Plans
TakeNote
+VAT · billed monthly · or save two months on annual
Everything, all-in. No add-ons, no usage limits — you only pay for the people who need a login.
- Unlimited AI meeting notes & transcripts
- Document generation & customisable templates
- PDF form-filling (fact finds, LOAs, applications)
- DocuSign workflow — send & track e-signatures
- Tasks & follow-ups
- Priority onboarding & support
It pays for itself in about an hour a week.
TakeNote saves each adviser roughly 4–6 hours a week on file notes, form-filling and chasing documents — worth £6,000–£12,000 a year in reclaimed time. At £150 a month it pays for itself if it saves you a single hour a week.
4–6 hrs
saved per adviser, every week
£6k–£12k
value created per adviser, per year
~1 hour/week
all it takes to pay for itself
Illustrative, based on typical UK adviser and paraplanner time costs.
How we compare
Comparable adviser platforms charge £269–£349 per user/month for document generation and advice workflows — and often split notes, reports and compliance into separate paid add-ons. TakeNote includes it all in one price.
Based on publicly listed competitor pricing, reviewed July 2026. Prices may change.
Pricing questions, answered
What's included in the £150?
Everything: notes, document generation, form-filling, DocuSign workflows and tasks. No add-ons or usage limits.
Do I have to be a financial advisory firm?
No. TakeNote is used by advisers, consultants and professional firms who want AI notes and workflows.
Is there a free trial?
Yes — your first 3 meetings are free, no card required.
Who counts as a user?
Anyone you give a login to. You only buy seats for the people who actually use TakeNote — advisers, paraplanners or admins — so there's nothing to classify or manage.
Monthly or annual?
Monthly by default, with no lock-in. Annual billing saves you two months.