Financial Advisers

Refer Flagstone and build trust with your clients
Become an introducer

Join thousands of financial advisers who partner with us 

You can grow your client portfolio, build trust and nurture your relationships with your clients.

Flagstone gives you a better understanding of your clients' wealth and opportunities to provide more holistic advice.

We are here to help you and your clients.

become an introducer

How Flagstone can help financial advisers

Win new clients

Flagstone offers you an innovative and simple cash solution to enrich your proposition and open doors with new clients.

Build and nurture trust

Our platform helps your clients to grow and secure their cash assets. Benefits are immediate and visible to nurture trust in your relationship.

Advise future investment

You gain a holistic understanding of your client’s liquidity and needs for future investments. Maturity events present ongoing milestones for portfolio reviews.

Meet some of our current partners...

Partner with us to transform the way your clients manage cash.

What our partners say

Don’t take our word for it. Read what our partners think.

It's so easy to use and the team at Flagstone are excellent.
Simon Reeks | Tilney Group, Investment Management Director
If you want to start attracting higher levels of assets, it’s a very easy door opener. It’s very, very simple and the customer service is ‘Class A’.
Royden Greaves | St. James's Place Senior Partner
The time I now spend with my client has increased as a result of Flagstone and the relationship is much richer.
Nicola Gillespie Syme | St. James's Place Senior Partner