VoIP & Phone Systems for Finance & Banking in Wells

Secure, compliant phone systems for FCA-regulated financial services.

Finance Expertise

We understand the specific telephony requirements and communication workflows of finance businesses — ensuring every handset, call flow and integration is tailored to how your team works.

Tailored VoIP Packages

Bespoke VoIP and phone system packages designed specifically for the finance sector, aligned with your team size, call volumes and integration needs.

London Based

Centrally located in the City of London, providing hands-on VoIP deployment, network configuration and face-to-face support for finance firms.

0+
CRM Integrations
0.99%
Platform Uptime
0/7
Inclusive Support
0%
Average Cost Saving

Our VoIP solutions

Three routes to modern business telephony. We recommend the right one based on how your team actually works — not what generates the biggest commission.

Cloud Hosted

Hosted VoIP

Full cloud phone system

A complete business phone system hosted in the cloud — no PBX hardware on your premises. Calls route through secure data centres with automatic failover, giving you enterprise-grade reliability with zero maintenance. Scales from 2 users to 2,000.

  • Auto-attendant, hunt groups & call queues
  • Voicemail to email, call recording & analytics
  • 200+ CRM integrations (Salesforce, HubSpot, etc.)
  • Softphone app for mobile & desktop
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Keep Your PBX

SIP Trunking

IP connectivity for existing PBX

Already have a PBX you're happy with? SIP trunking connects it to the internet instead of traditional ISDN lines — slashing your call costs while adding disaster recovery and flexible call routing. Keep your existing investment, modernise the connection.

  • Lower call costs than ISDN
  • Built-in disaster recovery & call rerouting
  • Keep your existing PBX hardware
  • ISDN switch-off ready (2025 deadline)
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Financial services firms face strict FCA requirements for call recording, communication monitoring, and operational resilience. Your phone system must support regulatory compliance while delivering the professional call quality your clients expect.

Cloudswitched provides FCA-compliant VoIP solutions for UK financial services firms. Our systems deliver mandatory call recording, secure communications, and the operational resilience the FCA demands, alongside professional features that enhance client relationships.

Finance in Wells

As a city with strengths in tourism, agriculture, hospitality, Wells offers finance businesses a practical operating environment. Wells is England's smallest city, nestled at the foot of the Mendip Hills in Somerset with an economy anchored by tourism, agriculture, and local services. The commercial diversity here encourages finance firms seeking reliable IT infrastructure and local business networks.

Why Finance Businesses Choose Wells

Finance businesses choose Wells for its excellent connectivity and quality environment. 2 hours 30 minutes by train from London Paddington to Castle Cary, then 30 minutes by bus, making it accessible for finance firms trading nationally. The proximity to Wells Cathedral, Bishop's Palace, Vicar's Close enhances the professional setting.

Local Economy

Wells's economic activity spans tourism, agriculture, hospitality and more. The finance sector here continues to grow, supported by the city's active business community. Technology adoption across local businesses creates ongoing demand for finance IT services.

Delivered in partnership with Fidelity Group

We've partnered with Fidelity Group — an award-winning UK hosted telephony provider — to deliver enterprise-grade VoIP solutions to businesses of all sizes. Their Horizon platform and our IT expertise means you get a phone system that's properly configured, integrated and supported.

Fraud Protection
Lifetime Warranty
24/7/365 Support

Our VoIP for Finance

FCA Call Recording

Automatic call recording with secure, tamper-evident storage meeting FCA MiFID II and COBS requirements for financial advice and transaction records.

Compliance Monitoring

Supervisory tools enabling compliance teams to monitor, review, and audit recorded calls for regulatory purposes.

Complete Communication Solution

From hosted VoIP and Microsoft Teams Voice to SIP trunking and CRM integration, we cover every aspect of business telephony — ensuring your finance business communicates efficiently across every channel.

Ready to upgrade your finance phone system?

