
- Send message instantly via SMS or email
- Answer basic questions about your services and process
- Transfer calls to the right adviser or department
- Cover team holidays and staff absences
- Capture key details for easy follow-up
Every interaction is handled with the professionalism and discretion your clients expect.
Works with your tools
Our receptionists can usually work with the platform your business already uses. There is no need to change your systems or processes, we work alongside the way your team already operates.
We use your existing tools to manage:
- New client enquiry capture and CRM input
- Client consultation and meeting scheduling
- Callback and follow-up scheduling
- Messages sent to the right adviser or department
No double-handling, no missed calls, and no disruption to your existing workflows.
Why financial services firms choose ReceptionHQ
Always available for your clients
In financial services, every unanswered call is a missed opportunity to build trust. Whether your team is in a meeting or working to a deadline, ReceptionHQ ensures every caller reaches a real person.
We answer calls:
- During business hours and outside of them
- When your team is in client meetings or unavailable
- On weekends and bank holidays
- During busy periods such as tax season and financial year end
24/7 availability included as standard, with no after-hours surcharges.
A full front-of-house service
Our receptionists work to your custom scripting and processes, handling calls professionally in your firm name. Depending on your plan, support ranges from straightforward message taking through to detailed client intake and consultation scheduling.
Depending on your plan, we can:
- Send message instantly via SMS or email
- Answer basic questions about your services or product
- Transfer calls to the right adviser or department
- Cover team holidays and staff absences
- Capture key details for easy follow-up
Every call is handled professionally and in your business name.
Works with your tools
Our receptionists can usually work with the platform you already use, no need to change a thing.
We use your existing tools to manage:
- New client enquiry capture and CRM input
- Client consultation and meeting scheduling
- Callback and follow-up scheduling
- Messages sent to the right adviser or department
No double-handling, no missed leads, and no disruption to the way your agency already works.
Stay in control of your reception
Stay in control of your reception
Access Anywhere
Manage your communications wherever work happens. The portal works seamlessly on your desktop, laptop or mobile so you stay connected in the office or on the move.
- Desktop & mobile compatible
- Accessible from multiple devices
- Multi user access
- Real-time updates
No extra setup or learning curve required.
Our call answering solutions
*Plus VAT. Refer to Terms & Conditions.
Our call answering solutions
Our call answering solutions
- Fully customised greeting
- Unlimited contacts/departments
- 5 details requested
- Warm call transfers
- Advise business hours and location
- Answer common questions
- Personalised greeting
- Single contact/department
- 3 details collected
- Fully customised greeting
- Unlimited contacts/departments
- Unlimited details taken
- Advise business hours and location
- Answer common questions
- Scripted questions and responses
- Quote fees and take payments
- CRM input or submit online forms
- Fully customised greeting
- Unlimited contacts/departments
- Unlimited details taken
- Warm call transfers
- Advise business hours and location
- Answer common questions
- Scripted questions and responses
- Quote fees and take payments
- CRM input or submit online forms
- Appointment scheduling
- Diary management
*Plus VAT. Refer to Terms & Conditions.
24/7 call answering 365 days a year adds up to enormous client satisfaction
Whether you are a tax agent, accountant, bookkeeper, financial planner, capital management firm, insurance brokerage, mortgage broker, lender or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.
We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.
Bundle your answering service
Phone numbers
Add additional local phone numbers, a 0333 number or a 0800 freephone number to the free number you receive with your live call answering package.
Automated messaging
Have voicemails instantly emailed to you to ensure no important communications are ever missed.
Your tools are our tools
Our MyAssistant and MyDiary call answering services include seamless integration with the software you already use, including your preferred calendar, booking system or CRM for scheduling appointments or adding new clients.
24/7 call answering 365 days a year adds up to enormous client satisfaction
Whether you are a tax agent, accountant, bookkeeper, financial planner, capital management firm, insurance brokerage, mortgage broker, lender or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.
We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.
Complementary business solutions
Phone numbers
Add additional local phone numbers, a 0333 number or a 0800 freephone number to the free number you receive with your live call answering package.
Automated messaging
Have voicemails instantly emailed to you to ensure no important communications are ever missed.
What our customers love
What our
customers love
Trusted by more than 300 financial services businesses
FAQs
Find out more
Have questions? Please fill in your details and we’ll be in touch.
Want to try our call answering services for free?
Put the United Kingdom’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.
Want to try our call answering services for free?
Put the United Kingdom’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.
What does the free trial include?
Our free trial is based on our MyReceptionist service, with remote receptionists able to take messages and transfer calls based on your availability settings.