Building the compliance layer for client conversations
TakeNote was founded with a straightforward observation: financial advisers are spending too much of their time documenting meetings and not enough time giving advice.
Our Story
The rise of AI meeting tools promised to fix this. Transcription became fast. Summaries became automatic. But for advisers working under FCA regulation, the fundamental problem remained — generic AI tools produce generic output. They capture what was said, but they don't produce what the regulator expects to see.
The gap between a transcript and a suitability record aligned to FCA requirements is where advisers lose hours every week. It's where compliance risk accumulates. And it's where we saw an opportunity to build something better.
TakeNote exists to close that gap.
What We Do
TakeNote is an AI-powered meeting intelligence platform built exclusively for FCA-regulated financial advisory firms. We automatically record, transcribe, and summarise client meetings into structured, compliance-ready documentation — so advisers can focus on the conversation, not the paperwork that follows it.
We built TakeNote for the specific needs of UK wealth management because we believe that regulated advice deserves purpose-built technology, not generic tools with a compliance label bolted on.
Why We're Different
The AI meeting space is crowded. Dozens of tools can transcribe a conversation and produce a summary. But financial advice isn't a sales call. The documentation requirements are fundamentally different, and the consequences of getting them wrong are serious.
Compliance First, Not Compliance Later
Every feature we build starts with the regulatory requirement and works backwards to the user experience. Our summaries are structured around FCA suitability obligations from the ground up — not adapted from a template designed for a different industry.
Built for UK Regulation
Client conversations are handled under UK GDPR and the Data Protection Act 2018, covered by a full Data Processing Agreement. Recordings, transcripts, and summaries are encrypted in transit and at rest, access is tightly controlled, and we never use client data to train AI models.
Built for Advice, Not for Everything
We don't serve sales teams, recruiters, podcasters, or general business. We serve FCA-regulated advisory firms. That focus means our AI understands ISAs, SIPPs, drawdown, DFMs, capacity for loss, and attitude to risk — because that's the only language it was trained to speak.
Our Mission
To give every financial adviser the tools to document client meetings accurately, compliantly, and effortlessly — so they can spend their time where it matters most: giving good advice.
What We Believe
Advisers Should Advise
The average IFA spends 6-8 hours per week on post-meeting administration. That's time taken away from clients, away from advice, and away from the work that actually grows a practice. Technology should eliminate that burden, not shift it.
Compliance Should Be Automatic
Meeting documentation shouldn't depend on how diligent an individual adviser is on a given afternoon. When compliance is built into the workflow rather than layered on top of it, every meeting produces a consistent, audit-ready record — regardless of who conducted it.
Data Protection Is Non-Negotiable
When clients share their financial circumstances, health information, and family details in a recorded meeting, that data deserves the highest standard of protection. For UK-regulated firms, that means encryption, strict access control, and a contractual guarantee we never train models on it.
AI Should Augment, Not Replace
We don't believe AI should make decisions about client suitability. We believe it should capture conversations with precision, structure them intelligently, and present them to a qualified human for review and approval. The adviser is always in control.
Who We Serve
TakeNote is designed for FCA-regulated financial advisory firms across the United Kingdom — from individual advisers and boutique practices to multi-adviser firms and national advisory networks.
Financial Advisers
Who want to reclaim hours of post-meeting admin time, produce higher-quality documentation, and focus on the client relationship rather than the paperwork.
Compliance Officers
Who need firm-wide visibility over meeting documentation, consistent FCA-structured output across all advisers, and audit-ready records that can be exported in minutes rather than collated over weeks.
Our Approach to Security
We operate in a sector where trust is everything. Our clients are entrusted with their customers' financial futures, and we are entrusted with the conversations that shape those futures.
Security Features
- AES-256 encryption at rest
- TLS 1.3 encryption in transit
- Role-based access controls
- Microsoft Entra ID single sign-on, so MFA and conditional access follow your firm's own tenant policy
- Tamper-resistant append-only audit log of administrative events
Certifications
- Cyber Essentials Certified
- ISO 27001 Certification (in progress)
Registered Details
Company Name
ClientScan Limited
Address
7 Bell Yard
London WC2A 2JR
Registration
Registered in England and Wales
Company: 14828718
ICO: ZB622400
Get in Touch
Whether you're ready for a demo, exploring options for your firm, or simply want to learn more about how TakeNote works, we'd welcome the conversation.