Parmenion Discretionary Fund Managers
Parmenion is a wholly independent partnership founded in 2006 to offer fund-based
discretionary investment management services to the modern Independent Financial
Adviser.
The traditional role of the financial adviser and their relationship with their
clients is changing. As the complexity and professionalism of financial planning
develops, many Advisers now question whether they are adding value to their client
services by additionally taking on the burden of portfolio management.
It is for those Advisers wishing to concentrate their professional activities on
providing lifetime financial planning and advice that Parmenion has developed its
outsourced discretionary investment service.
Parmenion has assembled a team of senior investment and operational professionals
to produce cost effective, institutional quality investment-management services
designed to meet the requirements of today's financial planners.
Registration to use the Premier IFA Zone automatically includes access to the Parmenion
site for Premier advisers. The site offers the IFA the opportunity to go through
an online risk profile with the client and to produce investment reports that then
determine the portfolio to be established by Parmenion – efficient and compliant!
The Parmenion site can also be used for other products such as ISAs and PEPs providing
a discretionary fund management service for a range of client products – this
means that SSAS or SIPP can be viewed on the same screen as these other investments.
Included in the site is the Parmenion Consolidated SSAS portfolio that we have developed
jointly. This allows risk profiling at member level rather than a collective investment
profile that does not meet the differing needs of the members.
Please ask your independent financial adviser (IFA) for more information, or, if
you are an IFA, please log on here