Virtual receptionists for accountancy, insurance & financial services firms

Yes. Depending on your plan, we can follow your instructions to gather key details from prospective clients – such as the type of advice they’re looking for, their timeframe and their contact information – so your team receives warm, pre-qualified leads rather than cold call logs. This works particularly well for accountancy practices, financial planning firms and mortgage brokers looking to make the most of every inbound enquiry.

Our receptionists follow your instructions, so they only collect the information you’ve told us to capture. They won’t offer financial advice or discuss account details. Depending on your needs and your ReceptionHQ plan, their role is to take messages, qualify enquiries, route calls according to your preferences or schedule appointments if your prefer. Every interaction is handled with the professionalism and discretion your clients expect from a financial services firm.

Absolutely. Many financial services firms use us specifically to handle overflow calls when their team is busy with clients, in meetings or away from the office. You can set us up to answer only when your lines are engaged or unanswered, so your in-house team remains the first point of contact and we step in when needed. There’s no requirement to divert all your calls to us. Understand your call forwarding options.

ReceptionHQ is based in Basingstoke, Hampshire, and is a subsidiary of OfficeHQ, a global virtual reception company headquartered in Australia.

Yes. That’s one of the most common reasons financial services firms come to us. Because there’s no lock-in contract, you can scale your use of ReceptionHQ up during busy periods (such as tax year end or Self Assessment season) and back down when demand eases. Even if you already have an in-house receptionist and only need overflow call answering for the calls they can’t answer, it’s a cost-effective way to manage unpredictable call volumes without hiring additional staff.

Yes.  We have receptionists available around-the-clock and 24/7 coverage is included as standard on any ReceptionHQ live call answering plan subscription, without any after-hours surcharges.

Whether your calls come in during UK business hours (9:00am to 5:30pm Monday to Friday) or out-of-hours, there is no extra cost.

If you opt out of after-hours call answering, our receptionists will answer your calls only between 9:00am and 5:30pm on weekdays; outside of these standard business hours, including weekends and bank holidays, calls will then go to voicemail and your voicemail message recordings will be emailed to you free of charge.

ReceptionHQ offers a month-to-month agreement, which can be cancelled by giving us at least three days’ notice prior to your monthly renewal date.

Yes, your tools are our tools. Our receptionists can take messages and book appointments in the business software you already use, including calendars and appointment scheduling tools, practice management software, customer support platforms, collaboration tools and CRMs or webforms for lead submission.  Please see the list of tools we currently support.