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.

    Favourite Movie: Grown Ups


    07834 732827 - 0845 475 0905

  • 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.

    Favourite Movie: This Is Spinal Tap


    0845 475 0905

  • 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 &, in general, football fan.

    Favourite Movie: The Great Escape


    0845 475 0905

  • Ross

    Account Manager

    Specialist Subjects: Statement chasing, product provider liaison, fee processing

    Ross studied at Woking College, Woking, completing his Sport Diploma Level 3 - Distinction Grade & BTEC Level 3 Subsidiary Diploma in Business Studies – Pass grade.

    His main hobby is football, he is currently signed on a semi-professional contract at Metropolitan Police FC (On loan at Staines Town FC) He also likes to keep fit and is a member at PureGym & Golf.

    Favourite Movie: Step Brothers

    0845 475 0905

  • Chris

    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.

    Favourite Movie: The Muppets Take Manhattan

    0845 475 0905

  • 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.

    Favourite movie: The Shawshank Redemption

    0845 475 0905

  • 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.

    Favourite Movie: Hot Fuzz

    0845 475 0905

  • Katie

    Financial Data Consultant

    Specialist Subjects: Business Efficiencies, Data Quality, eValuations

    0845 475 0905