Working with us
Providing the best possible service to our customers is more than an aim, it’s part of Parmenion’s DNA.
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
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.
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.
Get in touch, your way
We make it easy for you to get in touch with us in a way that works for you.
Real time support is vital. We’re proud to say 87% of calls were answered in 20 seconds or less. No menus, no queues. A real person. Every time.
Live Chat is an increasingly popular way for advisers, planners and administrators to contact us. As of May this year, our live chat responses were rated 4.7 out of 5.
Efficiently routed by our state-of-the-art case management system, with 88% responded to within 48 hours.
We see what you see, for intuitive, secure, and engaging walkthroughs of our platform.
Hundreds of articles at your fingertips, covering everything from processes to step by step guides and how to videos.
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.
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.
Find out more
Find out more
Your regional contact
View our map of the UK to see which representative covers your area.
Cost and charges
Get to know what we charge for our service and what that might mean for a typical client.
Don’t just take our word for it, hear from real advice business on how Parmenion has helped their businesses thrive.
Speak to us and find out how we can help your business thrive.