All of our associates and clients are available for contact, but here’s a sample of what some of them have to say about us…
“Michael’s common-sense and can-do approach stood out for me the most. He’s thrown himself into a very difficult situation, especially throughout covid-19. He’s very resilient and adapts to difficult situations easily. Thanks to the dedicated financial management support of Michael and the whole Clarion UK team, we have made it through this crisis in a decent shape. I also want to say a huge thank you to Gary and Josh for getting back to me and facilitating this support when I was in serious need of financial expertise and a fresh set of eyes.”
Sally Chalk, CEO, Clarion UKEFM Expert - Michael O'Donnell
“Irregularities were discovered by the management board after the last finance person left the company in some difficulty. Ian managed to fill an immediate need and had the necessary experience to turn the business around. Ian has the essential financial management experience that APL needs and truly understands how to work with small businesses.”
Paul Walker, Non-Executive Director, Applied Photophysics LtdEFM Expert - Ian Wint
“Over lockdown I decided to use my time to address anxieties relating to spreadsheets and really getting to understand the financial reality of my business. I had three training sessions with Tracy and the results thoroughly exceeded any expectations! Her ability to pivot and tailor the training to align completely to my needs was astounding. I found Tracy’s unique storytelling method when explaining what can be analysed and pinpointed within spreadsheets absolutely captivating.
I work in a creative industry and the way in which Tracy was able to interpret my business’ accounts through this teaching style really appealed to me. I feel hugely empowered to ‘get behind the driving seat’ of my business’ financials with confidence and purpose. Tracy’s manner is relaxed and warm, and being new to an experience like this she made me feel completely at ease. I would highly recommend working with Tracy Lewis.”
Judith Winwood – Artistic Director – BeatFeet LtdEFM Expert - Tracy Lewis
“I was referred to Graham by EFM when I was looking to set up a company over 5 years ago. Graham is exceptionally knowledgeable, professional and has supported me without question through the trials and tribulations of setting up my business. His total commitment, belief and dedication to my venture has been unprecedented. 5 years on and a successful business Graham still supports and guides me to this day and is my ‘go to’ whenever I need advice. I couldn’t recommend him highly enough”.
Sophia Harris, Executive Director, Mi Casa Care LtdEFM Expert - Graham Baskeyfield
“Many thanks, again, Tracy, for all of your hard work on the provision of management accounts which will help us to make informed decisions concerning the finances of the parishes.
This format works well for me. For the first time we have accurate financial information from across the Team. Previously it was there, of course, but not in a way which is immediately accessible.
I found our meeting very useful yesterday. I wish that I had been able to engage in such an exercise 16 years ago. It would have made life so much easier!”
Canon David Truby, Reverend, Wirksworth Team MinistryEFM Expert - Tracy Lewis
“I knew Trevor when we both worked for AE Oscroft & Sons. I was the business advisor and Trevor was on the finance side. Trevor has a strong financial knowledge and is determined to always see a job through. Thanks to his clear rational thinking and energy, he helped lead the finance team and got along well with people. Trevor and I worked together to bring stability to the company. He could always point out the issues very quickly and explain to the board how best to resolve the issues effectively”.
Gary Mather, Chair of the Board, AE Oscroft & SonsEFM Expert - Trevor Ballard
“Mike’s professionalism was evident from the first moment we met him. We were impressed at how quickly Mike was able to add true value to Clear Treasury and really challenge the management team around the company’s financial strategy expectations. Mike was never afraid to get stuck in and help with the day to day as well as applying strategic thinking to help us to make better business decisions.
From having no in-house finance function to then having that high-level of expertise to map out what we needed to do to enable our business to grow, was fundamental in helping our business to take the next step to scale. Financial control is so important and having the right people beside you to help you make the right decisions is key. I would certainly recommend small businesses to use EFMs services”.
Jordan Tilley, Chief Executive Officer, Clear TreasuryEFM Expert - Mike Fletcher
John and I work exceptionally well together. We are in a start-up scenario and until we’re much bigger it enables me to keep the bare minimal expenditure on admin and accounting. I couldn’t afford to do it in house at this point. Also, I can tap into all different levels of expertise – all the way up to finance director level if I need to. It’s absolutely vital, without it we don’t work.
Maurice Diamond, Managing Director, Hidros UK LtdEFM Expert - John Devaney
“Jonathan is always able to provide positive solutions in a timely manner.
His depth of commercial knowledge makes him a truly reliable asset and someone you would want onboard your team.”
