Following a 3 way pitch, we are delighted to have been appointed by Parmenion, the award winning technology and investment solutions business.
Parmenion is owned by Standard Life Aberdeen and has excellence, innovation and entrepreneurial endeavour at the heart of everything they do. We like to think that makes us the perfect fit.
We’ve been tasked with transforming Parmenion’s relationship with Financial Advisers across the UK. Our first project - to launch and support a ground-breaking tool for Advisers is already underway.
Rich McCloskey, Client Services Director at True says: “To borrow from a recent article by Patrick Ingram, Parmenion’s Retirement and Investment Specialist, financial advice is growing, profitable and popular. We are delighted to be working with an ambitious, forward thinking client who is determined to lead the way in financial advice.”
Marianne Streames, Product Manager at Parmenion adds: “True made our decision easy. Their knowledge of the platform market and customer centric approach means we can go to market with real confidence.”
If you’d like to know more about our investment platform experience or see our financial services credentials, including our research report on Breaking Inertia, please get in touch with Bertie.