The best AI receptionist
for financial advisors.

It's a Monday morning. A man in his fifties has just become an executor for his late father's estate. There's a property, a SIPP, two ISAs, and some shares his father bought in the eighties. He has no idea where to start. He searches for a financial advisor in his town and starts ringing.

Your phone is on Do Not Disturb. You're with another client, mid-portfolio review. The phone rings out. By the time you check it that evening, he's already had a fifteen-minute chat with another advisor across town who picked up. Six months later, that advisor is managing £400,000 of inheritance. And earning £4,000-£8,000 a year in trail commission for the next decade plus.

Foan picks up in the kind of voice your clients expect from a chartered financial planner. Asks what kind of matter, what timeline, when works. Doesn't try to advise. Books the discovery meeting and sends your fact-find form by email before he hangs up. You walk out of your meeting to one notification.

The lifetime value of a single inheritance, retirement, or business-sale client tends to run £30k-£100k+. Foan at £999 a month is rounding error. Most advisors we speak to are losing two or three of these enquiries a quarter to phone tag.

This is exactly the cost basis for the Established tier. One client a year is unambiguously worth it.