Platform services

Award winning customer service.

Safe custody

Safe custody

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.

Transparent reporting

Transparent reporting

Periodic valuation reports give investors clarity of investment performance together with details of all transactions and charges.

Tax wrapper choice

Tax wrapper choice

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.

Business support

Business support

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.

Parmenion

Get in touch with us today


We would welcome the opportunity to talk about your business and the value of our services and solutions.

A great way to see how Parmenion and its award winning investment framework can work for you is to have a Parmenion representative walk you through the proposition.

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