Jim joined Parmenion in 2024 as Regional Sales Director for the North East. He works within our dedicated business development team, offering support to financial advisers using our award-winning digital technology to create or improve their own Centralised Investment and Retirement Propositions.

He brings 15+ years of industry experience in the Financial Services sector, specialising in Platforms, Investment Management and distribution to UK IFA’s - having worked for Heartwood, Tilney and PortfolioMetrix previously. 

Jim also has a strong understanding of the competitive and changing landscape for MPS, OEIC and Custom MPS, making him the ideal person in guiding professionals through the complex landscapes of regulation, investment, and technology. 

He also holds an MBA from Leeds Business School. 

Contact Jim

Tel: 07387 268 652
Email: Jim.Clay@parmenion.co.uk