Wealth management opportunities

As financial advisers navigate the complex regulatory landscape, technology offers a potential solution to enhance client engagement; but can excessive reliance on technology erode the personal touch that is essential for building client relationships?

The Bank of England's rate cut in February 2025 appeared to signal a shift in monetary policy. What does this mean for cash and your clients' savings decisions?

In the digital age, clients expect seamless service, with more than half of investors seeking improved digital offerings from their wealth managers. Their needs are also becoming more complex, often requiring input from multiple professionals.

66% of advisers now guide their clients’ decisions on cash. That’s a 21% increase in just three years. Here’s why. In fact, here’s five of them.

Professional Adviser and Investment Week spotlight our insights on why cash remains king. Despite market uncertainty, cash offers security and steady returns. An opportunity advisers often overlook.

Flagstone enables you to provide insight-led, timely, holistic advice to your clients and facilitate value-led conversations with their beneficiaries to start building out those important 'next-gen' relationships.

As an adviser, registering and referring your clients to Flagstone is simple. Deepen client relationships and acquire new business through our cash deposit platform.

Ed Gascoigne, a Chartered Financial Planner at FLM, leads advisory efforts for Private Clients within this dynamic £1.4bn firm. Passionate about client goals, he also mentors FLM’s early-stage advisers.

Accountants, financial advisors, and solicitors often have to work together to serve their respective clients. By developing partnerships, you can create opportunities, grow your client base and strengthen your source of new leads.