Referral Email Templates

Here are some helpful suggested referral email templates you can customise.

“At Umbrella.UK Insolvency, we work closely with an informal network of accountants, IFAs, solicitors and finance brokers to find the best solution for their clients.” – Tom Fox, Head of Insolvency

General Introduction

Subject: Introduction to Insolvency and Business Recovery Specialists

Dear [Client Name],

Following our recent discussions, I believe it would be beneficial for you to speak with Umbrella.UK insolvency, Licensed Insolvency Practitioners and business recovery specialists.

They will be able to discuss your circumstances in confidence and explain the options available to you and your business. An initial conversation does not commit you to any particular course of action, but obtaining advice early can often provide greater flexibility.

I have copied the Head of Insolvency, Tom Fox, at Umbrella.UK Insolvency into this email to facilitate an introduction.

Kind regards,

[Referrer Name]

Urgent Creditor Pressure

Subject: Urgent Introduction for Business Recovery Advice

Dear [Client Name],

Given the creditor pressure currently being experienced, I recommend obtaining specialist insolvency and restructuring advice without delay.

I have introduced you to the Head of Insolvency, Tom Fox, at Umbrella.UK Insolvency, who will review your position in confidence and explain the options available.

Please make contact with Tom Fox as soon as possible, as early intervention may help preserve more options for you.

Kind regards,

[Referrer Name]

HMRC Arrears

Subject: Introduction Regarding HMRC Arrears

Dear [Client Name],

As discussed, specialist advice may assist in addressing the company’s current HMRC position and assessing the options available.

I have introduced you to the Head of Insolvency, Tom Fox, at Umbrella.UK Insolvency. They are highly experienced professional Insolvency Practitioners who will review the situation and provide guidance tailored to your circumstances.

Kind regards,

[Referrer Name]

Contact us

For more information about our referral and partnership schemes, or to discuss a client confidentially, contact Tom Fox, Head of Insolvency today.  Call 01625 546 240 or 07814 434 697.

Download these referral email templates as a pdf

See our document checklist for referrers

See our client meeting preparation checklist

What our clients tell us

Excellent service from Sarah and the team. Efficient and made everything easy and so professional. Thank you so much - would highly recommend umbrella.UK Insolvency

Charlotte B

Clear and efficiently managed service. Nice job thanks Tom & Sarah at Umbrella.UK Insolvency.

Doug Q

Tom Fox has been very professional, informative and helpful during what has been a difficult time. He’s been at the end of the phone when needed and has provided clarity and kept structure at all times in something I didn't really understand at the start of my process. I would absolutely recommend Umbrella.UK Insolvency!

Julia T

Umbrella.UK Insolvency helped liquidate our limited company in a very straightforward way. The team were very helpful.

Martin F

I would highly recommend using this service. Tom &Sarah were professional and made my MVL painless. The advice they gave me was explained in such way a novice like myself could understand. Many thanks to the team.

Martin J

Tom was incredibly helpful as I prepared to liquidate a couple of companies - clear advice, a respectful approach to both myself as director and the creditors, and a reasonable fee structure vs many of the national IP's I spoke to whilst researching who to work with.

Mike S

When I recently needed to liquidate a company, I was so lucky to have found Thomas Fox and Sarah McClean to achieve this for me. They explained the whole process to me in a way that I could understand and guided me through what I had to sign and when this needed to be done in a friendly manner. I would not hesitate to recommend them.

Tanya C

Both Tom Fox and Sarah McClean made they very best to make the liquidation process as smooth as possible. I liked that they laid out the plan for next 2 years upfront and explained it in plain English. Very helpful at all stages from beginning to final closure. Best Insolvency Practitioners ever!

Lukasz

Great service provided by Tom and Sarah. They acted quickly to support my liquidation and provided expert guidance throughout. I really felt like they continually went the extra mile and they were very patient in explaining stuff with me too. Highly recommend…a highly personalised service! Thank you

Craig S

I recently needed to liquidate a company and after doing some research I came across Umbrella. Within minutes of talking to them on the phone I knew I had chosen the right company. They handled everything for me, I simply had to sign the various forms they sent me. I dealt with Sarah McClean there who was absolutely brilliant. Nothing was too much trouble for her, she was super efficient, kept me informed at every step in the process and came across as a lovely person when I spoke to her on the phone. I would have no hesitation recommending Umbrella for your liquation needs.

I Francis

Tom Fox was incredibly helpful as I prepared to liquidate a couple of companies - clear advice, a respectful approach to both myself as director and the creditors, and a reasonable fee structure vs many of the national IP's I spoke to whilst researching who to work with.

Mike S

I engaged Umbrella accountants to oversee a Members Voluntary Liquidation for the small consultancy business I've been running. The team talked me through the MVL process, steps and requirements. The paperwork involved was well explained and straightforward, with the initial disbursement of funds handled very quickly and professionally under tight deadlines.

Brendan N

I extend my appreciation of your professional efficiency in handling my company business and herewith say thank you.

Maxine R

Umbrella.UK Insolvency guided me as sole Director of my small limited company, and the shareholders, through every step of a Members Voluntary Liquidation in a very efficient manner. The steps required were clearly laid out and proactively managed by their licensed practitioner. From first meeting through to an interim distribution of funds to shareholders took only a few days in our case. Thereafter, Umbrella will be managing all of the downstream actions required to complete the process with HMRC and Companies House, through to the final discharge of the company.

Alex O

I'd just like to thank Tom for your help with the closure of my company. You have been highly efficient and very professional throughout. Thank you.

Tony D

First of all, I would like to say a BIG Thank You for all of your assistance over the past year. I would not be in the positive state of recovery without Umbrella Insolvency. Your care and assistance at the application stage last summer, along with the advice throughout the year, has been great. I would not hesitate to tell anyone in my negative situation where to turn to.

Mr TM

Before I came to Umbrella.UK Insolvency I was in a bad place mentally due to debt because I believed I would be in my current situation for a long time to come. Umbrella.UK Insolvency walked me through my options and helped me pick the best one. I am genuinely amazed at what they managed to do for me and can now afford to live comfortably, and without the constant worry of debt looming over me.

I engaged Tom to arrange an IVA for me after I ran into financial difficulties as a result of the closure of my company. He introduced me to Sarah and both of them as a team worked tirelessly through Lockdown to get the best outcome for me and my family. Both Sarah and Tom were patient, thorough and incredibly compassionate for our situation. They attained the best outcome for us and I couldn't speak more highly of them. Thank you to you both, Amazing work.

Thank you very much for your assistance in a successful proposal. We are ever so grateful as this is a chance to transform our lives; or rather you have given us a second chance to have our lives in order. Thank you for your patience and perseverance throughout that you showed.

Referral Email Templates

Here are some helpful suggested referral email templates you can customise.

General Introduction

Urgent Creditor Pressure

HMRC Arrears

Contact us

What our clients tell us

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