About Parmenion

We are an award winning technology and investments solutions business.

Launched in 2007, Parmenion is one of the fastest growing platform providers in the UK.

The value of investments under our management now exceeds £3.5bn. More than 1000 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 40,000 clients.

In 2015, Parmenion was recognised as one of the top 50 hottest financial technology companies in Europe.

Parmenion is part of Aberdeen Asset Management, one of the top European investment businesses and a global asset manager operating in over 26 countries around the world.

Our goal is to make investment simple and accessible to all.

  • Vision – to make investment simple and accessible to all
  • Focus – help Adviser firms build efficient and
    scalable businesses.
  • Role – to power compelling investment propositions built on a robust, repeatable and risk-based investment framework.

Our values represent what we stand for as a business and the principles that guide everything that we do.

  • Entrepreneurial spirit
  • Excellence
  • Innovation
  • Integrity
  • Client service

Our people

David Tanner Chief Operating Officer
Jeanette Cook Chief Compliance Officer
Richard Goodall Distribution & Marketing Director
Peter Dalgliesh Managing Director, PIM
Simon Brett Chief Investment Officer, PIM
Chris Falconer Head of Development
Mark Bonehill Head of Sales, Central
Patrick Ingram Retirement and Investment Specialist

Over 3,000 Advisers have chosen Parmenion to manage investments for more than 40,000 clients

Adviser Testimonies

“Client portal is very good and has won business for us

We wanted a smoother investment management process, with ease in processing applications from start to finish. With Parmenion, business is easier to conduct and it is technologically driven which fits the way we do business. We have our own app and clients click on the Parmenion logo, log in and go through to their valuations. It works really well.

The Premier Partnership

”In sourcing to de-risk our investment provision

Our key challenge was keeping abreast of all of the information that we had to check, to make sure that we select suitable investments. With Parmenion as DFM, we have managed to de-risk our business in terms of investment advice.

We can focus on the client relationship, working at the strategic level, getting the right asset allocation and not worrying about anything thereafter, such as fund selection and management. The variety of online options available mean that we add more value to what we do for the clients.

We have been able to make things simpler for clients, it’s that dilemma of are we doing enough or too much. Clients don’t want to see too much paper and paperwork. They want to know that there is a system and that it works. Parmenion helps us to do this.” a big efficiency gain for our business…”

Bailey Beaumont Financial Services
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

Irene Bauer, Chief Investment Officer

Twenty20 Investments

Twenty20 allow clients to leverage the efficiency of ETFs…

‘I first came across Parmenion a number of years ago and quickly realised this was a firm to watch out for. I was not wrong. After initial discussions it was encouraging to see how open Parmenion is to new thinking. From the get go, the team at Parmenion were good listeners and were prepared to do whatever it took to make our ETF Discretionary Fund Management proposition reach their high standards while capturing their prowess in technology to deliver value to clients and Advisers. The benefits of a centralised investment proposition utilizing ETFs is clear for all to see.’ Read the full case study

More case studies


Get in touch with us today

We would welcome the opportunity to talk about your business and the value of our services and solutions.

A great way to see how Parmenion and its award winning investment framework can work for you is to have a Parmenion representative walk you through the proposition.

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