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How Rachel turned a milestone moment into lasting financial growth

Flagstone client, Rachel, shares how she managed a large lump sum after selling her business. By using multiple savings accounts through Flagstone, she was able to earn interest, stay protected, and plan for the future.

This article is not advice. If you would like to receive advice on your savings and investments, consider speaking to a Financial Adviser.

How Rachel turned a milestone moment into lasting financial growth

Rachel Barton-Coates

In conversation with Rachel Barton-Coates

When Rachel sold her residential childcare business, she suddenly faced a new challenge: how to manage a significant lump sum safely, without letting it sit idle.

She and her sister started with one care home   in 2018. Five years later, demand had grown, and so had the business, expanding to ten homes. After selling the business, Rachel wanted to protect her profits and make sure they reached their full potential. That’s when her financial adviser introduced her to Flagstone.

Watch Rachel share her story in the video below.

 

 

Turn your lump sum into smart savings

Rachel placed the full proceeds of the sale into her Flagstone account, where she could easily browse rates and terms across multiple banks.

Whether you’ve sold a business, inherited a lump sum, or simply built up your cash savings, how you manage that money matters. With Flagstone, you can:

  • access hundreds of savings accounts from over 65 banks
  • open multiple accounts with just one application
  • easily spread funds to stay protected under FSCS limits

Build a sample portfolio to see how you could protect and grow your cash.

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