“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

“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

“Very competitive across portfolios and users rate it highly on value”

Parmenion’s cliff‐edge pricing makes it very competitive across portfolios and users rate it highly on value. It comes out as above average in both categories.

Platforum - Adviser Platform Pricing Guide, October 2016

“We love the simplicity of using the platform”

Parmenion is a core element of our Centralised Investment Proposition. With their ongoing support, we are able to offer a range of investment solutions to our clients and co-brand our services, which is important to us.
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“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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“We benefit from excellent client service”

After making the big decision to outsource to a DFM, we quickly realised Parmenion was the partner for us. We see ourselves as Financial Planners first and foremost, and Parmenion helps us to free up our time so that we can spend it with our clients. It also means we can focus on our service delivery and spend less time fund picking and managing funds. This suits us and our clients.
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“We can offer a high quality investment solution, at a reasonable cost and deliver it on a large scale”

After reviewing a significant number of DFM solutions, Parmenion was the one that we knew could provide us with the greatest efficiency gain for our business. It was also the most cost effective, so the cost and time savings within the business have been significant.
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“Parmenion allows us to outsource without losing control”

Partnering with Parmenion has meant we can outsource to a DFM yet maintain control of our investment proposition. It gives us the best of both worlds and we have joint oversight of investment decisions.
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