There are three things I think about Parmenion. They are very technology focused – it’s a technology rather than sales focus. They listen to advisers, and they’re dynamic.
Rob Bray
Owner, Imperious Capital Partners Ltd.
What services do you aim to provide to your clients?
Imperious Wealth is a very small financial planning business with a specialisation in small business owners who are approaching or in retirement.
How long have you been working with Parmenion?
We've been working with Parmenion officially for about a year or so, but unofficially on various side projects, for around four years.
Why did you choose to partner with Parmenion?
I have a technology background, so I've been involved in the platform industry in various shapes and forms, not only as an adviser, but also trying to move the whole experience for clients and advisers onwards by better adoption of technology. At the moment, Parmenion is the best place to do that.
What do you like about Parmenion?
There are three things I think about Parmenion. They are very technology focused – it’s a technology rather than sales focus. They listen to advisers, and they’re dynamic.
I find work gets done rather than be promised and then it not be delivered which seems to be the norm with other platforms.
How does Parmenion differ from other companies?
One of the biggest differences is that its background has been driven from an adviser/investment perspective and upwards rather than from an office mentality to end users of clients downwards.
That makes a very big difference in the journey towards a positive outcome in favour of clients.
Please describe Parmenion in three words:
Progressive, dynamic and engaging.