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Parmenion

Financial Services · Bristol, England
Website: www.parmenion.co.uk

Launched in 2007, Parmenion is a rapidly growing, award winning technology and investments solutions business. We’re the part ... ner of choice for more than 1,500 adviser firms looking after over 80,000 clients and trusted to manage in excess of £8bn on their behalf. Parmenion support growing adviser businesses by providing them with a range of investment solutions to cater for every client life stage and challenge, on a platform that’s a joy to use. We free up time for advisers to plan with their clients, while we concentrate on delivering consistent investment outcomes, efficient processes and great customer service that builds relationships and reputations. Our strength comes from seamlessly integrating three core disciplines, discretionary investment management, platform services and intuitive technology. • Discretionary investment management – Outsourced investment without loss of control, built on a robust, proven risk framework aligned to investment return expectations. • Platform services – Service first model providing operational and customer support that builds long-term relationships. • Intuitive technology – Proprietary technology built exclusively for DFM. Clear focus and no compromises. Our integrated offer makes it easy for Financial Advisers to operate a centralised investment proposition. By doing all the heavy lifting, we provide scalability and reduced business risk, leaving them to focus on what is important: developing their client relationships. While delighting our customers will always come first, we’re very proud of the accolades we receive from the industry too. From Best Platform for Advisers (AUA below £25bn) at the Professional Adviser Awards 2021 to a host of Defaqto diamonds and stars for our investment solutions and our service, this recognition drives our commitment to continuous improvement. Our goal is to make investing straightforward so people can get the most out of life. read more

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