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Intelliflo to provide business management system to Mazars’ Financial Planning Division


Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system.

Mazars is an integrated and independent international organisation specialising in audit, accountancy, tax and consulting services. The firm operates in 77 countries around the world and has 17,000 professionals globally. In the UK, Mazars is a top 10 firm, with more than 130 partners, 1600 employees and 19 offices.

Mazars Financial Planning Ltd provides tailored financial planning advice and wealth management to private individuals, business owner-managers and trustees, whether private or charitable. The team is well regarded by industry peers and leaders, and has been awarded Incisive Media’s Gold Standard Award for Independent Financial Advice for five consecutive years. 

Hamish Purdy, Intelliflo’s Chief Executive Officer (CEO), says: “Mazars represents a significant addition to our client list and we look forward to working with them to provide benefits that will enhance their own business and the high level of service they offer to their clients.”

David Baker, Partner at Mazars Financial Planning Ltd, says: “We are extremely impressed with the web-based functionality and innovative range of services offered by Intelligent Office. We are confident this will enable us to provide our clients with a leading-edge digital solution to meet their financial needs.”

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