A financial adviser's day is built around client meetings — 1–2 hour reviews, back to back. Between meetings, the phone is the only window, and it's narrow. A new prospect calling about pension consolidation or inheritance planning has already decided they want advice; if no one answers, they call the next name on Google. ForgeMason answers every call, captures the enquiry type and details, and books the initial appointment — so no new client relationship is lost to a meeting overrun.
AI answers every call regardless of what you're doing. New enquiries never go to voicemail while you're with a client.
Pension, investment, protection, later life, inheritance, remortgage — enquiry type established so you have context before the callback.
Contact details, approximate situation (if volunteered), urgency, preferred callback time — structured and sent to your inbox immediately.
Initial meeting booked directly into your diary. Prospect gets a confirmed time — not a promise of a callback that may not come.
Existing clients receive automated annual review reminders. Reviews stay on schedule without your PA chasing each one manually.
Enquiry type, contact details and urgency captured on every call. You have full context before making the callback — no blind calls.
Initial meetings and annual reviews booked directly into your diary. Prospects confirm a time, not a vague callback promise.
Existing clients receive automated review reminders at the right interval. Review relationships stay active without manual chasing.
Time-sensitive calls — impending tax year end, redundancy, bereavement — flagged for priority callback so you respond when it matters.
No financial advice given by the AI. No regulated activity undertaken. Designed to capture and route — not to advise or recommend.
Post-meeting review requests sent to satisfied clients. Builds your Google profile and strengthens referral credibility.
Price-Beat Promise. Found a like-for-like service cheaper in Somerset or Dorset? We'll beat it.
Free 20-minute call. We'll show you how ForgeMason captures new client enquiries and books appointments while you're with your existing ones.