Parmenion due diligence hub

Helping advisers make informed platform decisions

For financial professionals only

Choosing a platform is a long-term decision. From financial strength and operational resilience to governance, service, and investment capability, there’s a lot to consider when completing your financial adviser due diligence on platforms.

We’re committed to making the information you need easy to access, so you can confidently assess Parmenion as part of your investment platform due diligence, DFM due diligence, and wider adviser compliance review.

Our due diligence information provides a clear view of our business, our platform, our governance framework, and the support we provide to advisers and their clients.

Download our handy due diligence documents:

Parmenion Due Diligence at a glance

Parmenion Due Diligence

An investment platform built for long-term sustainability

When completing investment platform due diligence, understanding the strength and stability of your platform provider is essential. A financially sustainable business can continue investing in technology, people and services, to make sure advisers and their clients are supported for the long term.

Parmenion continues to invest in our platform, technology, and proposition, with a strong financial foundation supporting our ongoing growth.

Our latest 2025 figures include:

£3.3bn gross flows*
£18.7m cash balances
£53.6m revenue
£19.1m EBITDA
£41.4m core business costs
£16.4bn assets under management and administration
99.97% platform uptime

*Estimated ebi figures

These measures provide insight into the scale of our business, our ability to invest for the future and our commitment to maintaining a stable, resilient platform for advisers and their clients.

Trusted by advisers and their clients

A key part of adviser platform research is understanding adoption, experience, and market presence.

Today, Parmenion supports a growing community of advice firms and their clients, providing the technology, investment solutions and service needed to deliver effective investment propositions.

Our 2025 customer base includes:

1,365 active adviser firm partnerships
76,242 end clients
£16.4bn assets under management and administration
Over 350 DFM portfolios available
12.2 million client trades processed

With an 18-year investment track record, our scale and experience give advisers confidence that they’re partnering with an established provider that continues to evolve.

Strong governance and oversight

Effective platform governance is central to protecting client outcomes and supporting advisers in meeting their regulatory responsibilities.

As part of your FCA platform assessment and operational due diligence, it’s important to understand how a provider manages risk, makes decisions, and maintains oversight.

Parmenion’s governance framework covers:

Business and operational risk management
Investment oversight and governance
Client outcome monitoring
Regulatory compliance
Technology and operational resilience

Parmenion is majority owned by Preservation Capital Partners, with AssetCo PLC (now River Global PLC) and Parmenion employees also holding stakes in the business.

Our specialist teams work together across investment, technology, operations, and client support to make sure robust oversight is in place across the business.

Reputation enhancing service

A platform is only as effective as the support behind it. That’s why service performance is a key consideration when comparing financial adviser platforms.

We focus on making it easy for advisers (and clients) to get the support they need, whether that’s through our Client Services team, Customer Success team, or Business Development team. Great for you, great for your clients, great for your reputation.

Our latest 2025 service metrics include:

92% of calls answered within 20 seconds
4.8/5 average live chat rating
94% of emails responded to within two working days
99.9% of work processed accurately first time
100% of new business applications processed or queried within one working day

Leading the way in ESG investing

ESG investing continues to be an important consideration for advisers and their clients.

Our approach combines dedicated ESG investment expertise with robust governance and independent assessment, helping advisers meet evolving client expectations.

Parmenion’s ESG credentials* include:

£5.6bn invested in ESG portfolios
Voted Moneyfacts Best ESG Provider 2025
All active Parmenion ESG portfolios rated Diamond by Defaqto in 2025
14-year investment track record

*All solutions with the word ethical, ESG, responsible, climate, positive impact or sustainable in the solution name.

Our investment team continues to monitor sustainability risks and opportunities, ensuring responsible investment remains embedded within our proposition. See more on our ESG Investing portfolios.

Independent recognition and industry ratings

Independent assessments provide an important part of adviser platform research, helping firms compare providers and understand the quality of their proposition.

Parmenion has received recognition across our platform, investment solutions, and service, including:

Defaqto Gold Service ratings across our DFM, pension, and platform service
Moneyfacts winner for our ESG proposition
Industry awards recognising our platform and service capabilities

These independent assessments reflect our ongoing focus on delivering a platform that supports advisers and their clients. See our full suite of industry awards and ratings.

A complete investment platform and DFM proposition

Parmenion brings together platform technology, discretionary investment management, and adviser-focused tools in one integrated solution. Our proposition supports advisers with:

Platform technology

A modern, scalable platform designed around adviser and client needs.

Investment choice

A broad range of in-house DFM portfolios, including ESG, retirement, income and growth solutions, with support for third-party DFM investment approaches, or your own models, with Advisory Model PRO.

Tax wrappers

Support across key wrappers including ISAs, pensions, SIPPs, general investment accounts and junior options.

CIP support

Tools and investment solutions designed to help advisers build and manage consistent client propositions.

Digital tools and reporting

Features designed to improve efficiency, strengthen governance and give advisers better insight into their clients, including digital signatures, MFA as standard, and our upcoming CGT modelling tool.

Integrations

Connect Parmenion with your existing technology ecosystem through our range of integrations and use our Data Hub to access and manage key platform data, with flexible custom feeds available.

More information

10 things to consider when conducting platform due diligence

Platform due diligence guide covering FCA expectations and 10 key areas advisers assess, with Parmenion evidence on service, technology and value.

Please note:

Note: all figures quoted are for ‘Parmenion group’ which refers to Parmenion Capital Partners LLP, ebi Portfolios LTD and Bigrock, as at 31st December 2025.