The verdict is in: advisers have voted Parmenion number one for contact centre service in the Investment Trends UK Adviser Technology & Business Report 2026*.
As your Secret Service Agent, I’ve been investigating exactly what’s behind this recognition. My mission? To uncover what the Client Services team has been doing behind the scenes during the first half of 2026, and why our approach to service continues to make a difference for advisers.
The past six months have put the team through their paces. From the busy return after Christmas, to the pressures of Tax Year End, and even working through record-breaking heatwaves, the mission has remained the same: be there when advisers need us, resolve queries quickly, and make every interaction count.
Having worked with the team through it all, I’ve seen first-hand the extra miles they go to. Here’s my report…
Service stats: mission accomplished
Our H1 service performance shows the team’s continued commitment to delivering a straightforward, responsive experience:
These results highlight what advisers value most: quick answers, accurate support and a team that’s ready to help.
In their annual study of the operational realities for UK advice businesses, Investment Trends also rated Parmenion number 1 for adviser support services, recognising the advisers’ experience when they contact us.
We were number 1 for speed and accuracy of solving problems too. With an average call duration of just 4 minutes and 21 seconds (excluding hold and wrap-up time), and a 4.8/5 live chat rating, it's clear advisers appreciate a service that is both efficient and effective.
*Rated by primary and secondary platform users. Investment Trends UK Adviser Technology & Business Report 2026.
Agent spotlight: recognising excellence behind the scenes
We’re committed to helping the people in our teams grow and develop. Our Senior Pathway supports Client Services consultants as they build their knowledge, confidence and expertise.
Callum is the first member of the team to successfully complete this journey, becoming a Senior Client Services Consultant. He has played a key role in improving our processes and developing specialist knowledge.
“I'm delighted to have recently moved into the Senior Client Services Consultant role. It's been fantastic to see how the team have consistently delivered high service and introduced new ways to support advisers throughout the first half of the year!” - Callum G
Mission complete, service continues
Being recognised as number one for contact centre service is something we’re incredibly proud of, but our mission doesn’t end here.
We’ll continue listening to advisers, improving the platform and delivering the reliable, expert support you need.
Get in touch to find out why were a top recommended financial adviser platform. Who knows, you might even be talking to the Secret Service Agent who wrote this!
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.
