"Tim and his team at Circadian support us with our commission and fee reconciliation on Intelligent Office. We find them very easy to deal with and receive quick answers and responses to any queries that we have. Our payments are reconciled accurately and on time each month and have helped us attain a high adviser score on the IO index for Income.
Using the services of Circadian gives us access to their expertise, getting an accurate an efficient service so we reduce the risk compared to of having one person in-house doing the income reconciliation, and allows us to focus on financial planning with our clients..”
Sarah Elson DipPFS, Chartered MCSI
Tim at Circadian was recommended to us to help us through using income and commission payments on Intelligent office.
Our initial thoughts on the system was that it would be impossible to learn but with Tim’s expertise we are happily using the Income system and love the results we are getting.
We highly recommend Circadian to anyone embarking on using the iO system.
Allison Doherty, Client Relationship Manager
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
Having gone live with Intelligent Office in 2019 we needed extra training and support to get our income and commission payments set up.
Tim at Circadian was recommended to us and have never regretted making contact. His depth of technical knowledge and endless patience has proved invaluable to our business.
Quite frankly I don’t know how we’d have got by without him! I have no hesitation in recommending Tim and his team to any IFA firm.
Helen Cooke BSc (Hons) ALIBF Cert PFS - Managing Director
“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
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
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
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
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
“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