Since partnering with Circadian we now have the assurance that our income reconciliation will be administered promptly and professionally. They have the in-depth knowledge of Intelligent Office Software therefore their service to its users is mutually beneficial. They are a leading service provider in this niche back-office functionality. Our Best wishes for continued success of the Circadian Team.
Aru Sinha – Bradbury Hamilton Limited
“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
Since outsourcing our Income Reconciliation to Circadian in 2017 it has freed up a significant amount of my time and cost to the business.
We have reduced the risk of having one person responsible for this process and can fully rely on Circadian to complete this process on time and accurately.
Steve Slough, Black Swan Financial Planning
“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
We have used the services of Circadian for over 2 years and find them to be both accessible and professional in all our dealings with them. They make processing our monthly income reconciliation a simple and painless experience, which we would find time consuming to do ourselves.
Neil Miller, Breed Elliott
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
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
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
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