Our network

Our service goes beyond our office door

The difference is working with our clients, not just for them.

Sometimes that means being honest when we aren't what you need. When that happens, we don't leave you to find someone on your own. Over the years we've built a network of people we trust: solicitors, financial advisers, banks, funders and investors. We know they'll look after you with the same care we would.

And because we make the introduction ourselves, you're never going in blind.

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Katie Hirst FCCA, Elm Financial Solutions

What it means for you

How we look after you

We work with you, not just for you

We get to know you and your business, not just your numbers. That's how we spot what you need before you have to ask.

We're honest when we're not the right fit

If a question needs a lawyer, an adviser or a specialist, we'll say so. We'd rather point you to the right person than stretch to be the wrong one.

We refer to people we trust

We only introduce you to people whose service we know first-hand, so the same care you get from us carries on with them.

You're never going in blind

With your permission, we brief them first. You arrive with the background shared and the right questions ready.

Our network

Who we can introduce you to

Business and corporate solicitors

Shareholder agreements, buying or selling a business, contracts and disputes.

Personal and family solicitors

Wills, probate, property and the personal side of business decisions.

Financial advisers

Pensions, investments, protection and planning for what comes after the business.

Banks and funders

Business accounts, loans, asset finance and the right lender for what you're planning.

Investors and founder networks

When you're ready to raise, introductions to people who back businesses like yours.

Specialist tax and legal advice

For the unusual questions, we work alongside specialists in tax, law and other areas of accounting.

Making the introduction

How an introduction works

  • 1

    We listen first

    We talk through what's going on and what you're trying to achieve.

  • 2

    We tell you who we'd suggest, and why

    You decide whether to go ahead. There's no pressure either way.

  • 3

    We make the introduction

    With your permission, we share the background so you don't have to explain everything twice.

  • 4

    We stay involved

    We keep the numbers joined up, so the advice you get fits the whole picture.

What a referral partner says

We have enjoyed working with Katie and the team for many years with reciprocal recommendations. Katie has assisted many of our clients, explaining things in a way which is understandable to them and to us. A caring, personal and professional approach at all times.

Tim Pearce
Google review
Talk to Elm

Not sure who you need? Start with us.

Tell us what's going on. If we can help, we will. If someone else can help better, we'll make the introduction.

Book a no-obligation chatAsk AI a quick question

Call 07966 795440 or email info@elmfinancial.co.uk. Based in Matlock, Derbyshire, working with businesses across the UK.