Working with us

Providing the best possible service to our customers is more than an aim, it’s part of Parmenion’s DNA.

For financial professionals only


of queries answered in 20 seconds or less


of queries solved in just one call


Live chat rating from advisers


Defaqto service rating for SIPP, platform and DFM

Parmenion Office 4409

Putting customers first

Since day one, we’ve recognised the importance of exceptional client service and how it can improve advice businesses in more ways than one. From making sure clients get the right information first time to helping adapting processes for vulnerable clients, great service will improve your company reputation, build your client base and help your business thrive.

Read about our awards and ratings
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Putting your reputation in safe hands

Bad customer service can cost you and your firm money, customers, and reputational damage. According to research it takes 12 positive customer experiences to make up for 1 negative experience.

Source: Customer Service Statistics and Trends (

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.

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.

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 events and webinars

Our regular CPD accredited events help keep you on top of your 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.

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