client Stories
Why our clients
choose Flagstone

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.

Financial adviser Jonathan Pollock explains how SMEs can strike the right balance between access and returns on their cash, using Flagstone to make their money work harder while maintaining financial flexibility.

Flagstone client, Rachel, shares how she managed a large lump sum after selling her business. By using multiple savings accounts through Flagstone, she was able to earn interest, stay protected, and plan for the future.

We speak with Jessica McGowan of Riverfall Financial about market changes, client education, and how Flagstone supports smarter cash management.

Aaron Crewe, founder of digital marketing agency Novi, shares how he simplified and grew his business savings using Flagstone – gaining control, better visibility, and competitive rates.

Financial Adviser Amy Goodall-Smith shares how she’s supporting clients with significant cash holdings, why flexibility and access matter, and how Flagstone helps simplify cash management.

Innovative software companies like Verna Earth are earning interest on their most conservative asset: cash. But how secure are their funds, and can they protect against risk as they grow their business savings?

Selling the family business marked the start of a new chapter. Jonathan explains how securing his cash helped him plan with confidence and shape what comes next.

Lynne Gadsden of Eight Financial Advice discusses the rising importance of cash in clients’ portfolios and how Flagstone helps people protect and grow their savings.