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.
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.
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 and in general, football fan.
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.
Chris
Senior Account Manager
Specialist Subjects: New Business Inputting, Client Fee Processing
Chris studied at Staffordshire University, Stafford, completing a 4 year sandwich 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.
Izabela
Senior Account Manager
Izabela has worked in Financial Services since 2016, starting as a receptionist at an IFA firm and progressing through to financial admin, including fee and income reconciliation. Izabela became Income Manager for a large Financial Services intermediary in February 2020 and in February 2024, became part of the Circadian team. She completed the AAT Foundation Certificate in Accounting in 2020 with a distinction, and has plans to do the AAT Level 3 and 4 Diplomas at some point in future. In her spare time, Izabela likes to socialise with friends, reading, going to the gym, and travelling with her boyfriend. Her most memorable trips are going to Rio Carnival in Brazil and trekking to Annapurna Basecamp in Nepal.
Steve
intelliflo office Consultant
Specialist subjects: Advice Journey. Training Delivery. Data landscape and cleansing. IO store Apps. “In-Flight” case troubleshooting and resolution via our unique Helpdesk facility.
Steve has worked with Intelligent Office since 2019 supporting a live helpdesk for a large adviser network with hundreds of firms and thousands of users, assisting with everything from basic training to complex troubleshooting and root cause analysis.
Before moving into intelliflo office, Steve spent over 20 years in the print sector managing products and manufacturing processes in a highly regulated, compliance-driven environment where “right first time” was the only standard. He is a founder member of the Institute of Paper, Print and Publishing and has extensive experience working with regulatory software across multiple industries.
Outside work, Steve enjoys the outdoors, electronic dance music and motorcycles.
Manisha
intelliflo office Consultant
Manisha is an experienced intelliflo office consultant with over 12 years in the fintech and wealth management sectors. She helps financial advice firms streamline operations, improve data accuracy and enhance the client journey.
Having previously worked at Intelliflo as a Customer Success Manager and Onboarding Executive, she brings deep platform knowledge and a practical, hands-on approach. Manisha supports firms with workflow design, task automation, income reconciliation, process mapping and data quality improvements, as well as configuring the Personal Finance Portal (PFP) to create a smoother client experience.
At Circadian, she works closely with advice firms to deliver system improvements that support efficiency, compliance and growth.
Outside work, Manisha is a proud mum of twin girls and enjoys travelling, especially to Dubai, discovering new places to eat and spending time with family and friends.
