Adviser success

The ever changing regulatory landscape, new technologies and shifts in consumer behaviour are all adding to the challenges Advisers face in delivering great personal advice service to every client.

Our services target your needs

We focus on what counts by helping Advisers achieve their business objectives, enhancing client satisfaction, reducing compliance risk and establishing a solid platform for growth.

Our services are simply integrated

To support Advisers, Parmenion simply integrate all the fundamental disciplines needed to deliver an investment proposition which meets and manages the expectations of clients.

Our solutions, your way

Whether it is combining different portfolio styles to match the objectives of a complex financial plan, applying your brand to marketing material, fine tuning asset allocations for a particular investor or finally working with clients online, the decision to select Parmenion as your partner means greater control of your proposition.

With you for the journey

We have worked with Advisers over many years and we are keen to share our valuable experience. From your initial research and due diligence, through to building an investment proposition right for your clients, to ensuring ongoing suitability, let us share the journey and offer our assistance every step of the way.

We like to keep things simple