For accountants, Independent Financial Advisers (IFAs), and other professional advisors, guiding clients through financial difficulties requires expert support. When clients face insolvency or severe financial challenges, having a reliable, specialist partner can make a significant difference.

Umbrella.UK Insolvency works closely with referrers, such as accountants and IFAs, providing customised solutions and expert support tailored to meet each client’s unique needs. Here’s a closer look at how Umbrella.UK Insolvency partners with professional advisors to offer seamless, effective insolvency solutions.

Why Accountants and IFAs Partner with Umbrella.UK Insolvency

Accountants and IFAs often serve as trusted advisors, making them the first point of contact when financial issues arise. However, dealing with complex insolvency cases requires specialist knowledge and resources beyond typical financial or accounting advice. That’s where Umbrella.UK Insolvency comes in. With years of expertise in insolvency and a client-centred approach, Umbrella.UK Insolvency works as an extension of the referrer’s team, offering comprehensive support through the entire insolvency process.

“We know how much accountants and IFAs care about their clients’ wellbeing and financial stability,” says Tom Fox, Head of Insolvency at Umbrella.UK. “Our goal is to complement their advice with the in-depth insolvency expertise needed to find the best possible solution for each individual client.”

A Collaborative Approach to Insolvency Cases

Umbrella.UK Insolvency adopts a collaborative approach to working with accountants and IFAs, ensuring that both the client and referrer are fully informed and supported throughout the process. By maintaining open lines of communication and aligning strategies, Umbrella.UK Insolvency ensures clients receive a well-rounded service that addresses every aspect of their financial needs.

The firm offers a variety of services tailored to each client, including:

• Business restructuring and recovery plans
• Debt management solutions (e.g., Company Voluntary Arrangements)
• Liquidation services
• Personal insolvency solutions for Company Directors (e.g., Individual Voluntary Arrangements)

Tom Fox emphasises, “Our team works closely with referrers to understand each client’s specific situation. From there, we craft a strategy that doesn’t just resolve the immediate financial issues but sets the client on a stable path forward.”

Ensuring a Smooth Referral Process

Umbrella.UK Insolvency makes the referral process straightforward and efficient, allowing accountants and IFAs to introduce clients without hassle. Referrers are kept informed at each stage, providing transparency and accountability to ensure that both clients and their advisors have confidence in the process.

“We make the referral process as smooth as possible for everyone involved,” explains Tom Fox. “Our goal is to give referrers peace of mind by keeping them updated on each development, so they always know what’s happening with their client’s case.”

Benefits of Partnering with Umbrella.UK Insolvency

By partnering with Umbrella.UK Insolvency, accountants and IFAs can access specialised insolvency expertise while ensuring clients receive empathetic, tailored support. Key benefits of the partnership include:

1. Comprehensive Client Support – Umbrella.UK Insolvency handles complex financial situations that may be outside the scope of standard accounting or advisory services. The firm can help clients with everything from managing debt and negotiating with creditors to pursuing restructuring solutions.
2. Dedicated Partnership with Professional Advisors – Referrers are seen as essential partners in the client journey. Umbrella.UK Insolvency keeps the accountant or IFA updated and involved in critical decision-making, fostering a collaborative, respectful relationship.
3. Client-Centred Approach – Understanding that financial challenges are stressful, Umbrella.UK Insolvency focuses on delivering sensitive and compassionate support. The team’s ability to combine technical insolvency skills with empathy makes a meaningful difference to clients during challenging times.
4. Access to a Free Initial Consultation – Umbrella.UK Insolvency offers referrers’ clients a free initial consultation, allowing the team to assess the client’s needs, explain options, and provide a clear way forward without any commitment.

What Referrers Say About Working with Umbrella.UK Insolvency

Accountants and IFAs who have partnered with Umbrella.UK Insolvency consistently commend the firm for its professionalism, transparency, and client-centric approach. Working with Umbrella.UK Insolvency allows advisors to meet their clients’ needs without stepping outside their area of expertise.

Tom Fox sums it up: “Our mission is to give accountants, IFAs, and other advisors a trusted partner they can count on. By offering comprehensive insolvency expertise, we allow referrers to focus on their client relationships while we handle the complexities of insolvency. Together, we’re able to deliver the best possible outcomes.”

Get in Touch with Umbrella.UK Insolvency

If you’re an accountant or IFA with clients facing financial difficulties, Umbrella.UK Insolvency can provide the expertise and support your clients need to overcome these challenges. With a seamless referral process, ongoing communication, and a client-centred approach, partnering with Umbrella.UK Insolvency ensures that you’re offering your clients the highest standard of care and support.

For more information about our referral and partnership schemes, contact Umbrella.UK Insolvency today.

Call the team on 0800 611 8888 or Tom Fox directly on 07814 434 697

Together, we can help guide your clients toward stability and financial recovery.