Finance businesses turn to us when

Their current IT provider does not understand FCA regulatory requirements or the urgency of trading floor issues
They have experienced downtime on Bloomberg or trading platforms and their provider was too slow to respond
They need to demonstrate robust IT controls and audit trails for FCA compliance reviews
Their cyber security posture is not sufficient for the level of threat targeting financial services
They are expanding their London office and need infrastructure that supports low-latency trading and secure client data handling
They need PCI DSS compliance for payment processing and their current setup has gaps
Their disaster recovery plan has never been properly tested and they worry about regulatory scrutiny
They are migrating from legacy on-premises systems to cloud but cannot afford disruption to client-facing operations
They need a technology partner who can speak confidently to regulators and auditors about their IT environment

How it works

From first conversation to live phone system, we manage the entire process so the switch is seamless for your team.

1

Discovery & Recommendation

We assess your current phone setup, call volumes, team structure and remote working requirements. We check your broadband is suitable for VoIP and recommend the right system — hosted VoIP, Teams Voice or SIP trunking.

2

Configuration & Number Porting

We configure your entire phone system — call flows, auto-attendant menus, hunt groups, voicemail, user permissions and CRM integrations. We port your existing numbers so customers call the same number as before.

3

Handset Setup & Training

We pre-configure IP handsets, install softphone apps on laptops and mobiles, and provide hands-on training for your team. Everyone knows how to use the new system before we switch it on.

4

Go-Live & Ongoing Support

We manage the cutover to minimise disruption, monitor the system post-launch and provide ongoing technical support. Need a new user added, a call flow changed or a handset replaced? One call to us.

Why choose Cloudswitched for finance VoIP?

FCA MiFID II compliant call recording with secure, auditable storage

Trusted by FCA-regulated firms including wealth managers, IFAs, and brokerages

Compliance team access for call monitoring and supervisory review

Redundant infrastructure meeting FCA operational resilience requirements

UK-based support with financial services expertise and priority SLAs

VoIP phone system for Finance

What's included with our VoIP service

01

System Design & Call Flow Planning

We map out exactly how calls should flow through your business -- who answers first, what happens if they're busy, where out-of-hours calls go. A bespoke call flow designed around your business hours, departments, team structure and customer experience requirements, documented for your approval.

02

Number Porting & Provisioning

We port your existing phone numbers so customers, website and marketing materials don't need to change. We manage the entire porting process with carriers, coordinate the switchover and ensure no gap in service. New geographic, non-geographic or international numbers provisioned and routed as needed.

03

Handset & Softphone Configuration

Pre-configured IP handsets deployed to your office -- plug in and they work. Softphone apps installed on laptops and mobiles for remote and hybrid workers. We set up headsets, speed dials and BLF keys so receptionists can see who's on a call, ensuring every user's setup matches their role.

04

CRM & Business Application Integration

Incoming calls automatically display the caller's record on screen, calls are logged against contacts and your team has full context before they pick up. Works with Salesforce, HubSpot, Zoho, Microsoft Dynamics and over 200 other platforms -- giving your team a connected workflow.

05

Network & QoS Configuration

We configure Quality of Service settings on your router and switches to prioritise voice traffic, ensuring crystal clear calls even under load. Firewall configuration for SIP traffic, VLANs to separate voice and data networks, and call quality testing under load before go-live.

06

Training & Ongoing Support

Hands-on training for your team -- handsets, call transfers, voicemail, softphone app and admin portal. After go-live, we provide ongoing support for adding users, changing call flows, replacing handsets, troubleshooting quality issues and managing your account. One point of contact for everything.

Why Cloudswitched for VoIP?

IT company first, telecoms provider second. That's why your phone system actually integrates with everything else.

IT company, not a telecoms reseller

We configure QoS, firewalls, VLANs and network settings properly — not just plug in phones and hope for the best. Your voice quality is our responsibility.

One point of contact

Phone system, internet connection and IT support — all managed by one team. No finger-pointing between providers when something goes wrong.

CRM integration done right

We don't just tick a box — we properly integrate your phone system with your CRM so screen pops, call logging and click-to-dial actually work reliably.

