About Parmenion

“I’ve transferred one of my pensions to Parmenion…it was a very easy and intuitive process “

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

“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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“Parmenion has enabled us to become more efficient”

It has enabled us to significantly reduce the time spent on our operational processes and meant we can focus more resources on delivering additional value to our clients. In short, we have become more efficient and have reduced the level of risk we previously had within our business.
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Why do you use Parmenion?

To systemise your processes, and pass the risk and hassle of building portfolios and maintaining them to a third party…

Mark Polson, The lang cat

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

…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

“We’ve managed to de-risk our business in terms of investment advice…

…we can focus on the client relationships, getting the right asset allocation and not worrying about fund selection and management”

Bailey Beaumont Financial Services