About Parmenion

Launched in 2007, Parmenion is a rapidly growing, award winning technology and investment solutions business.

Our strength comes from seamlessly integrating three core disciplines: discretionary investment management, platform services and intuitive technology.

Our unique, integrated offering makes it easy for Financial Advisers to operate a centralised investment proposition. By doing all the heavy lifting, we provide scalability and reduced business risk, leaving them to focus on what is important -developing their client relationships.

The value of investments under our management now exceeds £8bn. More than 1,500 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 80,000 underlying clients.

Parmenion is on a mission to make investment simple and accessible for everyone.

 

We help Adviser firms to build efficient and scalable businesses, supporting them in offering compelling investment propositions, delivering the best possible service to their clients and meeting the growing demands of the Regulator.

Dependable

We do what we say we’ll do

Focused

We share your ambitions

Intelligent

We harness the best brains in the business

Progressive

We deliver continuous improvement

Assured

We help you build trust and confidence

Straightforward

We speak your and your clients’ language

Our people

Sarah Lyons Chief Marketing Officer
Emma Thomas Chief Financial Officer
Mark Steers Chief Distribution Officer
Peter Dalgliesh headshot Peter Dalgliesh Managing Director, PIM
Chris Falconer Chief Architect

Over 5,000 Advisers have chosen Parmenion to manage investments for more than 70,000 clients

Adviser Testimonies

“I’ve transferred one of my pensions to Parmenion…it was a very easy and intuitive process “

Richard Wakem, Buchanan & Associates

Ken Carson, Adviser, Continuum

More Adviser Testimonies

Industry Feedback

“Parmenion’s Interact online advice tool is allowing an increasing number of advice firms to walk the walk”

Whilst (many) others are talking the talk about technology, Parmenion’s Interact online advice tool is allowing an increasing number of advice firms to walk the walk. Services such as Fiver a Day, Wealth Horizon and Simply EQ from EQ Investors are all powered by this kit.

Hero of the Year - Direct Platform Awards, 2016, The lang cat
More Industry Feedback

Case Studies

Gemma Siddle, Director

Eldon Chartered Financial Planners

“Our partnership with Parmenion has provided the investment proposition we wanted”

Our partnership with Parmenion means we are able to focus on building long-term relationships with our clients; providing excellent client service at all times. We can now spend our time on financial planning instead of fund selection and performance, which is time consuming and this is time that could be spent with clients.
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More case studies