Providing Peace Of Mind Has Never Been More Important

Being able to offer a solution for cash which not only provides your clients with the peace of mind they desire, but also retains your visibility of this asset and your ability to continue to provide holistic advice encompassing it - has arguably never been more important.

Being able to offer your clients peace of mind has arguably never been more important than in these uncertain times.

Flagstone not only enables your clients to maximise the interest they’re earning on their cash in an increasingly challenging marketplace, but importantly also empowers them to reduce their risk exposure and increase their Financial Services Compensation Scheme (FSCS) protection1 through better diversification of their cash.

Flagstone’s secure, user-friendly platform gives your clients access to hundreds of deposit accounts from more than 40 banks at the click of a button, enabling them to quickly and easily achieve exceptional diversification; with private clients able to benefit from full FSCS protection on deposits of up to £2.04m2, joint account holders up to £3.91m2 and corporate clients up to £1.62m2.

 

Why now? 

With a number of high street banks notifying their clients in recent weeks of pending interest rate reductions, and with many of your clients using the extra time available to them during ‘lockdown’ to organise their finances and plan for what might lie ahead, now could be the ideal time to discuss how you can help them to protect their cash and improve their returns from it, by introducing them to Flagstone.

 

Generate value for your clients and your practice with Flagstone  

Consolidate and grow your relationships - The material benefits of using the platform are immediately visible and future value is easy to illustrate. Introducing clients to Flagstone enhances your value proposition and your understanding of their holistic wealth.

A source of future investment opportunity - Ongoing visibility of your clients’ cash portfolios and their maturity/liquidity events provide you with regular opportunities to discuss how their cash can be re-invested when market conditions are right.

 

Flagstone is here to provide you and your clients with a solution for cash and ensure that you retain ongoing visibility of the asset in order that you can continue to deliver holistic, timely advice. For more information, please don't hesitate to contact us at BusinessDevelopment@FlagstoneIM.com

 

 

  1. Financial Services Compensation Scheme (FSCS) deposit protection is £85,000 per depositor per authorised bank (as at 07/07/2020). For more information go to fscs.org.uk
  2. Correct as at 07/07/2020

 

 

 

Access our exclusive rates on the Flagstone platform

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