Embedded Regulated Advice

Financial advice for your customers, when and where they need it.

Whistle embeds regulated on-demand financial advice inside your platform, helping customers get more from your products, improving outcomes and increasing retention.

FCA regulatedDesigned for retentionSupports consumer duty
Built for
BanksPension providersInvestment platformsFintechs
A win-win

Better for your business.
Better for your customers.

Whistle creates value on both sides: helping financial services firms improve retention and meet Consumer Duty requirements, while giving your customers accessible, regulated advice inside the platforms they already trust.

The Advice Layer

Your app. Your products and services. Our advice.

Whistle works with your existing products and services, adding a fully regulated advice layer that covers suitability, recommendations, implementation and an allocated human adviser.

Whistle Advice Layer Phones
See how it works
Integrate your way

Launch in weeks.
Expand over time.

No new FCA permissions. No upfront costs.

Start here

Hosted co-branded journey

Launch quickly with a branded advice journey. No code required.

Advice widget

Add regulated advice into key customer journeys with low-code integration.

Custom API

Build native advice experiences powered by Whistle.

The moments we're built for

Advice in the moment,for life's key moments.

When customers reach a key financial decision, Whistle gives regulated advice inside your platform.

Investing for the future

Savings, ISAs, GIAs and pensions, based on goals, risk appetite and timeframe.

Changing jobs

Workplace pensions, contributions, benefits and where to save or invest next.

Consolidating pensions

Understanding whether to bring old pensions together.

Moving into retirement

Deciding on tax-free cash, drawdown, annuities and sustainable income.

The moments we're built for

Where could advice fit in your platform?

Tell us about your customers and the moments that matter. We'll explore where Whistle can add regulated advice, improve outcomes and help keep customers with you.