Working with us

What makes Parmenion such a special business for our customers is a relentless focus on service quality.

For financial advisers only


of queries answered in 90 seconds or less


of queries solved in just one call


Live chat rating from 6,505 advisers


Defaqto service rating for SIPP, platform and DFM

Parmenion Office 4409

Award winning service

We free advisers, paraplanners and administrators from the frustration of no one answering, being kept on hold or their queries being passed from pillar to post. Whether you contact us by live chat, email or phone, we’ll do our utmost to answer fast and, wherever possible, resolve it on the spot.

Read about our awards and ratings

Keeping you informed

Adviser Insight newsletter

Our two-weekly newsletter keeps you up to date on all things Parmenion. From thought leadership to market commentaries and more, it’s there to support your conversations with clients.

Investment reporting

With our quarterly factsheets, asset allocation updates, and dedicated reporting on our dynamic Conviction and Tactical solutions - you can be confident you’re always in the loop.

CPD accredited events and webinars

Our regular CPD accredited events help keep you on top of our 35 hours. Featuring our investment team, in-house experts, and sometimes special guests, they cover everything from investment to retirement planning and even information security.

Supporting documents and material

On top of our investment reporting, we also provide you with a raft of material to support your technical knowledge and the financial planning process. From market insight to guides and reporting.

Speak to us and find out how we can help your business thrive.