How! Parmenion are proud and delighted to be a sponsor of the Paraplanner Powwow for 2020.
Powwow’s ethos – to gather, learn, fix and share – is totally in tune with our own ambition to make investing straightforward and help people get the most out of life.
And we’re long standing advocates of the paraplanner community. Our Head of Strategic Relationships, Pat Ingram, is a seasoned judge and presenter at multiple Paraplanner of the Year Awards, including, IFP, CISI and Professional Paraplanner.
He says:
Paraplanners add an extra dimension to the financial planning process and are invaluable to both good client outcomes and to mitigating compliance risk around advice. The support of a paraplanner is absolutely key to advisers delivering what their clients need with confidence and speed.
Richard Allum, one of the Powwow’s founding volunteers, gave Parmenion a very warm welcome.
Parmenion has been the topic of many conversations in the teepees, most notably last year during the Howwow on Mifid II Costs and Charges statements. We like the way they think, and look forward to collaborating with the team.
The feeling’s entirely mutual. We very excited to be joining the Powwow gatherings and conversations, in real and virtual teepees, to get to grips with the challenges paraplanners face, and understand what we can do to help.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.