Will Smith, Head of Finance, OPES International LimitedEFM Expert - Jonathan Drew
“We maintain extremely high standards and EFM were able to meet those standards.
EFM are timely, efficient, hardworking and will happily investigate less common issues arising for our clients, developing a good rapport along the way.”
Julia May, Managing Director, Mayfigures LtdEFM Expert - Ian Anthony
“We were delighted to work with EFM Ireland in establishing our EU presence and found them to be experts in the SME Irish corporate entity space. We look forward to working with them in the future, to ensure that we remain fully compliant, and assisting Oyster IMS’ growth strategy within the EU. EFM Ireland offered us a cost effective and rapid solution to a significant business challenge”.
Josef Elliott, Managing Director, Oyster IMS LtdEFM Expert - John Devaney
“Gary has been extremely helpful and gave Auris Tech really good advice, we’re also very impressed with his FD recommendation Andy, who I have worked incredibly close with in recent weeks, he is absolutely superb.
The support and guidance he has supplied has been invaluable to my business, he is always available for the exec team, is incredibly flexible, agile and patient.
Andy has created a financial model that is understandable and easy to manage and more importantly I feel as though I own it when I both answer to the board and meet with potential and existing investors.”
Kim Antoniou, Chief Executive Officer, Auris TechEFM Expert - Andrew Sugden
“Having Gary on board has really helped WestInsure Plymouth’s financial and growth strategy. Gary always follows through on getting tasks done on-time and to a high professional standard”
Brian Jones, Managing Director, WestInsure PlymouthEFM Expert - Gary Jesson
“I originally came across EFM at a finance event organised by Informed Funding where they spoke intelligently about growth funding at one of the panel discussions. Following that I met up with them to discuss my requirements – essentially a part-time FD for my growing software SaaS company, but also somebody who could get our financial reporting and accounts ready for investor scrutiny, as well as somebody I could use as a sounding board for business decisions beyond pure finance.
I’m very glad I did as I now have a professional FD without the high price tag of a full-time one, as well as the ability to lean on EFM’s network of 70+ other finance professionals for additional specialist guidance.
Our FD, Paul Jesson, is very much seen by both me and the rest of the company as part of the team rather than an outsider, and crucially our financial processes and reporting are now in a hugely improved state!”
Jens Lundgaard, Founder & CEO, BrandworkzEFM Expert - Paul Jesson
“Graham has been a fantastic asset to our business, providing key financial and strategic support in the role of FD. His calm and methodical guidance coupled with his excellent communication skills have proved invaluable in supporting our growth. He fast became a valued member of our team and continually provides thoughtful insight on a wide range of issues, way beyond the traditional remit of an FD.”
Rob Myer, Managing Director, Light Fantastic Production ServicesEFM Expert - Graham Baskeyfield
“I’ve known Malcolm for circa 10 years. I began working alongside Malcolm on an investee company project. The relationship has grown stronger since then and spread across to EFM with a large number of referral projects and clients that each party has benefited from. EFM has good reliable people that we can call upon to help assist with financial support work. Malcolm is always able to work to Mercia’s specifications to offer a tailored service.”
Ian Wilson, Fund Principal, Mercia Fund ManagersEFM Expert - Malcolm Holloway
“We met up with Andrew and the support he gave us from that point was excellent. We learnt a lot from him in that difficult time and we were really pleased. Some of the main things we liked was how quickly Andrew would turn around a task. Anything that was set he’d do without having to be asked twice, and he’d be finding more work and coming back to us saying “we need to do this”. A lot of the systems and procedures he put in place are very strong procedures and are still in use to this day.
As an MD from when I started working with Andrew, I learnt a lot, and very quickly, as he has not just completed the task but shown us how to do it too. He didn’t just solve the problem but created systems to help the business going forward. I firmly believe that he has helped transform a lot of what we were doing commercially as an organisation which helped to put us on really solid ground and helped us to grow”.
Steffan Bowen, Managing Director, M&D Care LimitedEFM Expert - Andrew Thompson
“EFM offer professional advice; the quality of advice is fantastic, the speed of follow up, and for me as I work closely with Gary, the value of having him as a sounding board. I’ve worked with them in two ways. With one of their consultants, Andy, on the financial modelling. He’s significantly helped me model the numbers for our future growth, and with Gary who continues to be a mentor for building the business plan”.
Ed Warner, Director, MotionspotEFM Expert - Gary Jesson
“Edward is an experienced financial director so he comes with the right level of skills and experience to mentor what we need at this stage of our business and growth. In addition to that he has the right attitude and approach; he’s got a good flex approach to working in, what has at times, been a challenging environment. He’s been resilient and supporting. The challenges have become quite acute at times and he’s remained very calm and supportive.
