Investments are aggregated into a single independent nominee, giving Advisers and their clients peace of mind that the assets are segregated from those of the Parmenion business.
Periodic valuation reports give investors clarity of investment performance together with details of all transactions and charges.
To help Advisers shape effective financial plans, our portfolios can be held in a wide selection of cost effective tax wrappers, such as our uniquely flexible Self Invested Personal Pension. Offerings from specialist providers and insurers are also available.
We support Advisers in their day-to-day use of our services and solutions. Our Client Services team are committed to making it easy to do business.