SPECIALIST SUPPORT SERVICES

Get to know Circadian

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About us

We started Circadian in 2010, after identifying there was a growing market for supporting Financial Planning firms with their back-office systems and processes.

We utilise our many years in the financial sector, our in-depth knowledge of back-office systems and specialist income reconciliation.

Our clients benefit from both our skills & expertise, but also our extremely personable and approachable service levels.

We have provided day to day outsourcing income reconciliation to over 100 Financial Planning firms, alongside in-house consultancy, and online training sessions to many more individuals and firms.
About us
 

Our values

  • We make things happen: open and direct communication, teamwork, leadership and no complacency.
  • There's got to be a better way: creativity, working proactively, scale, not size, take ownership.
  • We do things the right way: integrity, honesty and fairness, focused on results, specialist knowledge and skills, and humility not arrogance.
  • Clients, clients, clients: business awareness, commercial, client-driven, responsible and flexible.

Meet the team

Tim

Director of Account Services

Specialist Subjects: Training Delivery, Product Provider EDI Liaison, Query Handling

Tim has worked with Intelligent Office since its launch in 2004. He has headed up remuneration & new business teams within IFA practices since 2001, using this experience to help set up, and manage, the Circadian Remuneration Management outsourcing team since 2010. During this time Tim has also completed a management and customer service Diploma at Coventry University.
Outside of work, Tim is a devoted father of twins, a huge Everton fan, a keen runner and a successful amateur league football player-manager.

tim@circadian-rm.com

 

Matt

Head of Account Management

Specialist Subjects: Unallocated Reporting, Fee processing, DFM Fee Management

Matt has worked within accounts and finance teams since 2003, over half has been spent solely dealing with IFA Income Remuneration Management business.

In this time Matt has acquired a CF1 (UK Financial Services) qualification and obtained a diploma merit from Coventry University for customer service excellence (level 4).

In his spare time Matt is a keen musician and live performer.

matt@circadian-rm.com

 

Dave

Head of Network Accounts

Specialist Subjects: Split Templates, Unallocated Reporting, Agency Management

David has worked in the Financial Services Industry since 1980, mostly within income remuneration departments, for both product providers, with a direct sales force, IFA firms and Independent networks.

With experience of Intelligent Office since 2004, David was involved in the testing and launch of the bespoke commission and policy system that was the prequel.

Dave is a big Chelsea and in general, football fan.

david@circadian-rm.com

Mark

Senior Account Manager

Specialist Subjects: New Business Inputting, Fee Processing, Statement chasing

Mark is into his second spell with Circadian, he originally worked in the retail and aviation industries (baggage handler in the latter) and in between stints worked in the logistics industry as a data analyst.

Hobbies include seeing family/friends, he is part of his local darts team (questionable ability) and is a big fan of QPR.

mark2@circadian-rm.com

 

Chris

Senior Account Manager

Specialist Subjects: Specialist Subjects: New Business Inputting, Client Fee Processing

Chris studied at Staffordshire University, Stafford, completing a 4 year sandiwch course in BSc Computer Games Programming. He has also completed Level 1, 2 and 3 Awards in Computerised Accounts (Sage 50), achieving higher distinction achieved at all levels.

His hobbies include playing video games, listening to podcasts, playing tabletop role playing games and puppetry.

chris@circadian-rm.com

 

Tom

Account Manager

Specialist Subjects: New Business Inputting, Client Fee Processing

Tom is at Loughborough University studying Sport and Exercise Science. As part of his course he is currently on placement as part of Loughborough Sport's Strength & Conditioning team, working with Loughborough Lightning rugby and British Triathlon. He also works with British Swimming.

Hobbies: Going to the gym, watching football (Liverpool) and rugby union.

tom@circadian-rm.com

Katie

Financial Data Consultant

Specialist Subjects: Business Efficiencies, Data Quality, eValuations

katie@circadian-rm.com

 

 

 

 

Financial firms we support