Advisers who know us, love us: we've been named NextWealth Adviser Reviews Platform Champion.
I’m delighted to share some fantastic news: following their latest Adviser Reviews survey, Parmenion has been recognised as a NextWealth Adviser Reviews Platform Champion. In that report, advisers rated us 4 or above (out of 5) in every single category - and crucially, scored our overall performance also above 4/5.
About NextWealth
NextWealth is the go-to research firm helping the financial advice profession stay ahead of the curve, using adviser feedback and thought‑leading insights to highlight what really works.
Their Adviser Reviews Report 2025 looks at everything from risk profiling to client portals, drawing on feedback from over 1000 advice professionals.
Being named a Platform Champion by NextWealth isn’t just about performance reports or peer recognition - it’s real advisers telling us they love working with Parmenion.
About Parmenion
For those less familiar, here’s a brief snapshot of who we are:
- Since 2007, Parmenion has provided award-winning investment capability and a broad range of investment solutions to support ambitious financial advice firms.
- With over £10 billion in assets under management/administration, we partner with 1,500+ adviser firms to support around 70,000 clients.
- Our platform is built in-house from the ground up. That means there are no dependencies on third-party providers for core functionality, and we can adapt features rapidly.
- We offer a flagship range of portfolio solutions (growth, income, blended, ESG), the ability for advisers to run their own models, or co-manufacture models in partnership.
- Our adviser satisfaction is already high: in the Investment Trends UK Adviser Technology & Business Report, we have ranked consistently 1st or 2nd among platforms for several years, and advisers’ feedback averages around 4.7/5.
- We deliver frequent platform updates (26 releases a year), high uptime, and seamless integration with CRMs and back-office systems.
So, when advisers rate us so strongly, it reflects the combination of technology, support, and alignment with their core needs.
Adviser voice
Here’s what Jakob Payne, Director of Crocus Wealth, had to say about working with us:
Hearing feedback like this is what continues to drive us forward.
What’s next
We’ll be proud to showcase the Platform Champion badge and share this achievement. We hope it reassures existing advisers and highlights to prospective partners the strength of our offering through the lens of adviser feedback.
If you’re interested in seeing what sets Parmenion apart, please get in touch.
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.
