Adviser case studies

We speak to Mark Morford, Regulated Products Manager at CAF Financial Solutions Limited, to explore how UK charities benefit from using the CAF Charity Deposit Platform – powered by Flagstone.

In our latest Adviser Exchange article, we speak with Abigail Ford, Senior Adviser at Dyer & Co. Wealth Management Ltd, and Barry Sime, an Independent Financial Adviser at Fairstone Group.

In a twist to our Adviser Spotlight series, we spoke to two groups of advisers about their views on the cash savings market today.

We're delighted to welcome Karan Trikha, Director and Financial Adviser at Savile Row Financial Services, to our Adviser Spotlight interviews.

In our latest Adviser Spotlight series, we chat with Jessica McGowan, Chartered Fellow and Managing Director of Riverfall Financial, about the fast-changing financial market, educating clients, and the role Flagstone’s platform plays in boosting people’s cash deposits.