A solution for static cash
70% of the UK’s cash is held by just nine high street banks. That’s over one trillion pounds. Flagstone helps savers (and their advisers) capitalise on new opportunities from across the market.
01.
Flagstone in brief
Benefits for your clients
02.
Benefits for you
03.
Your referral portal
04.
How the platform works
05.
Testimonials
06.
Protect and grow their cash
Flagstone – the UK’s leading cash deposit platform.
Friday, 16 February 2024
contents
The opportunity in numbers
The UK’s total household cash savings
UK savings held by households with a Wealth Manager
The average proportion of cash in the UK’s investable assets
£2tn
£884bn
15-25%
This is cash, uncomplicated.
Flagstone is the UK’s leading cash deposit platform. But, more importantly, it’s the easiest way to protect and grow your clients’ cash. Refer your first client today.
Become a referrer
READ MORE
You can find more insights and projections for the UK cash market in our latest infographic.
Flagstone lets your clients open and manage hundreds of savings accounts from 65+ banks. All in one platform, with one application, and one password.
This way, they can effortlessly: grow their cash with competitive and exclusive rates maximise their FSCS protection on eligible deposits escape the paperwork, with a single application
£17bn+
75,000+
in assets under administration
clients
65+
bank partners
6,000+
Trustpilot rating
4.6/5
wealth manager partners
Flagstone for your clients
Maximise their interest
Treasures lie beyond the high street. With Flagstone, your clients can access exclusive rates from multiple banks, and keep their cash growing.
%
Fixed 15 Month
Notice 90 days
Instant access
Escape the paperwork
Hundreds of savings accounts in just one application. Flagstone offers your clients maximum choice with minimum admin.
Protect what’s theirs
With Flagstone, your clients can effortlessly open multiple savings accounts, spread their cash in moments, and maximise their FSCS protection on eligible deposits.
Account 1
£50,000
Shawbrook bank
Account 2
£40,000
Allica bank
Your Flagstone Portfolio
Split across 2 accounts
£90,000
Flagstone for you
Start the conversation
Not every potential client is confident with talk of stocks, bonds, and beyond. But a solution for their cash is a smooth conversation starter. Lead with Flagstone, and win more clients.
Improve their outcomes
Help your clients reach their goals faster. Whether it’s more interest or FSCS protection, greater freedom or greater peace of mind, it’s effortless with Flagstone.
See the full picture
Keep a keen eye on your clients’ entire cash portfolio, with Flagstone’s referral portal. Track every pound, and eliminate surprises.
Advise & earn
Expand your services into cash, and earn a percentage of your clients’ management fees. Or waive your share entirely, and pass more interest on to your clients. The choice is yours.
£
£60,000
Your Client's Flagstone Portfolio
Split across 3 accounts
£145,000
Account 3
£35,000
The Bank of London
Your very own portal
Think of your Flagstone referral portal as a control centre for your clients’ cash. See everything, every day, for every client.
No bank contact
Consolidated information
View all your clients’ savings accounts in one place, measure performance, and keep track of every pound. And get a single interest statement for their end-of-year taxes.
No banks will ever contact your client directly. So you can own the client relationship, guide their decisions, and track every action from your referral portal.
Complete control
Timely updates
Whether it’s a new leading rate or an upcoming maturity, we’ll always notify you by email when new rates arise. So you can stay informed, and plan accordingly.
Flagstone will never advise your clients, or make transactions on their behalf. The only voice that matters is yours.
How it works, in three steps
We hold your clients’ cash in an FSCS-eligible HSBC account. This acts like a wallet, which your clients can use to open as many new savings accounts as they choose.
Client funds their Flagstone holding account
Step One
Once they’ve selected from hundreds of savings accounts (including Instant Access, Fixed Term, and Notice), your clients can open multiple savings accounts with no application.
Client opens savings accounts
Step two
Your client can now manage their cash portfolio in one place, any time of day, every day. Add new funds, open new accounts, or withdraw – all at a moment’s notice.
An entire portfolio in one place
Step three
Our market-leading panel of partner banks
We partner with 65+ banks and building societies – more than any other platform. The choice is yours.
What people are saying about Flagstone
'So simple to join, excellent selection of banks to choose from, quick and reliable service. Beats all rivals.'
Brian, Flagstone client
October 2023
Great rates which put big banks to shame.’
Paul, Flagstone client
november 2023
'The platform allows for total flexibility. Our clients can easily access hundreds of accounts, without lengthy application processes for each individual bank. They can also open and manage various accounts in one place, saving time and hassle. I would recommend it to any client with cash exceeding £50,000.'
Adviser Spotlight: James Lindley, Castell Wealth Management
read more
Adviser Spotlight: Amy Goodall-Smith, Goodall-Smith Wealth Management
Adviser Spotlight: Lynne Gadsden, Grovewood Wealth Management
J.L, Managing Director, Castell Wealth Management
may 2023
May 2023
