Flagstone’s referral portal
Connecting you to your clients.
Hassle-free referral
Refer new clients easily and keep track of their onboarding journey.
Full visibility
Be prepared for client reviews with read-only access of every portfolio.
Tailored for you
Simple and intuitive, the portal is designed with your needs in mind.
The power of your portal
Where referral is just the beginning.
Real-time rates
View live products on the platform and make them tangible for clients with our handy illustration tool.
Valuable support
Be confident in the benefits you're providing to your clients with our intuitive guides.
Streamlined workflow
Seamless integration means you can spend less time on paperwork and more time on what matters most - client relationships.
Trusted by 6,000+ advisers
Associate director, Evelyn Partners
Chris Tait
Director, Guthrie Wealth Consultancy, Partner practice of St James’s Place
Steven Guthrie
Powered by Flagstone
We're here to help everyone manage, protect and grow their cash. Which is why we're happy to offer a platform experience tailored to your brand.
Join the UK’s highest-rated
savings platform
'Excellent' on TrustPilot. Sign up to refer your clients today.