Company description

We’re an investment platform that just works. We support financial advice firms with the creation, operation, and support of their Investment Proposition. 

Our proposition is founded on the seamless integration of three key disciplines: supporting your Investment Proposition, award-winning service and intuitive technology. All of these enable us to reduce operational risk for your advice firm and improve your profitability through greater efficiencies. In turn, you’ll be able to deliver a streamlined client experience, enhanced by our easy-to-use technology.

 

When you join us, you will gain access to our broad suite of investment solutions, each aligned to our proven risk management framework through our inhouse discretionary managed portfolios. So, whatever your client’s needs and preferences, we have a suitable portfolio option. All the heavy lifting of managing your Investment Proposition is handled by us and our service model is award-winning - testimony to the quality of our support.

As the world changes and customer needs evolve, advice firms need to adapt. With a long track record for innovation, we’ve been a pioneer in the development of helping you run your own model portfolios, access to 3rd party DFMs, online advice services and ESG investments. We’re able to support advice firms by giving you the investment management choice that’s right for you. However you want to run your Investment Proposition, you’re in the right place

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Services available

Look up details of your Regional Sales Consultant here, call us on 0117 204 7678 or email us at  clientservices@parmenion.co.uk.