He’s agreed with a lot of what I’ve wanted to do and gone away and done those things, but at other times he’s pushed back and said “that may not be a smart move, lets try this instead” so he’s course corrected me on a few occasions which again is valuable, especially in high stress situations. I like his calm collected manner to get us through. For example, we’ve just been through an acquisition which is all high stress, dealing with lawyers, shareholders etc. and he’s helped me to navigate through to a successful outcome”.
Bulent Osman, Founder & CEO, StaffConnect Group LtdEFM Expert - Edward Leek
“Scott has some great ideas and he can back it up. The value that he’s added is crucial to our business. He acts really senior; it’s been a great experience and it’s really added value to our business.
Having Scott on board we’re in the process of automating our invoices which means we’re going to get our billing out quicker.
Prior to using EFM it was somebody internal and it just didn’t work. I’d only been in the business for seven weeks and it wasn’t working with the person before, so Scott stepped in and was able to pick up everything that we needed him to do, not just what he was taken on to do”.
Leigh Cannon, Financial Director, Custom Gateway LimitedEFM Expert - Scott Burton
“Malcolm goes out of his way to really get to know and understand the business so it’s not just numbers – he can and has offered proactive advice.
Working with EFM has benefited our business immeasurably. I wouldn’t classify myself as being a numbers person. I’m proficient and I understand numbers but to me it’s a sanity check every month which is great. It gives me confidence, and gives my board confidence, that the numbers are correct. I’ve used freelancers in the past and EFM compare really well”.
Zoe Farrington, CEO, Realsafe Technologies LtdEFM Expert - Malcolm Holloway
“We were able to source an interim finance professional to undertake some due diligence for us on an investment opportunity, at reasonably short notice, on reasonable fees. Previously we would have just engaged a firm of accountants to do due diligence for us. However, working with EFM has enabled us to get a more in depth understanding of the financial position, and systems and processes, within the investee company, which we felt was a more helpful financial due diligence exercise. We have used EFM again since for other on-going projects”.
Peter Kirtley, Investment Director, Beechbrook Capital LLPEFM Expert - Michael O'Donnell
“We have one particular contact, Graham. It’s a personal contact rather than if you’re going to a big firm of accountants and you feel like you’re one of many. With EFM, we feel like Graham is part of our team; we get the personal approach rather than being lost in a big corporation with a large accounting firm. We use Graham as the initial point of contact but we know he does tap into other areas of the network if there’s stuff outside his skill set, so we feel well covered.
I’ve used EFM with 2 businesses: My current business is Version 2, a Lighting rental company servicing the television industry. As a start up it was excellent to have someone like EFM working beside us, with their wide expertise, having been through it with many other companies. As a small business owner that advice is invaluable. With my previous company, Aurora lighting Hire, we successfully sold the company to a large american company in 2015. During the sales process it was invaluable having EFM by our side to advise us as it’s not something we’d done before”.
Nick Edwards, Director, Version 2 Lights LtdEFM Expert - Graham Baskeyfield
“Michael from the outset brought a logical and understanding thought process to a sector known for more often than not for its creative thinking rather than the bottom line. He linked seamlessly with artistic staff, sales and publishing departments along with third party professional advisors and reporting accountants. He was constantly in touch with department heads in ensuring that operational costs and overheads were kept under control and within budget”.
Howard Shaw, Chief Operations Officer, Profile BooksEFM Expert - Michael O'Donnell
“Helene’s professionalism is first class. Her technical skills and commercial acumen had an enormous impact on our business. Helene is not just an FD, she is a part of our team, very personable with a hands on approach – just what an SME business needs. The service we have received has been exemplary and I would have no hesitation in recommending her to others”.
David James, Managing Director, Liftupp LimitedEFM Expert - Helene Sewell
“With EFM we are tapping into specific individuals with a specific skill set. They have allowed us to scale up our own financial capabilities”.
Stewart Baird, Managing Partner, Stone VenturesEFM Expert - Alan Dye
“Jonathan has approached the somewhat diverse tasks with enthusiasm and positivity and he has been a pleasure to work on these projects. Where he operates at his highest level is with data manipulation, presentation and interpretation. We have historically struggled will cross referencing sales and financial data from our different applications, but now have a set of easy to update reports which combine information directly from the various databases, enabling us to be more efficient and insightful. His turn of speed in analysing and commenting on financial information has also been quite remarkable.”
