How we work with your adviser

We’re the people who invest your money once you’ve agreed your financial plan with your adviser.

Please note:
  • Parmenion don’t offer financial advice.
  • Past performance doesn’t guarantee future returns.
  • Investments can go down and up, and you may get back less than you invest.
  • There’s no guarantee that the investments will meet their objectives.

How it works

Simply put, we’re here to make it as easy as possible for your adviser to invest and manage your money after they’ve agreed a financial plan with you. Here’s how it works:

What your adviser does

01

What your adviser does

  1. Your adviser will work with you to understand your future financial needs.
  2. Together you’ll explore the level of risk you can afford and are willing to take to reach your goals.
  3. Then you’ll both agree the best way forward, which will include choosing the right investments, and the most tax efficient way to hold them.

What we do

02

What we do

  1. Our award-winning technology helps them place your money in the investment option and wrapper they’ve recommended. You can then login and see how they’re doing whenever you like.
  2. If your adviser has chosen one of our in-house investments (or investments from another investment manager), they’ll be managed in line with the investment mandate you’ve agreed with them.

Or

  1. If your adviser is using an investment that’s managed by them, they’ll still manage it in line with what you’ve agreed, but you might need to give consent through our app now and again for any changes.

How we work with you and your adviser

Parmenion and your adviser

Your adviser will use our platform to service your financial planning needs, like transferring your account from another platform or taking a withdrawal.

After you've agreed a suitable investment solution to meet your objectives with your adviser, your money is invested by Parmenion and administered on an ongoing basis.

We mainly deal with your financial adviser, so whenever you want to make changes or request something, your adviser will do this on your behalf through our platform. Your adviser oversees the suitability of your investments, we administer your portfolio(s) and their investments

Parmenion and you

You have access to an online portal where you can see your investment performance, access reports, and manage documents.

Our support team is also here to help with any administrative queries, and to make sure you get timely and relevant information about your investments.

If you and your adviser decide to invest with Parmenion Investment management, we'll make sure your portfolio is managed in line with the investment mandate agreed with your adviser.