Caerus Wealth boasts an IFA and a Multi Tie arm. They have taken on The Circadian team to deal with all their income’ reconciliations.
“We researched the market when we were looking for the best people to provide top class support on the crucial matter of payments to our very discerning firms and advisers. Our research suggested Circadian were the best and their subsequent performance has proven their reputation for technical excellence and superb service is fully justified.”
Keith Carby, Chief Executive, Caerus Wealth
After 22 years of working under an umbrella IFA firm, the prospect of managing our own fee’s and commissions was certainly a daunting one.
The correct decision was therefore made by us to outsource some key components of this function - and we have been extremely happy with the way that this has been handled from day 1.
We would recommend Circadian to similar IFA firms as we value both their work and their integrity.
Sean O'Connor, The Medical Partnership
“The help and assistance I’ve had from Circadian has been wonderful. Their knowledge of iO has been extremely useful beyond income reconciliation. It was a good decision to work with them because knowing they are helping in the background is very reassuring”.
Malcolm Coury, Managing Director, Dartington Wealth
What was the most beneficial aspect of using Circadian?
Being able to contact them knowing that any issues relating to commission/fees or splits etc would be dealt with efficiently
Not having to handle commissions ourselves!
Karen Fox, Create Financial Management LLP
I would like to acknowledge how impressed I have been with the knowledge and professionalism I have experienced during my dealings with Tim at Circadian. He provided me with the training which has enabled me to be competent in using the system I work with. I have had to ask questions since my training and Tim always provides a prompt response which is invaluable. It is not often that you come across a company that provides such excellent service so I thank you for this.
Michelle Fotheringham - Advice & Wealth Management Solutions LLP
We began using Circadian at the end of 2016 following a large increase in our administration work. Circadian took on the role of processing our adviser pay and have done a fantastic job.
We had a large amount of fees which were not allocating each month but Circadian have worked closely with us and providers to obtain electronic monthly statements which has removed the majority of unallocated fees.
We have had a very good experience using Circadian and working with Tim and his team.
Adam Smith - Independent Financial Adviser
“I have had the pleasure of working with the Circadian team for quite a number of years now and they have without exception, provided the highest level of service and support throughout this time. Reconciling fees and commissions no longer consumes large amounts of our time, freeing up myself and my administration support to concentrate on income producing activities. I cannot recommend Tim and his team highly enough”.
Tim Sawyer, Partner Foster Denovo
Intelliflo have worked closely with Circadian as part of the Intelliflo Certified Partner Programme. The Circadian team use their in-depth knowledge of Intelligent Office to provide services to Intelligent Office users, with a strong focus on adviser remuneration. They have a proven track record in increasing the use of Intelligent Office functionality to drive further efficiencies within users businesses.
Neil Andrews, Head of Client Services, Intelliflo
Thanks for all your help this year. We were a million miles away when we first spoke but have now closed November and so will be up to date at the end of the year which didn’t seem possible. Hopefully we can now stand on our own two feet.
Dip PFS, Certs CII (MP & ER), Partner
Peter Sedgwick - Mortgage & Insurance Adviser - Paragon Financial Partners LLP
"I decided to outsource our commission reconciliation to an expert of our back office system (Intelligent Office) rather than employ a new member of staff and deal with all the training costs and normal employee problems that can result from this.
We have been using Circadian's services for some months now and during that time we have found Tim's expertise and knowledge of our system to be second to none and nothing seems to much trouble.
I must say we made the right decision!"
Adrian Allen, Owner, Allen Financial
Tim and his Circadian team, have been easy to work with, and produce the required figures on Intelligent Office in relation to commission/fee reconciliation. This is substantial job which we have been very happy to pass over to them. They have carried out this task diligently and efficiently. I would be happy to recommend them to anyone looking for this service.
Donalda Mackintosh, Director, AMLP Financial Planning Ltd
The appointment of Circadian to look after our income reconciliations has had a positive impact for us. We do not have to go through the process of trying to employ a commissions clerk which is a difficult role to fill as it’s quite a niche skill. We've built a very professional relationship with Circadian and have been very happy with the way things are going and the service Circadian are providing. The communications we receive from our account manager have been very good too.
Sue Godwin, Finance & Operations Director, Pareto Financial