Location: Haywards Heath
Website: www.charltonwealth.com
Using Parmenion since: 2024
We sat down with Principal IFA Gareth Nelson to see what the Charlton Wealth Management team think about Parmenion.
If you've a cargo ship turning around in the Panama Canal, a lot of those ships just can't do it. Parmenion would.
Gareth Nelson
Principal IFA
What services do you provide to your clients?
Charlton Wealth Management is a fully independent financial planning and wealth management company. We fundamentally believe that value-driven financial advice changes our clients' lives for the best. To deliver this, we concentrate on building relationships that create trust, both with our clients and our partner firms. We only source from the best of breed. Success is no accident, it's a product of hard work, perseverance, sacrifice – and most of all, a love of what you're doing. We look for that ethos within our partner firms.
How does Parmenion’s approach differ from other platforms you’ve worked with?
When we chose to partner with Parmenion, we were looking for someone that understood us, our vision and our clients. Parmenion took the time to engage with us and with that understanding, they were then able to tailor their solutions to match our needs, rather than a one-size-fits-all operation. We also wanted a partner that could complement our current proposition and evolve with our future vision that we're looking to deliver to our clients.
How does Parmenion make investment management and operations more efficient for your business?
Throughout the whole process, it’s clear that Parmenion are committed to us, and in doing so, they’ve been able to give us back a lot more control into our back office, which has enabled us to be a lot more responsive to client led requirements, such as pension payments or withdrawals. This responsiveness means we can deliver a smoother, more direct client experience - without relying on third parties or managing long wait times. That’s really important to us.
How would you describe the service and support you receive from Parmenion?
From the outset, Parmenion took the time to understand our business, and that’s been invaluable. There’s an old Roundtable motto: adopt, adapt, improve – and it's clear to me that as a proposition and technical partner, Parmenion achieve that. They’re large enough to deliver robust solutions, but small and nimble enough to adapt quickly when we need them to. If you've a cargo ship turning around in the Panama Canal, a lot of those ships just can't do it. Parmenion would.
What are three words to describe Parmenion?
It's quite clear. Proactive, effective, partnership. I'm really proud of our relationship with Parmenion and I'm proud that they're party to being an outcome for my clients.
