About Parmenion

Launched in 2007, Parmenion is a rapidly growing, award winning technology and investments 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 £6.5bn. More than 1,500 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 67,000 of their underlying clients.

Parmenion is part of Aberdeen Standard Investments, the asset management business of Standard Life Aberdeen plc and one of the world’s largest investment companies.

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

Tom Dudley Tom Dudley Chief Compliance Officer
Peter Peter Dalgliesh Managing Director, PIM
Simon Brett Chief Investment Strategist, PIM
Chris Falconer Head of Development
Mark Bonehill Head of Sales, Central
David Woodburn Dave Woodburn Intermediary Partnership Director
Pat Patrick Ingram Head of Strategic Partnerships
Stephanie Davies Stephanie Davies Compliance Manager

Over 4,000 Advisers have chosen Parmenion to manage investments for more than 54,000 clients

Adviser Testimonies

“I have transferred one of my pensions to Parmenion…this was a very easy process and very intuitive”

I have transferred one of my pensions to Parmenion, and with no training this was completed in 10/15 minutes and all the paperwork came in one print. Compared to most platforms this was a very easy process and very intuitive.

 

Richard Wakem, Buchanan & Associates

Ken Carson, Adviser, Continuum

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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
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Case Studies

Tony Conner, Owner & 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. Read more

More case studies


Contact

Parmenion

Get in touch with us today


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