Adviser case studies

Mark Morford, Regulated Products Manager at CAF Financial Solutions Limited, explore how UK charities benefit from using the CAF Charity Deposit Platform – powered by Flagstone.

In our latest Adviser Exchange, Abigail Ford and Barry Sime discuss how clients approaching retirement can use cash strategically, and how platforms like Flagstone are improving efficiency and client outcomes.

Advisers Dominic Quibell and Ed Shardlow share insights on the cash savings market, their interest rate outlook, client cash strategies, and how tech is reshaping financial advice for future generations.

Karan Trikha shares his approach to building financial security for clients in a changing market.

In this Adviser Spotlight, we speak with Jessica McGowan of Riverfall Financial about market changes, client education, and how Flagstone supports smarter cash management.

Lynne Gadsden of Grovewood Wealth Management discusses the rising importance of cash in clients’ portfolios and how Flagstone helps people protect and grow their savings.

Financial Adviser Amy Goodall-Smith shares how she’s supporting clients with significant cash holdings, why flexibility and access matter, and how Flagstone helps simplify cash management.

James Lindley of Castell Wealth Management shares how Flagstone helps clients secure better rates, maximise FSCS protection, and manage cash with ease.