Our partners

We collaborate with other like minded and professional experts within the Financial Services & Training Sector.
Read more about our trusted partners below.

Navos Technologies

Navos Technology Consulting: Expert technology advice, execution and support for the financial services industry, helping you make informed decisions to drive your business forward:

Advisory & consulting – tech strategy, audits, risk management
Data & analytics
Cyber security, data centre & infrastructure
Software development

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Intelliflo

Intelliflo puts their combined experience and expertise to work for their customers across the globe. They deliver intuitive financial solutions that simplify their processes, adapt to their customer needs, and help their businesses grow.

Circadian is a certified partner of Intelliflo.

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Plannr

Plannr is a collaboration of smart advisers and bright developers, building what the market needs; a product for the profession, built by the profession.

Circadian is a friend of Plannr.

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Thistle Initiatives

We have been helping UK and overseas firms acquire FCA regulated businesses since 2012. Over that time we have handled regulatory due diligence on more than 85 regulated entities, advising on transactions worth over £8 billion. If you are looking at acquiring a regulated firm, our expert team can help. We offer a range of acquisition due diligence services to help you fully understand the regulatory risk any transaction poses.

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Sprint Enterprise Technology

Sprint Enterprise is a financial services data specialist, enabling companies to do more with investment data. They do this via their data integration hub (FINIO) & client reporting solution (Fastrak).

Their award-winning data hub, FINIO, is helping to bring about a more integrated industry, seamlessly connecting financial institutions for the flow of complex investment data.

Their reporting solution, Fastrak, enables firms to produce fully branded, detailed valuation and portfolio management reports.

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8AM Global

8AM Global is a leading boutique asset manager specialising in innovative Model Portfolio Service (MPS) solutions. Founded in 2006, our team has been dedicated to crafting and delivering top-tier MPS since 2015. Whether off-the-shelf, white-label or bespoke mandate, we prioritise data-driven investing and transparency. By minimising human bias and leveraging advanced analytics, we aim to deliver consistent top-quartile returns at low cost. Our focus on clarity and efficiency ensures exceptional value for our clients.

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Informed Training

Informed Training is an Independent provider of Consultancy and IT Systems Training services. They continue to work closely with the Financial Services Sector using our wealth of experience to help you get the best from your systems. They also work with a number of other industries and organisations and with interactive training as opposed to a long demonstration of what your system can do, we can help you use your systems more efficiently too.

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IFA Dataflow

IFA Dataflow was formed to bring data solutions to the professional financial adviser and product provider market. Their solutions are themed around the flow of data from provider to advisers and providing data that can be utilised in industry back office systems. They use leading edge technology to automate these processes, to reduce costs and improve productivity for advisers.

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OUR TRUSTED PARTNERS

Who we work with

Our partners

Navos Technologies

Intelliflo

Plannr

Thistle Initiatives

Sprint Enterprise Technology

8AM Global

Informed Training

IFA Dataflow

Let’s talk - 0845 4750 905

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