David joined Parmenion in early 2016, working within our dedicated business development team who support the ever-increasing number of financial advisers that use our award winning digital technology to create or improve their own Centralised Investment Propositions.

With over 16 years’ industry experience as both a Financial Adviser and the last 10 years in business development, holding roles with The Hartford, Ascentric and Brown Shipley.

David understands the ever changing regulatory challenges and obstacles that investment individuals and companies face and remains passionate about helping them evolve and reshape their business models, building modern dynamic yet robust Centralised Investment Propositions, which in turn support scalability and superior client outcomes and engagement.

Contact David

Tel: 07964 921 358
Email: david.beattie@parmenion.co.uk