Right system, not the most expensive

If Microsoft Teams Voice is all you need, we won't upsell you a full hosted PBX. We recommend based on what fits your business, not our margin.

Network-first approach

We assess your broadband, configure QoS and test call quality before go-live. If your connection isn't good enough for VoIP, we'll fix that first — we do connectivity too.

Fraud protection included

VoIP fraud is real — hackers can run up thousands in international call charges overnight. Our systems include fraud detection and call barring to protect your business.

Seamless number porting

We manage the entire porting process — coordinating with carriers, scheduling the switchover and ensuring zero downtime. Your customers won't notice a thing.

Hybrid & remote ready

Softphone apps on every device mean your team can make and receive calls from their business number whether they're in the office, at home or on the road.

Scales instantly

Adding a new user takes minutes, not weeks. No engineer visits, no hardware orders, no waiting. Your phone system grows as fast as your business does.

Technology Infrastructure for Finance in Wells

Wells offers finance businesses solid digital infrastructure foundations. Fibre connectivity across the city supports the digitally driven requirements of finance operations. Finance firms here benefit from established connectivity options and growing bandwidth availability.

About Wells

Wells is England's smallest city, nestled at the foot of the Mendip Hills in Somerset with an economy anchored by tourism, agriculture, and local services. The city's perfectly preserved medieval centre, dominated by the magnificent cathedral and Bishop's Palace, draws visitors from around the world. Despite its small scale, Wells supports a vibrant independent business community with artisan food producers, boutique retailers, and professional services firms serving the surrounding rural economy.

Key industries: tourism, agriculture, hospitality, independent retail, food production, professional services

Getting here: 2 hours 30 minutes by train from London Paddington to Castle Cary, then 30 minutes by bus

City

Wells

Near Wells Cathedral, Bishop's Palace, Vicar's Close

Compliance We Support
FCA SYSCPCI DSSGDPRMiFID IISwift CSPCyber EssentialsISO 27001
Industry

Cloud Telephony for Finance

cloud telephony for Finance

Cloud telephony solutions designed for the finance industry. Enable flexible working, integrate with your existing software, and never miss an important call again.

Location

Hosted PBX in Wells

hosted PBX Wells

Hosted PBX solutions for Wells organisations that want a professional phone system without on-site hardware. Fully managed, scalable, and packed with advanced call-handling features.

Frequently Asked Questions

Got questions about VoIP and phone systems for finance businesses? We've answered the most common ones below.

Do you understand FCA IT requirements for regulated firms?

Yes. We support multiple FCA-regulated firms across London and understand the systems and controls requirements under SYSC, including access management, change control, data governance, and incident reporting. We help you maintain the documentation and audit trails that regulators expect during supervisory visits.

Can you support Bloomberg terminals and trading platforms?

Absolutely. We manage the network infrastructure, connectivity, and desktop environments that Bloomberg, Reuters Eikon, and proprietary trading platforms depend on. Our priority response SLAs during market hours ensure trading operations are never left waiting for technical support.

How do you handle disaster recovery for financial firms?

We design and implement business continuity and disaster recovery solutions that meet regulatory expectations, including failover infrastructure, replicated data, and documented recovery procedures. Critically, we conduct regular DR tests and produce the evidence your compliance team needs for regulatory reporting.

Can you help us pass compliance audits and due diligence reviews?

We provide comprehensive documentation of your IT environment, security controls, and operational procedures. We prepare audit packs, attend review meetings alongside your compliance team, and remediate any findings promptly. Our clients consistently pass FCA supervisory reviews and client due diligence assessments.

Technology Stack

Powered by industry-leading technologies including SolarWinds, Cloudflare, BitDefender, AWS, Microsoft Azure, and Cisco Meraki to deliver secure, scalable, and reliable IT solutions.

SolarWinds
Cloudflare
BitDefender
AWS
Hono
Opus
Office 365
Microsoft
Cisco Meraki
Microsoft Azure

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