Insight and news for financial advisers

The Bank of England has kept the base rate at 4%. Learn what this means for your savings and use our simple checklist to ensure your money isn’t missing opportunities to grow.

The Bank of England has held the base rate at 4.25% amid high inflation and global uncertainty. But cuts could be on the horizon. Learn what you can do to protect and grow your cash today.

The new integration between Flagstone and intelliflo comes with many benefits for both advisers and their clients.

UK SMEs are missing out on over £7.5bn in annual interest by holding cash in low-yield accounts. Advisers can help their corporate clients grow reserves, protect against inflation, and boost flexibility by moving funds to platforms like Flagstone.

We explore how a laddered savings portfolio can help your clients grow and protect their cash while making you a trusted adviser.

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 Great Wealth Transfer is reshaping financial advice. Flagstone's Claire Jones explores how advisers can protect clients’ cash, navigate family dynamics, and use smart tech to turn complexity into opportunity.

Navigating different life stages and market changes in portfolios can be tricky – but with the right preparation and open communication, advisers set themselves up for an easier journey supporting their clients with expected and unexpected change.

How do advisers deliver a personal, proactive service without working 24 hours a day? How do they ensure clients always feel valued and supported? Our dedicated referral portal helps in three key ways.

The Flagstone-intelliflo integration helps advisers like Max Dalziel save time, streamline workflows, and give clients better returns through easy access to high-interest, FSCS-protected accounts.

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.