Eddie Hing, Managing Director, Universal Networks UK LimitedEFM Expert - Jonathan Price
“Glyn is an exceptionally able finance director who understands our business culture and strategy. In addition, due to his broad commercial experience he regularly expands his remit beyond the confines of the finance function to deliver excellent advice and support on the broader commercial issues of the business. Glyn is always reliable and efficient and has a high degree of involvement with the Leadership Team where he consistently delivers great support and advice. Glyn has been involved with issues such as funding, taxation, business restructuring, tax advice, HR support, recruitment, property issues, new IT systems, internal company presentations, and general hand holding for the directors!”
“Glyn is very personable and quickly establishes excellent working relationships with everyone in the business. He has integrated himself seamlessly into our business and is recognised by all colleagues as fully effective member of our Leadership Team. I would not hesitate to recommend Glyn Abba to any organisation that wants to appoint an experienced and effective Finance Director to the management team.”
Martin Pugh, Managing Director, Pure Washrooms LtdEFM Expert - Glyn Abba
“Ann is proactive, dedicated, professional and loyal. I’m very pleased with Ann’s work”.
Howard Gell, Managing Director, Glanville Consultants LtdEFM Expert - Ann Camfield
“EFM have introduced us to two good consultants. It’s given us good ideas and guidance. We didn’t have those people in place beforehand”.
Nathaniel McCullagh, Director, Simply Learning TuitionEFM Expert - Ronny Munster
“EFM are efficient, quick, and really nice and personable. You feel like they really care. They always like to help; they’re a resource even if it’s beyond the scope of what they’re doing for you. Steve has helped us to raise investment; it’s looking positive. EFM introduced us to people who can help in all areas; they’re really supportive. We were looking for a while to find someone for our financial support and they understood right at the start that we don’t have a lot of cash and that they actually want to help you”.
Lucy Buckley, Co-Founder, Dr Fertility LimitedEFM Expert - Steve Plant
“EFM are always very open. Whenever I contact Paul about either resource, or just a general query, he’s always very helpful and seems to understand the requirements well. It’s allowed us to flex our resource in a very quick and nimble way. If we need somebody quickly, they’re always happy to try and get someone in quickly to help, and likewise. Overall I’m extremely satisfied”.
Julie Richings, Chief Finance Officer, Springboard Research LtdEFM Expert - Paul Jesson
“EFM are professional, approachable and friendly.
We have benefited as a company from Jonathan’s professional advice.
We have previously used a mix of in-house & 3rd party service providers. In my opinion EFM are a lot better”.
Graham Peace, Founding Partner, Digital Fusion LimitedEFM Expert - Jonathan Drew
“The biggest thing for me is that EFM have a really good range of individuals with a range of different experiences. In three different scenarios, I’ve managed to slot in the right type of Financial Director. That, for me, is the biggest benefit of working with EFM and that reflects in the fact that they’ve got a broad range of individuals.
Also I can pick up the phone to Gary Jesson, or even ask questions to some of the people who are placed in different businesses to find out about people in their network. EFM put me in touch with people who can deal with specific issues like R&D tax credits, so we benefit from the network being there as well.
I have used other similar organisations in the past. All my experience before is that you get given what they want and not what you want and I think that’s the fundamental difference with EFM”.
Chris Dines, CEO, William Murray Communications LimitedEFM Expert - Marshall Friedner
“I like James. He’s really good at what he does. Very professional, gets everything done and is very responsive to our needs. Working with EFM has taken all the finance stuff and dealt with it. It’s very good. I took them on when I took over the company”.
David McNairScott, CEO, Trailight LtdEFM Expert - James Curry
“Ravi’s very professional and knows what he needs to do. He comes in and gets it done in a timely and accurate manner.
Our company has a very junior data debt collector clerk. Ravi provides the higher end management of cash flow that is beyond our employees capabilities. He handles one companies financial statements monthly and then he does the consolidation for both sets of UK companies.
Ravi also manages the cash flow for one company and various other duties as well. Any reporting that we need doing in the financial area, anywhere in the UK group, would go straight to Ravi. He’s overseen the auditing for both companies and provides week on week reporting”.
Heather Watherston, Vice President International, The Green Board Game CoEFM Expert - Ravi Maheswaran
“We’ve been with EFM for around three and a half years – I feel they offer a very personal service.
Our business has benefited significantly, especially from the advisory perspective. EFM get to know and understand your business, so therefore all their advice is in the context of where you are as an organisation and where you’re going. I know that get more objective advice from EFM than if I resourced internally, so I much prefer buying in their services and consultancy than recruiting direct.
