Phone Systems for Financial Advisers built for your business.
Phone systems for financial advisers — answer the lead, stay compliant. From £5/user/month, with broadband, an AI receptionist, WiFi and CCTV from one UK provider that installs and supports it for you.
From £5 per user, per month.
No PBX hardware to buy and no big upfront cost — cloud phone systems that scale with your team. And because it’s all cloud-delivered, we can have you set up and live within 60 minutes.
The phone problem for financial advisers.
Speed to lead
The adviser who answers first usually wins the client.
Compliance
Calls often need recording for compliance.
Confidentiality
Client calls must be handled discreetly.
Out-of-hours leads
Enquiries arrive evenings and weekends.
How Telexico solves it.
A financial advice firm can answer leads first with calls following advisers, record for compliance, and use an AI receptionist to capture out-of-hours enquiries — so no client is lost.
Telexico can also add an AI receptionist to answer, book and triage 24/7, plus broadband, WiFi and CCTV — one provider, one bill, supported locally.
Everything financial advisers need, from one provider.
Phone systems
VoIP, cloud PBX and Teams calling. See business phone systems.
Broadband & connectivity
Broadband and leased lines to carry your calls and data.
AI receptionist
An AI receptionist answers, books and triages 24/7.
Business WiFi
Secure staff and guest WiFi.
CCTV & security
HD CCTV managed alongside your comms.
One provider
Phones, internet, AI, WiFi and CCTV on one bill. Get a quote →
What it costs.
| Setup | Good for | From (ex VAT) |
|---|---|---|
| Basic VoIP | essential business calling, app-based | from £5/user/mo |
| Standard VoIP | full features, all-in | from £15/user/mo |
| VoIP + desk phones | offices & reception | from £18/user/mo |
| VoIP + AI receptionist | never miss a call, 24/7 | from £15/user + AI from £150/mo |
Starting prices, ex VAT, no mid-contract rises. Exact price depends on users and setup. Get a firm quote in 60 seconds →
The services behind the comparison.
Everything we'd put in front of you instead — designed, installed and supported by a UK team.
Phone systems
Connectivity
AI & more
Compare it properly, with no hard sell.
Send us your current setup and bill. We'll review what you have, what you pay, and where we can simplify or improve it — and tell you honestly if you're better off where you are.
Frequently asked questions
How can a phone system help financial advisers?
A financial advice firm can answer leads first with calls following advisers, record for compliance, and use an AI receptionist to capture out-of-hours enquiries — so no client is lost.
Can an AI receptionist work for financial advisers?
Yes — it answers, books and triages calls 24/7 so you never miss a customer, even when your team can't get to the phone.
How much is a phone system for financial advisers?
From around £5/user/month for the basic package, £15 all-in for full features, with an AI receptionist from £150/month. No mid-contract rises.
Do you cover more than phones for financial advisers?
Yes — phones, broadband, AI receptionist, WiFi and CCTV on one bill, one local support team.
Where to next?
Phone systems for financial advisers in your area.
Local install and support across the West Midlands and major UK cities.
Part of Telexico's Property & Finance phone systems — see every property & finance sector we cover.