I can see exactly why Parmenion are consistently voted top by advisers and by the independent research agencies. I'd certainly rate them number one for their service and for platform user satisfaction.
Greg Simkin
Managing Director
Location: Fareham Hampshire, working with clients across Hampshire, Dorset, Sussex and surrounding areas.
Website: https://www.unitywealthmanagement.co.uk/
Using Parmenion since: 2017
We sat down with Greg Simkin – Managing Director to see what the Unity Wealth Management team think about Parmenion.
What services do you provide to your clients?
Unity is a family run financial planning business, working with clients to understand their individual goals and build personalised financial plans that help them achieve their desired lifestyle, both now and into the future.
Why do you enjoy working with Parmenion?
We love working with Parmenion because they're more than a provider to our business. They're a really valued business partner for us. I've known the Parmenion team since 2015 and throughout that time they've always delivered outstanding client service.
It's their ability to go the extra mile. If there's a challenge, they take ownership and they get things resolved quickly and efficiently. That partnership ethos and client centric culture means we work brilliantly well together.
How does Parmenion’s approach differ from other platforms you’ve worked with?
The fact that they do their own platform development in house - that's a huge advantage. It means we can be confident that they'll stay flexible as our business grows and continue to be a great fit for the way we work.
Communication between us is the best I've ever experienced, whether that's getting insight on markets from the investment team or briefings from our regional support team on the latest platform developments.
How does the added efficiency from Parmenion influence your day-to-day work?
It makes a huge difference to our back-office team. Our client relationship team and our paraplanners give glowing feedback on their day-to-day experience.
The platform is so simple and straightforward to use. They feel confident they won't make mistakes and that in turn means they're happier in their work. That's so important to us. Better efficiency means less stress and more time to focus on growing our business and most important of all, looking after our clients
Do you have any figures that show how efficiencies have impacted your team’s day-to-day work?
Our account onboarding time. Between January 2025 and August 2026, the time taken from initial client enquiry to all funds settled on platform more than halved. Our clients' money is invested quickly, there's less chasing for the back office and we get paid more quickly, which is important for a growing advice business.
How would you describe the service and support you receive from Parmenion?
Excellent, personable, dependable and first class. Every interaction we have with them has a positive outcome and we always come away with confidence.
In 2022, your business used Parmenion’s Platform Switch service – what prompted that?
It was following a review of our investment options and our platform providers. We review both regularly as part of our commitment to delivering outstanding service for our clients.
When you have assets spread across different platforms, each with their different individual quirks, that brings risk into our operations and affects efficiencies in the back office. At that time we had concerns over the standard of service provided by a platform we were using. It was affecting our ability to administer accounts, and in the worst-case scenarios, delaying access to funds.
What’s been a positive outcome from the Switch experience?
It's meant that a lot of the heavy lifting of getting data across from the holding platform is taken care of, so we didn't need to find extra capacity on our side - so we could move clients across to a better platform and a superior service with minimal upheaval.
No paperwork to complete and no need to sell down to cash to transfer across. The move has been better for us and it's also better for our clients as well.
What was it that appealed to you about an Affinity partnership with Parmenion?
When it came to considering an Affinity partnership with the Parmenion investment team, we knew from our platform experience that we could expect an excellent level of service.
We wanted confidence that our investment solutions are appropriate for our clients both now and into the future, while retaining direct influence over the way our clients' money is invested.
The Affinity partnership gave us the best of both worlds.
How would you describe your experience of working with the Parmenion investment team?
The team are helping us to grow our investment knowledge, support our brand and are giving us the checks and balances we need to make recommendations with confidence.
Tell us about your investment committee and how it’s helped with communication in your business?
Parmenion's Head of Investment sits on our Investment Committee to provide independent oversight of our investment solutions and make sure all the appropriate risks and controls are in place. Having Parmenion on our committee helps us make decisions and apply efficient adjustments to our solutions really quickly.
Parmenion's purpose-built software means we can act on what the committee decides without needing to contact our clients for pre-approval. In an ever-changing regulatory landscape, that takes a lot of the heavy lifting from our team.
As a committee we meet quarterly and our conversations are always open and frank. Communication is excellent so we're comfortable challenging each other and taking accountability for the decisions that we make.
How is Parmenion supporting your business growth?
By giving us a platform that's easy to use with quick response times and total confidence that processes can all be completed online, with little to no intervention needed. That's all absolutely essential.
However, when you're growing by acquisition you inevitably bring in historical platforms too, and the last thing you want to be doing is moving clients in their first year. Making our solutions available on those platforms as quickly as possible is something that Parmenion's Affinity partnership allowed us to do.
I can see exactly why Parmenion are consistently voted top by advisers and by the independent research agencies. I'd certainly rate them number one for their service and for platform user satisfaction.
The thing is, a lot of providers say they're customer first. Parmenion genuinely are. Their willingness and ability to really listen to us, understand the challenges we're facing, come up with solutions they can implement quickly and keep improving fast is a huge competitive advantage for them and for us.
What are three words to describe Parmenion?
Consistent, accountable and reliable.