Our EFM Associate, Tony, is included in all of our leadership meetings concerning planning and it’s very important for me that we have his advice and support”.
Dean Gray, Manager Director & Founder, Graymatter LimitedEFM Expert - Tony Williams
“I really value having someone with expertise and a good head on them to work along side us at a board level, and someone who can challenge our thinking in a way which I think employees often don’t. There’s a huge amount of ambition with our FD and he’ll take any challenge on and give us a new perspective on things.
Structure and organisation are two big benefits. That’s everything from budgets and forecasts, through to board meetings and having proper minutes.
Working with EFM has brought a more structured approach to how we were doing things before and added some normality to the chaos of running a business.
I think generally everything we have tasked him with he’s done well at.”
Joe Bush, Co-Founder, The Chat Shop LtdEFM Expert - Mike Goldsworthy
“EFM were very fast initially in response to my query. They came back with about 4-5 candidates within a matter of days and we had somebody in place inside of 2 weeks. Working with David has totally transformed our business. We were on our knees before he got involved and put so much in process and discipline very quickly, which has really helped to turn the company around. I thought EFM were all around great”.
Duncan Goose, CEO, Global Ethics LimitedEFM Expert - David Wallace
“EFM got me out of a hole. We didn’t have an accountant. We needed resource, we got it, and we got it quickly thanks to Peter. It was a real lifeline”.
Andrew Forster, Director, Peart Fencing LimitedEFM Expert - Peter Cassidy
“I work directly with John Devaney who is part of EFM and my experience of working with him has been excellent. He is highly professional and takes great care and consideration over the work he does. It’s helped us get in control of the accounts.”
Peter Tanner, CEO, Boomerang MessagingEFM Expert - John Devaney
“Charles’ technical knowledge is at a very high level. We’re back into profitability so that’s as good an indication as any of his services. I didn’t have any previous experience of using any external help, so this is my first experience and it’s been extremely positive so far”.
Darren Phillips, Founder, Hatch Interiors LimitedEFM Expert - Charles McKay
“Mike understands the needs of a small, growing business. He has great awareness of the disciplines we needed to adapt and the support we needed to continue to grow”.
James Post, Managing Director, Ashbury LabellingEFM Expert - Mike Fletcher
“The service provided by EFM is scaleable, and it’s an outsourcing solution so they provide expertise. Working with Tracy has given us a better handle on our finances; reporting, forecasting and financial management”.
Dez Derry, CEO & Founder, MMA Digital GroupEFM Expert - Tracy Lewis
“I have liked everything about EFM, from the initial contact with the head of the North West. It’s just been very good all the way through. The company has benefited extremely from working with them. The consultant has brought a new focus in, relieved pressure from me, and brought lots of new ideas in. I don’t think they could do anything better. Mark’s not just a financial controller, he’s coming up with sales ideas, ways to record sales, and how to bring in new clients. It is financial management but it’s also a business process change”.
Robert Bullock, Finance Director, Bullocks CoachesEFM Expert - Mark Davis
“From the request being made, EFM was able to link us to the right person (Edward) very quickly which was impressive considering my requirements. Meeting Edward for the first time was pain-free and the kick off conversation was very progressive. Edward started quickly and made himself part of the team immediately. I was able to hand large areas of responsibility and ownership to Edward to free up my time and he did a great job. It was like having an extra team member who was totally committed and I trusted implicitly.”
Rolf Groenewold, CEO & Co-Founder, KeyAGENT LimitedEFM Expert - Edward Leek
“EFM has 100% commitment to my business – strategically not just operationally.
We’ve been partners since 2012, at start-up stage. Since then we’ve been on the inevitable roller coaster together of highs and lows, lefts and rights. They’re willing to go on that roller coaster with you. Sit next to you and make sure you’re properly buckled in. We’ve made near-death mistakes more than once. When ambitions and cash don’t match up, ambitions aren’t compromised, they carefully roadmap a way forward and help us stick to that roadmap.
We are audited every year by Kingston Smith, who observe how immaculate our reporting is. Our private equity investors comment on our due diligence, compliance and the stylistic aspects of our monthly accounts. We run a best-in-class creative business. They understand creativity is a complex environment, with emphasis on culture not just efficiency. What gives us the freedom to allow that creativity into the company – and to the benefit of our clients – is a fastidious discipline around how we handle their and our money.
There’s nothing else this service could offer me as long term partners.”