As a Chartered & Certified Financial Planner with 32 years in financial services, I led a team throughout the UK working exclusively with Financial Advisers & Wealth Managers that used Parmenion's award winning digital technology to create or improve their own Centralised Investment Propositions. Our clients benefited from the immediate impact of building safe, scalable investment propositions that improved business efficiency and client relationships by combining award winning client servicing, proprietary digital technology, platform-based administration and whole of market discretionary fund management options.Online digital capability and straight-through processing enabled Advisers to deliver their own sophisticated client investment propositions effortlessly, blending asset allocations and investment preferences (Drawdown, Ethical, Income, Passive, Active, Strategic, Tactical) at an individual portfolio level, with all supporting documentation automatically created.www.parmenion.co.uk
Listed skills include Technical Analysis, Strategic Financial Planning, Blogger And Writer/Author, Management Consultancy, and 35 others.