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 £9bn. 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
Over 5,000 Advisers have chosen Parmenion to manage investments for more than 70,000 clients
“I’ve transferred one of my pensions to Parmenion…it was a very easy and intuitive process “
Ken Carson, Adviser, Continuum
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.
Eldon Chartered Financial Planners
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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