What is TakeNote?
Compliance-ready meeting notes for FCA-regulated advisers.
Who is TakeNote best for?
TakeNote is best for UK advice firms under the FCA that want client meetings turned into audit-ready client files.
FCA-regulated financial advisers
Each client meeting becomes a speaker-labelled transcript and a suitability note laid out for FCA record-keeping, with vulnerable customer flags and the follow-ups you agreed.
Paraplanners chasing client paperwork
Upload pension statements, policy schedules or fact-finds and it pulls out the key values and raises follow-up tasks on the client record.
Firms tired of re-keying provider forms
Provider application forms are filled in from the client record, sent for e-signature and filed back against the client once signed.
Compliance officers
Advisers work in teams with scoped client access, single sign-on and a firm-wide activity log, and meeting data is never used to train AI models.
How much does TakeNote cost?
TakeNote costs £150 per user per month plus VAT with every feature included, and your first 3 meetings are free with no card needed.
- Unlimited AI meeting notes and transcripts
- Document generation, PDF form-filling and DocuSign e-signature workflows
- Tasks, follow-ups and priority onboarding
The first 3 meetings are free and need no card. Paying yearly saves two months' fees. Enterprise / Networks, for larger firms and networks, is priced on request and adds volume pricing, SSO and admin controls, custom integrations, SLAs and a dedicated account manager. There are no add-ons or usage limits, you pay only for people who need a login, you can cancel any time, and there is a 30-day money-back guarantee. Prices are in pounds sterling before VAT; the page lists no US dollar price. Full pricing on takenote.ai. We checked these prices on .
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Questions about TakeNote
What is TakeNote?
Compliance-ready meeting notes for FCA-regulated advisers.
Who is TakeNote for?
TakeNote is best for UK advice firms under the FCA that want client meetings turned into audit-ready client files.
Is TakeNote free?
No, TakeNote is a paid tool, but your first 3 meetings are free and need no card. After that it costs £150 per user per month plus VAT, and the TakeNote Recorder iPhone app comes free with every account.
How much does TakeNote cost?
TakeNote's paid plans are TakeNote at £150 per user per month, plus VAT.
Where can I try TakeNote?
On its official website, takenote.ai.
Does TakeNote use client meetings to train AI?
No. TakeNote says client meeting data is encrypted, kept separate for each firm and never used to train AI models. A full UK GDPR data processing agreement comes as standard, and the company holds Cyber Essentials certification.
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