“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. Read more

“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

“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. Read more

“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. Read more

“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. Read more

“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. Read more

“Parmenion offers cost efficiency and the ability to run a more profitable business”

We chose Parmenion when we were looking to streamline our investment management process. We have benefited from cost and time saving which means we can run our business more efficiently and profitably. Parmenion is part of our main proposition and one of our preferred solutions. Read more

“Parmenion has helped us to de-risk our business”

Our main challenge was time. Time was spent trying to keep on top of information and operational processes, paperwork and dealing with product providers. This was all at the expense of time spent with clients. Read more

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

We wanted a smoother investment management process, with ease in processing applications from start to finish. 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

”In sourcing to de-risk our investment provision

Our key challenge was keeping abreast of all of the information that we had to check, to make sure that we select suitable investments. With Parmenion as DFM, we have managed to de-risk our business in terms of investment advice.

We can focus on the client relationship, working at the strategic level, getting the right asset allocation and not worrying about anything thereafter, such as fund selection and management. The variety of online options available mean that we add more value to what we do for the clients.

We have been able to make things simpler for clients, it’s that dilemma of are we doing enough or too much. Clients don’t want to see too much paper and paperwork. They want to know that there is a system and that it works. Parmenion helps us to do this.” a big efficiency gain for our business…”

Bailey Beaumont Financial Services


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